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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$117M
2
PFG
Piershale Financial Group
Illinois
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$4.72M
4
Financial Engines Advisors
Financial Engines Advisors
California
$856M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
501
Snowden Capital Advisors
New York
– -$2K -108 Closed
GWS
502
Glassman Wealth Services
Virginia
– -$2K -92 Closed
DWMG
503
DB Wealth Management Group
California
– -$2K -78 Closed
AHIA
504
Andrew Hill Investment Advisors
Florida
– -$1K -74 Closed
NFSG
505
Newbridge Financial Services Group
Florida
– -$2K -60 Closed
VCM
506
Versant Capital Management
Arizona
– -$1K -50 Closed
CFCI
507
Comprehensive Financial Consultants Institutional
Indiana
– -$1K -44 Closed
SMA
508
Sage Mountain Advisors
Georgia
– -$1K -42 Closed
EVM
509
Eaton Vance Management
Massachusetts
– -$1K -30 Closed
BW
510
Bison Wealth
Georgia
– -$1K -22 Closed
17 18 19 20
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