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Schwab US REIT ETF
SCHH

Overview Fund Activity

464 hedge funds and large institutions have $4.28B invested in Schwab US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 134 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.85%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
55
Increased
188
Reduced
134
Closed
51
Calls
$1.03M
Puts
$835K
Net Calls
+$194K
Net Calls Change
-$272K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$638M
2
MGIA
Moneta Group Investment Advisors
Missouri
$73.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$23.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$150M
5
OAM
Oak Asset Management
California
$7.86M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$6.52M
2
CSIA
Charles Schwab Investment Advisory
California
$960M
3
TCM
Tradewinds Capital Management
Washington
$9.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$713M
5
AWM
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
376
Pflug Koory
Nebraska
$15K – – –
EDRH
377
Edmond de Rothschild Holding
Switzerland
$15K – – –
FWP
378
FAS Wealth Partners
Kansas
$14K +$103 +5 +0.7%
CA
379
Clearstead Advisors
Ohio
$14K +$10.2K +501 +271%
FFA
380
Founders Financial Alliance
North Carolina
$14K +$11.4K +549 +436%
AC
381
AlphaCore Capital
California
$14K +$14K +680 New
CFFP
382
Center for Financial Planning
Michigan
$13K – – –
VNA
383
Valley National Advisers
Pennsylvania
$12K – – –
JHCP
384
Jackson Hole Capital Partners
Oklahoma
$11K – – –
TFGT
385
TS Financial Group (TSFG)
Illinois
$10K +$9.36K +464 +1,450%
PGAM
386
Princeton Global Asset Management
New Jersey
$9K +$62 +3 +0.7%
KA
387
Kozak & Associates
Colorado
$9K +$4.46K +208 +98%
CA
388
CoreCap Advisors
Michigan
$9K +$9K +442 New
PO
389
Private Ocean
California
$8K – – –
CAAS
390
Capital Asset Advisory Services
Michigan
$8K – – –
LDFR
391
Lehman & Derafelo Financial Resources
Pennsylvania
$8K +$8K +356 New
Barclays
392
Barclays
United Kingdom
$8K +$8K +376 New
VVP
393
Venture Visionary Partners
Ohio
$7.54K +$7.54K +357 New
AA
394
Atmos Advisory
Pennsylvania
$7K -$429 -21 -6%
MA
395
MCF Advisors
Kentucky
$7K – – –
CTC
396
Central Trust Company
Missouri
$7K +$7K +345 New
BFG
397
Baron Financial Group
New Jersey
$6.79K -$8.44K -400 -55%
AssetMark Inc
398
AssetMark Inc
California
$6K -$12K -608 -67%
KFI
399
Key Financial Inc
Pennsylvania
$6K – – –
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$6K – – –
14 15
16
17 18