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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 %
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +34 New
SAM
452
Strategic Asset Management
Minnesota
$1K +$1K +57 New
GEA
453
Glen Eagle Advisors
New Jersey
$212 -$1.7K -80 -89%
Bank of Montreal
454
Bank of Montreal
Ontario, Canada
$56 +$22 +1,040 +67%
RDIA
455
RE Dickinson Investment Advisors
Iowa
$6 – – –
AWM
456
Aries Wealth Management
Maine
– -$7.64M -306,880 Closed
TF
457
Trek Financial
Arizona
– -$5.51M -221,427 Closed
IAA
458
Ironsides Asset Advisors
North Carolina
– -$4.58M -184,000 Closed
PFO
459
Pathstone Family Office
New Jersey
– -$4.41M -177,000 Closed
JG
460
Jefferies Group
New York
– -$3.96M -158,974 Closed
LWMNY
461
Landmark Wealth Management (New York)
New York
– -$1.53M -118,310 Closed
CWM
462
Centric Wealth Management
Illinois
– -$2.43M -97,428 Closed
CF
463
Centaurus Financial
California
– -$1.95M -78,193 Closed
SA
464
Scarborough Advisors
Maryland
– -$1.14M -45,703 Closed
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
– -$751K -30,174 Closed
CCWA
466
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$745K -29,920 Closed
YIH
467
Y-Intercept (HK)
Hong Kong
– -$525K -21,109 Closed
FA
468
Fiducient Advisors
Illinois
– -$406K -16,292 Closed
HWM
469
HB Wealth Management
Georgia
– -$336K -13,482 Closed
BAM
470
Belpointe Asset Management
Nevada
– -$328K -13,178 Closed
KAS
471
Kestra Advisory Services
Texas
– -$311K -12,492 Closed
PCIA
472
Prime Capital Investment Advisors
Kansas
– -$614K -11,650 Closed
FWCM
473
Ferguson Wellman Capital Management
Oregon
– -$230K -9,256 Closed
RK
474
Rather & Kittrell
Tennessee
– -$229K -9,236 Closed
SAM
475
Stone Asset Management
Texas
– -$218K -8,761 Closed
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