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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 %
ME
426
McIlrath & Eck
Washington
$3K – – –
AAP
427
Arax Advisory Partners
Colorado
$3K – – –
WIM
428
Westside Investment Management
California
$2.3K – – –
GEA
429
Glen Eagle Advisors
New Jersey
$2.24K +$2.24K +90 New
CSB
430
City State Bank
Iowa
$2K – – –
JWA
431
JFS Wealth Advisors
Pennsylvania
$2K – – –
GM
432
GeoWealth Management
Illinois
$2K – – –
CWC
433
Carolinas Wealth Consulting
North Carolina
$2K – – –
AIP
434
Ahrens Investment Partners
Louisiana
$2K +$28 +1 +1%
GTAM
435
Global Trust Asset Management
Florida
$2K +$2K +72 New
TCWA
436
Ten Capital Wealth Advisors
Washington
$2K +$1.71K +82 +586%
LWA
437
Lowe Wealth Advisors
Maryland
$2K +$2K +84 New
IBOK
438
Independence Bank of Kentucky
Kentucky
$2K +$2K +90 New
HF
439
Halpern Financial
Virginia
$1.64K – – –
HA
440
Herold Advisors
New York
$1.54K +$1.54K +62 New
RDFA
441
Ritter Daniher Financial Advisory
Ohio
$1K -$2.27K -50 -69%
BBPWM
442
Blue Bell Private Wealth Management
Pennsylvania
$1K -$1.5K -42 -60%
GI
443
Gradient Investments
Minnesota
$1K -$1.36K -30 -58%
BWL
444
Bogart Wealth LLC
Virginia
$1K -$636 -14 -39%
QCG
445
Quadrant Capital Group
Ohio
$1K – – –
MFC
446
Morris Financial Concepts
South Carolina
$1K – – –
MSFP
447
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
HS
448
Horan Securities
United States
$1K – – –
TFGT
449
TS Financial Group (TSFG)
Illinois
$1K – – –
CWP
450
Concord Wealth Partners
Virginia
$1K – – –
16 17
18
19 20