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Schwab US REIT ETF
SCHH

Overview Fund Activity

384 hedge funds and large institutions have $3.79B invested in Schwab US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 38 closing their positions.

Holders
384
Holders Change
+21
Holders Change %
+5.79%
% of All Funds
6.76%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
62
Increased
152
Reduced
106
Closed
38
Calls
$480K
Puts
–
Net Calls
+$480K
Net Calls Change
+$476K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$705M
2
CSIA
2
Charles Schwab Investment Advisory
California
$898M
3
US Bancorp
3
US Bancorp
Minnesota
$287M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.9M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$190M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$797K
2
ABC
2
Associated Banc-Corp
Wisconsin
$0
3
MTC
3
Matrix Trust Company
Colorado
$50.5M
4
M&T Bank
4
M&T Bank
New York
$31.2M
5
Creative Planning
5
Creative Planning
Kansas
$597M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
26
Wealthfront Advisers
California
$8.65M 421,212 -31,136 -7%
FEG
27
Fund Evaluation Group
Ohio
$8.2M 399,104 – –
SFP
28
Strategic Financial Planning
Texas
$8.04M 391,234 +65,510 +20%
BSB
29
Bangor Savings Bank
Maine
$7.98M 388,290 +15,538 +4%
KF
30
Krilogy Financial
Missouri
$7.71M 375,488 -1,562 -0.4%
FMT
31
First Mercantile Trust
Tennessee
$7.62M 370,798 -25,262 -6%
CMP
32
Courage Miller Partners
Virginia
$7.56M 368,070 +21,714 +6%
ACM
33
Avalon Capital Management
California
$7.03M 342,270 +342,270 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$6.35M 309,178 +1,558 +0.5%
CIP
35
Capital Insight Partners
Arizona
$6.34M 308,504 -15,996 -5%
HSA
36
HBK Sorce Advisory
Pennsylvania
$6.23M 303,332 -23,112 -7%
EGA
37
Eagle Global Advisors
Texas
$5.93M 288,398 -9,916 -3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$5.89M 286,876 +42,588 +17%
FCM
39
Firestone Capital Management
Florida
$5.85M 284,802 +12,498 +5%
MIS
40
Morningstar Investment Services
Illinois
$5.8M 280,218 +68,832 +33%
FHB
41
First Hawaiian Bank
Hawaii
$5.47M 266,338 +38,834 +17%
LPL Financial
42
LPL Financial
California
$5.25M 255,564 -11,474 -4%
Cerity Partners
43
Cerity Partners
New York
$5.04M 245,412 +3,244 +1%
RA
44
Rational Advisors
New York
$4.56M 221,868 +200,686 +947%
IFA
45
Interactive Financial Advisors
Illinois
$4.45M 216,420 +63,744 +42%
JFG
46
JMG Financial Group
Illinois
$4.02M 195,754 -11,274 -5%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$4.02M 195,540 -21,492 -10%
RIM
48
Rockbridge Investment Management
New York
$3.89M 189,104 -2,126 -1%
IAA
49
Ironsides Asset Advisors
North Carolina
$3.88M 189,000 – –
SFPM
50
Sensible Financial Planning & Management
Massachusetts
$3.75M 182,502 +10,784 +6%
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