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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 %
KFI
401
Key Financial Inc
Pennsylvania
$6K – – –
BWL
402
Bogart Wealth LLC
Virginia
$6K +$5.52K +251 +1,141%
AW
403
Avion Wealth
Texas
$6K +$6K +294 New
AWM
404
Abound Wealth Management
Tennessee
$5.61K +$42 +2 +0.8%
IWP
405
IAG Wealth Partners
Wisconsin
$5K – – –
BWA
406
BDO Wealth Advisors
Florida
$5K – – –
WWM
407
Wolff Wiese Magana
California
$5K – – –
HCM
408
Horrell Capital Management
Arkansas
$5K – – –
BWM
409
BerganKDV Wealth Management
Minnesota
$5K – – –
PWMG
410
Prestige Wealth Management Group
New Jersey
$5K +$22 +1 +0.4%
CFGS
411
Concourse Financial Group Securities
Alabama
$5K +$1.09K +50 +28%
CCM
412
Chilton Capital Management
Texas
$5K +$5K +220 New
SWA
413
Sutton Wealth Advisors
Florida
$4.09K – – –
TFP
414
Tilia Fiduciary Partners
North Carolina
$4K -$19 -1 -0.5%
VFA
415
Values First Advisors
Tennessee
$4K – – –
BAM
416
Bellevue Asset Management
Washington
$4K – – –
SWA
417
SOA Wealth Advisors
New York
$4K – – –
TFA
418
Transamerica Financial Advisors
Florida
$4K +$4K +145 New
NFSG
419
Newbridge Financial Services Group
Florida
$4K +$4K +199 New
GWANC
420
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +200 New
FWM
421
Focused Wealth Management
New York
$3K – – –
EI
422
Ellevest Inc
New York
$3K – – –
CMBA
423
C.M. Bidwell & Associates
Hawaii
$3K – – –
AWM
424
Atticus Wealth Management
Florida
$3K +$21 +1 +0.7%
TAM
425
Townsend Asset Management
North Carolina
$3K +$3K +132 New
15 16
17
18 19