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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, 390 increasing their positions, 18 reducing their positions, and 58 closing their positions.

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
390
Reduced
18
Closed
58
Calls
$959K
Puts
$493K
Net Calls
+$466K
Net Calls Change
+$160K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$163M
2
Charles Schwab
2
Charles Schwab
California
$455M
3
Creative Planning
3
Creative Planning
Kansas
$713M
4
TCM
4
Tradewinds Capital Management
Washington
$38.8M
5
US Bancorp
5
US Bancorp
Minnesota
$437M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$117M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.72M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$856M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$11.4M 456,589 +306,677 +205%
Wells Fargo
27
Wells Fargo
California
$11.3M 454,084 +2,298 +0.5%
FEG
28
Fund Evaluation Group
Ohio
$11.2M 450,044 +450,044 New
MFT
29
Moisand Fitzgerald Tamayo
Florida
$11M 441,129 -274,131 -38%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$10.6M 425,889 +97,705 +30%
Betterment LLC
31
Betterment LLC
New York
$9.53M 382,994 +87,736 +30%
Mariner
32
Mariner
Kansas
$9.42M 378,519 +78,225 +26%
CMP
33
Courage Miller Partners
Virginia
$9.23M 370,890 +3,218 +0.9%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$8.51M 343,002 +15,292 +5%
FCM
35
Firestone Capital Management
Florida
$8.44M 339,201 +3,199 +1%
ACM
36
Avalon Capital Management
California
$8.19M 341,555 +11,987 +4%
SFP
37
Strategic Financial Planning
Texas
$7.83M 314,632 -41,874 -12%
OFG
38
Omega Financial Group
California
$7.64M 306,880 +8,544 +3%
AWM
39
Aries Wealth Management
Maine
$7.64M 306,880 +306,880 New
EGA
40
Eagle Global Advisors
Texas
$7.42M 298,260 +2,462 +0.8%
UBS Group
41
UBS Group
Switzerland
$7.03M 282,545 -28,433 -9%
KF
42
Krilogy Financial
Missouri
$7.01M 281,750 +8,650 +3%
WMR
43
Wealth Management Resources
Rhode Island
$6.51M 261,709 +6,671 +3%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$6.12M 245,755 +65,469 +36%
CIP
45
Capital Insight Partners
Arizona
$5.68M 228,217 -20,149 -8%
TF
46
Trek Financial
Arizona
$5.51M 221,427 +221,427 New
SFPM
47
Sensible Financial Planning & Management
Massachusetts
$5.5M 220,809 -1,013 -0.5%
LPL Financial
48
LPL Financial
California
$5.45M 218,788 -100,064 -31%
AWM
49
Apollon Wealth Management
South Carolina
$5.41M 217,190 -60,660 -22%
CWA
50
Cornerstone Wealth Advisors
Minnesota
$5.38M 216,316 +216,316 New
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