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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 %
WIM
426
Westside Investment Management
California
$2.3K – – –
WT
427
Washington Trust
Rhode Island
$2K -$1.33K -72 -40%
IBOK
428
Independence Bank of Kentucky
Kentucky
$2K – – –
LWA
429
Lowe Wealth Advisors
Maryland
$2K – – –
GM
430
GeoWealth Management
Illinois
$2K – – –
TCWA
431
Ten Capital Wealth Advisors
Washington
$2K – – –
CSB
432
City State Bank
Iowa
$2K – – –
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
CWC
434
Carolinas Wealth Consulting
North Carolina
$2K – – –
BTI
435
Blue Trust Inc
Georgia
$2K +$2K +70 New
AAP
436
Arax Advisory Partners
Colorado
$1K -$1.16K -72 -54%
MFC
437
Morris Financial Concepts
South Carolina
$1K -$455 -15 -31%
WT
438
Whittier Trust
California
$1K – – –
First Manhattan
439
First Manhattan
New York
$1K – – –
BBPWM
440
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
JWA
441
JFS Wealth Advisors
Pennsylvania
$1K – – –
MSFP
442
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
QCG
443
Quadrant Capital Group
Ohio
$1K – – –
AIP
444
Ahrens Investment Partners
Louisiana
$1K – – –
SIAP
445
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K – – –
CWP
446
Concord Wealth Partners
Virginia
$1K – – –
WFA
447
West Financial Advisors
Iowa
$1K – – –
RDFA
448
Ritter Daniher Financial Advisory
Ohio
$1K +$154 +4 +18%
IHWM
449
Iron Horse Wealth Management
Iowa
$1K +$1K +25 New
SFC
450
SYM Financial Corp
Indiana
$1K +$1K +26 New
16 17
18
19 20