SCHH icon

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, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
190
Reduced
149
Closed
58
Calls
$959K
Puts
$493K
Net Calls
+$466K
Net Calls Change
+$160K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$120M
2
Charles Schwab
Charles Schwab
California
+$79.1M
3
Creative Planning
Creative Planning
Kansas
+$48.8M
4
TCM
Tradewinds Capital Management
Washington
+$30.3M
5
US Bancorp
US Bancorp
Minnesota
+$22.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$112M
2
PFG
Piershale Financial Group
Illinois
-$29.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$12.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$10.9M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
476
Main Street Financial Solutions
Pennsylvania
– -$232K -8,824 Closed
PWS
477
Peloton Wealth Strategists
Indiana
– -$225K -8,556 Closed
OMC
478
Old Mission Capital
Illinois
– -$211K -8,004 Closed
WAP
479
Wealthcare Advisory Partners
Pennsylvania
– -$209K -7,944 Closed
NSAM
480
North Star Asset Management
Wisconsin
– -$204K -7,750 Closed
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
– -$204K -7,750 Closed
E
482
ETFidea
New York
– -$203K -7,700 Closed
RRWA
483
Rainey & Randall Wealth Advisors
Florida
– -$201K -7,636 Closed
AIM
484
AHL Investment Management
Florida
– -$61K -2,316 Closed
Simplex Trading
485
Simplex Trading
Illinois
– -$57K -2,200 Closed
TC
486
TAP Consulting
Missouri
– -$38K -1,428 Closed
OSNBOA
487
Old Second National Bank of Aurora
Illinois
– -$27K -1,410 Closed
Optiver Holding
488
Optiver Holding
Netherlands
– -$25K -942 Closed
FHA
489
First Horizon Advisors
Tennessee
– -$23K -906 Closed
CA
490
CoreCap Advisors
Michigan
– -$17K -656 Closed
FMII
491
Farmers & Merchants Investments Inc
Nebraska
– -$11K -410 Closed
DAM
492
Delta Asset Management
Tennessee
– -$10K -374 Closed
LWA
493
Lenox Wealth Advisors
New York
– -$6K -240 Closed
RI
494
Rinkey Investments
California
– -$5K -230 Closed
RA
495
Resolute Advisors
California
– -$6K -224 Closed
TCWM
496
Total Clarity Wealth Management
Illinois
– -$5K -200 Closed
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$5.27K -200 Closed
EBA
498
Eagle Bay Advisors
New York
– -$4K -166 Closed
PA
499
PSI Advisors
Florida
– -$4K -152 Closed
Fifth Third Bancorp
500
Fifth Third Bancorp
Ohio
– -$3K -130 Closed
17 18 19
20
21