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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.

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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$6.52M
2
CSIA
Charles Schwab Investment Advisory
California
$960M
3
TCM
Tradewinds Capital Management
Washington
$9.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$713M
5
AWM
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
476
Sequoia Financial Advisors
Ohio
– -$216K -8,687 Closed
HCM
477
Hengehold Capital Management
Ohio
– -$214K -8,607 Closed
BCM
478
Brookstone Capital Management
Illinois
– -$214K -8,554 Closed
FRA
479
Frank Rimerman Advisors
California
– -$208K -8,344 Closed
TIM
480
Total Investment Management
Arizona
– -$204K -8,196 Closed
NF
481
NTB Financial
Colorado
– -$203K -8,170 Closed
Kovitz Investment Group Partners
482
Kovitz Investment Group Partners
Illinois
– -$202K -8,124 Closed
FFWM
483
Future Financial Wealth Management
Ohio
– -$95K -3,800 Closed
GAM
484
Gemmer Asset Management
California
– -$77K -3,113 Closed
ADL
485
Asset Dedication LLC
California
– -$69K -2,757 Closed
MFA
486
McClarren Financial Advisors
Pennsylvania
– -$59K -2,387 Closed
BFC
487
Bedel Financial Consulting
Indiana
– -$52K -2,096 Closed
BWFA
488
Baltimore-Washington Financial Advisors
Maryland
– -$4.05M -1,369 Closed
VCM
489
Vigilant Capital Management
Maine
– -$33K -1,314 Closed
EW
490
Element Wealth
Mississippi
– -$27K -1,094 Closed
PFS
491
Prospera Financial Services
Texas
– -$22K -893 Closed
SW
492
SVB Wealth
Massachusetts
– -$15K -624 Closed
CG
493
Cutler Group
California
– -$14K -600 Closed
LSA
494
Lansing Street Advisors
Pennsylvania
– -$14K -552 Closed
CWM
495
Cedar Wealth Management
California
– -$11K -440 Closed
PMFA
496
Plante Moran Financial Advisors
Michigan
– -$10K -404 Closed
KFS
497
Kelly Financial Services
Massachusetts
– -$7.15K -287 Closed
ZB
498
Zions Bancorporation
Utah
– -$5K -216 Closed
WFA
499
WestHill Financial Advisors
California
– -$5K -212 Closed
SSB
500
Sandy Spring Bank
Maryland
– -$5K -200 Closed
17 18 19
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