SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

465 hedge funds and large institutions have $5.17B invested in Schwab US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-9
Holders Change %
-1.9%
% of All Funds
7.36%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
55
Increased
190
Reduced
149
Closed
58
Calls
$959K
Puts
$493K
Net Calls
+$466K
Net Calls Change
+$160K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$120M
2
Charles Schwab
Charles Schwab
California
+$79.1M
3
Creative Planning
Creative Planning
Kansas
+$48.8M
4
TCM
Tradewinds Capital Management
Washington
+$30.3M
5
US Bancorp
US Bancorp
Minnesota
+$22.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$112M
2
PFG
Piershale Financial Group
Illinois
-$29.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$12.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$10.9M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
376
Sargent Bickham Lagudis
Colorado
$19K +$6.98K +279 +58%
PK
377
Pflug Koory
Nebraska
$18K – – –
LPP
378
Life Planning Partners
Florida
$18K – – –
BFG
379
Baron Financial Group
New Jersey
$18K -$12.7K -510 -41%
FWP
380
FAS Wealth Partners
Kansas
$17K – – –
EDRH
381
Edmond de Rothschild Holding
Switzerland
$17K – – –
CFFP
382
Center for Financial Planning
Michigan
$15K +$98 +4 +0.7%
SW
383
SVB Wealth
Massachusetts
$15K +$15K +624 New
VNA
384
Valley National Advisers
Pennsylvania
$14K – – –
JFA
385
JNBA Financial Advisors
Minnesota
$14K – – –
LSA
386
Lansing Street Advisors
Pennsylvania
$14K +$14K +552 New
CG
387
Cutler Group
California
$14K +$14K +600 New
JHCP
388
Jackson Hole Capital Partners
Oklahoma
$13K – – –
PGAM
389
Princeton Global Asset Management
New Jersey
$11K -$77 -3 -0.7%
CWM
390
Cedar Wealth Management
California
$11K – – –
KA
391
Kozak & Associates
Colorado
$10K -$10K -212 -50%
CAAS
392
Capital Asset Advisory Services
Michigan
$10K – – –
PO
393
Private Ocean
California
$10K +$24 +1 +0.2%
PMFA
394
Plante Moran Financial Advisors
Michigan
$10K +$10K +404 New
AA
395
Atmos Advisory
Pennsylvania
$9K -$940 -38 -9%
GWSG
396
GPS Wealth Strategies Group
Colorado
$8K – – –
MA
397
MCF Advisors
Kentucky
$8K +$8K +318 New
KFS
398
Kelly Financial Services
Massachusetts
$7.15K +$6.85K +275 +2,292%
RDIA
399
RE Dickinson Investment Advisors
Iowa
$7K -$830 -32 -11%
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$7K – – –
14 15
16
17 18