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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.

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
1
Creative Planning
Kansas
$638M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$73.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$23.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$150M
5
OAM
5
Oak Asset Management
California
$7.86M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.52M
2
CSIA
2
Charles Schwab Investment Advisory
California
$960M
3
TCM
3
Tradewinds Capital Management
Washington
$9.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$713M
5
AWM
5
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
26
Bangor Savings Bank
Maine
$9.82M -$13.8K -654 -0.1%
Wells Fargo
27
Wells Fargo
California
$9.78M +$198K +9,373 +2%
FEG
28
Fund Evaluation Group
Ohio
$9.49M – – –
TCM
29
Tradewinds Capital Management
Washington
$9.3M -$23.6M -1,117,145 -72%
Betterment LLC
30
Betterment LLC
New York
$8.71M +$630K +29,885 +8%
Mariner
31
Mariner
Kansas
$8.07M +$86.6K +4,105 +1%
CMP
32
Courage Miller Partners
Virginia
$7.86M +$35.7K +1,695 +0.5%
OAM
33
Oak Asset Management
California
$7.86M +$7.86M +372,585 New
FCM
34
Firestone Capital Management
Florida
$7.44M +$286K +13,574 +4%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$7.22M -$17.1K -810 -0.2%
KF
36
Krilogy Financial
Missouri
$6.67M +$731K +34,673 +12%
LPL Financial
37
LPL Financial
California
$6.61M +$2M +94,780 +43%
SFP
38
Strategic Financial Planning
Texas
$6.59M -$48.2K -2,285 -0.7%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$6.52M -$97M -4,500,275 -94%
UBS Group
40
UBS Group
Switzerland
$6.51M +$552K +26,174 +9%
OFG
41
Omega Financial Group
California
$6.38M -$95.7K -4,537 -1%
UBS AM
42
UBS AM
Illinois
$6.32M +$2.08M +98,650 +49%
EGA
43
Eagle Global Advisors
Texas
$6.26M -$35.8K -1,696 -0.6%
VT
44
Vise Technologies
New York
$5.74M +$2.16M +102,365 +60%
JFG
45
JMG Financial Group
Illinois
$5.68M +$1.58M +75,048 +39%
WMR
46
Wealth Management Resources
Rhode Island
$5.56M +$38.5K +1,827 +0.7%
CWA
47
Cornerstone Wealth Advisors
Minnesota
$4.98M +$414K +19,644 +9%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$4.87M +$4.39M +207,965 +911%
HFS
49
Hantz Financial Services
Michigan
$4.8M +$2.88M +136,361 +149%
SFPM
50
Sensible Financial Planning & Management
Massachusetts
$4.77M +$114K +5,420 +2%
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