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Schwab US REIT ETF
SCHH

Overview Fund Activity

400 hedge funds and large institutions have $4.25B invested in Schwab US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+16
Holders Change %
+4.17%
% of All Funds
6.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
48
Increased
157
Reduced
126
Closed
28
Calls
$7K
Puts
$893K
Net Calls
-$886K
Net Calls Change
-$1.37M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.04B
2
US Bancorp
US Bancorp
Minnesota
$340M
3
GCA
Genesee Capital Advisors
New York
$11.7M
4
IA
IAM Advisory
Pennsylvania
$11.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$24.8M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$623M
2
Financial Engines Advisors
Financial Engines Advisors
California
$763M
3
M&T Bank
M&T Bank
New York
$24.7M
4
Ameriprise
Ameriprise
Minnesota
$2.63M
5
FEG
Fund Evaluation Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
376
Washington Trust
Rhode Island
$2K +$2K +72 New
KFI
377
Key Financial Inc
Pennsylvania
$2K +$1.82K +80 +1,000%
FWM
378
Filbrandt Wealth Management
Wisconsin
$2K +$2K +82 New
DAM
379
Delta Asset Management
Tennessee
$2K +$2K +94 New
CWC
380
Carolinas Wealth Consulting
North Carolina
$2K +$2K +96 New
QCG
381
Quadrant Capital Group
Ohio
$1K -$95.2K -3,046 -99%
AF
382
Allworth Financial
California
$1K -$12.5K -576 -93%
RDFA
383
Ritter Daniher Financial Advisory
Ohio
$1K – – –
MSFP
384
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
TCM
385
Tradewinds Capital Management
Washington
$1K – – –
DWMG
386
DB Wealth Management Group
California
$1K – – –
SL
387
Savior LLC
Massachusetts
$1K – – –
TFGT
388
TS Financial Group (TSFG)
Illinois
$1K – – –
CA
389
Clearstead Advisors
Ohio
$1K – – –
RF
390
Robbins Farley
New Hampshire
$1K – – –
HCP
391
Hexagon Capital Partners
Arkansas
$1K +$1K +40 New
H
392
HoyleCohen
California
$769 -$21 -930 -3%
FEG
393
Fund Evaluation Group
Ohio
– -$8.2M -399,104 Closed
GPFA
394
Game Plan Financial Advisors
Ohio
– -$666K -32,196 Closed
SFS
395
Sowell Financial Services
Arkansas
– -$504K -23,164 Closed
YIH
396
Y-Intercept (HK)
Hong Kong
– -$407K -19,662 Closed
RF
397
RHS Financial
California
– -$402K -19,558 Closed
HF
398
HRT Financial
New York
– -$321K -15,644 Closed
I
399
INVST
Indiana
– -$203K -9,124 Closed
NIC
400
Northwest Investment Counselors
Oregon
– -$87K -4,246 Closed
13 14 15
16
17