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Schwab US REIT ETF
SCHH

Overview Fund Activity

400 hedge funds and large institutions have $4.25B invested in Schwab US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 126 reducing their positions, and 28 closing their positions.

Holders
400
Holders Change
+16
Holders Change %
+4.17%
% of All Funds
6.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
48
Increased
157
Reduced
126
Closed
28
Calls
$7K
Puts
$893K
Net Calls
-$886K
Net Calls Change
-$1.37M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.04B
2
US Bancorp
2
US Bancorp
Minnesota
$340M
3
GCA
3
Genesee Capital Advisors
New York
$11.7M
4
IA
4
IAM Advisory
Pennsylvania
$11.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$24.8M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$623M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$763M
3
M&T Bank
3
M&T Bank
New York
$24.7M
4
Ameriprise
4
Ameriprise
Minnesota
$2.63M
5
FEG
5
Fund Evaluation Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TI
26
Truepoint Inc
Ohio
$10.8M 473,360 -25,704 -5%
CST
27
Charles Schwab Trust
Nevada
$10.2M 445,494 -5,422 -1%
Wealthfront Advisers
28
Wealthfront Advisers
California
$9.72M 424,362 +3,150 +0.7%
RA
29
Rational Advisors
New York
$9.68M 422,760 +200,892 +91%
OFG
30
Omega Financial Group
California
$9.47M 413,762 -29,204 -7%
BSB
31
Bangor Savings Bank
Maine
$9.21M 402,136 +13,846 +4%
SFP
32
Strategic Financial Planning
Texas
$8.6M 375,394 -15,840 -4%
CMP
33
Courage Miller Partners
Virginia
$8.51M 371,524 +3,454 +0.9%
KF
34
Krilogy Financial
Missouri
$7.35M 320,930 -54,558 -15%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$7.14M 311,764 +2,586 +0.8%
FCM
36
Firestone Capital Management
Florida
$7.12M 311,180 +26,378 +9%
CIP
37
Capital Insight Partners
Arizona
$6.79M 296,702 -11,802 -4%
EGA
38
Eagle Global Advisors
Texas
$6.72M 293,562 +5,164 +2%
FMT
39
First Mercantile Trust
Tennessee
$6.29M 274,698 -96,100 -26%
FHB
40
First Hawaiian Bank
Hawaii
$6.15M 268,720 +2,382 +0.9%
LPL Financial
41
LPL Financial
California
$6.12M 267,086 +11,522 +5%
Cerity Partners
42
Cerity Partners
New York
$5.97M 260,884 +15,472 +6%
QAM
43
Q3 Asset Management
Michigan
$5.63M 245,922 +245,922 New
HSA
44
HBK Sorce Advisory
Pennsylvania
$5.14M 224,562 -78,770 -26%
ACM
45
Avalon Capital Management
California
$4.79M 209,212 -133,058 -39%
JFG
46
JMG Financial Group
Illinois
$4.53M 197,790 +2,036 +1%
IFA
47
Interactive Financial Advisors
Illinois
$4.46M 194,940 -21,480 -10%
AWM
48
Apollon Wealth Management
South Carolina
$4.41M 192,604 +17,206 +10%
SFPM
49
Sensible Financial Planning & Management
Massachusetts
$4.4M 192,314 +9,812 +5%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$4.38M 191,280 +88,810 +87%
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