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
$163M
2
Charles Schwab
Charles Schwab
California
$455M
3
Creative Planning
Creative Planning
Kansas
$713M
4
TCM
Tradewinds Capital Management
Washington
$38.8M
5
US Bancorp
US Bancorp
Minnesota
$437M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$117M
2
PFG
Piershale Financial Group
Illinois
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$4.72M
4
Financial Engines Advisors
Financial Engines Advisors
California
$856M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
451
West Financial Advisors
Iowa
$1K – – –
AA
452
Addison Advisors
Vermont
$1K +$813 +26 +433%
First Manhattan
453
First Manhattan
New York
$1K +$571 +32 +133%
WA
454
Win Advisors
Florida
$1K +$1K +36 New
WT
455
Whittier Trust
California
$1K +$1K +50 New
SIAP
456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1K +50 New
PFG
457
Piershale Financial Group
Illinois
– -$29.1M -1,103,186 Closed
AIMCA
458
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$10.5M -400,000 Closed
FHB
459
First Hawaiian Bank
Hawaii
– -$6.68M -253,540 Closed
QAM
460
Q3 Asset Management
Michigan
– -$6.65M -252,302 Closed
HAS
461
HBW Advisory Services
California
– -$2.51M -95,294 Closed
FNC
462
First National Corp
Massachusetts
– -$2.24M -85,000 Closed
Wolverine Trading
463
Wolverine Trading
Illinois
– -$1.91M -72,666 Closed
SFS
464
Solitude Financial Services
Virginia
– -$1.85M -70,044 Closed
FTS
465
Fifth Third Securities
Ohio
– -$1.78M -67,436 Closed
SC
466
Slow Capital
California
– -$1.22M -46,464 Closed
HW
467
Hamilton Wealth
California
– -$740K -28,100 Closed
Renaissance Technologies
468
Renaissance Technologies
New York
– -$680K -25,800 Closed
TIM
469
Tevis Investment Management
Texas
– -$639K -24,318 Closed
Millennium Management
470
Millennium Management
New York
– -$616K -23,368 Closed
OC
471
Oppenheimer & Co
New York
– -$488K -18,542 Closed
PA
472
PFG Advisors
Arizona
– -$367K -13,920 Closed
Susquehanna International Group
473
Susquehanna International Group
Pennsylvania
– -$279K -10,576 Closed
CIA
474
Compass Ion Advisors
Pennsylvania
– -$250K -9,506 Closed
AWA
475
Acorn Wealth Advisors
Michigan
– -$233K -8,834 Closed
17 18
19
20 21