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Schwab US REIT ETF
SCHH

Overview Fund Activity

384 hedge funds and large institutions have $3.79B invested in Schwab US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 38 closing their positions.

Holders
384
Holders Change
+21
Holders Change %
+5.79%
% of All Funds
6.76%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
62
Increased
152
Reduced
106
Closed
38
Calls
$480K
Puts
–
Net Calls
+$480K
Net Calls Change
+$476K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$705M
2
CSIA
2
Charles Schwab Investment Advisory
California
$898M
3
US Bancorp
3
US Bancorp
Minnesota
$287M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.9M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$190M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$797K
2
ABC
2
Associated Banc-Corp
Wisconsin
$0
3
MTC
3
Matrix Trust Company
Colorado
$50.5M
4
M&T Bank
4
M&T Bank
New York
$31.2M
5
Creative Planning
5
Creative Planning
Kansas
$597M
Name Market Value Shares Shares
Change 		Shares
Change %
FNC
51
First National Corp
Massachusetts
$3.74M 181,782 +30,064 +20%
PFO
52
Pathstone Family Office
New Jersey
$3.72M 181,000 – –
AWM
53
Apollon Wealth Management
South Carolina
$3.6M 175,398 +18,642 +12%
SC
54
Schoolcraft Capital
Colorado
$3.46M 168,312 -1,638 -1%
UBS AM
55
UBS AM
Illinois
$3.26M 158,700 – –
GWM
56
Geneos Wealth Management
Colorado
$3.15M 141,718 +742 +0.5%
FCI
57
Financial Counselors Inc
Kansas
$3.09M 150,150 -80,148 -35%
ASI
58
Advisory Services & Investments
Oregon
$3.08M 150,124 +150,124 New
PAG
59
Pinnacle Advisory Group
Maryland
$3.04M 148,106 +14,326 +11%
WWM
60
WT Wealth Management
Arizona
$2.99M 145,310 +21,738 +18%
NRI
61
NFP Retirement Inc
California
$2.88M 140,294 +112,168 +399%
CPWM
62
Cypress Point Wealth Management
Texas
$2.88M 140,004 +14,876 +12%
WIC
63
Whitegate Investment Counselors
New Hampshire
$2.84M 138,338 -86 -0.1%
GCA
64
Gradient Capital Advisors
California
$2.83M 137,816 +14,296 +12%
AP
65
Appleton Partners
Massachusetts
$2.8M 136,270 +11,952 +10%
MFGP
66
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.78M 135,456 +18,904 +16%
CW
67
CreativeOne Wealth
Kansas
$2.76M 134,466 -61,050 -31%
BIP
68
Blueprint Investment Partners
North Carolina
$2.75M 134,014 +133,898 +115,429%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$2.71M 131,862 +48,224 +58%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$2.66M 129,244 -29,646 -19%
SMC
71
Smith, Moore & Co
Missouri
$2.51M 122,170 +2,104 +2%
JCIA
72
Jackson Creek Investment Advisors
Colorado
$2.46M 119,626 +12,396 +12%
Mariner
73
Mariner
Kansas
$2.38M 115,704 +27,278 +31%
FA
74
Fiducient Advisors
Illinois
$2.36M 115,006 +5,576 +5%
Betterment LLC
75
Betterment LLC
New York
$2.17M 105,470 +32,012 +44%
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