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Schwab US REIT ETF
SCHH

Overview Fund Activity

400 hedge funds and large institutions have $4.25B invested in Schwab US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 126 reducing their positions, and 28 closing their positions.

Holders
400
Holders Change
+16
Holders Change %
+4.17%
% of All Funds
6.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
48
Increased
157
Reduced
126
Closed
28
Calls
$7K
Puts
$893K
Net Calls
-$886K
Net Calls Change
-$1.37M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.04B
2
US Bancorp
2
US Bancorp
Minnesota
$340M
3
GCA
3
Genesee Capital Advisors
New York
$11.7M
4
IA
4
IAM Advisory
Pennsylvania
$11.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$24.8M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$623M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$763M
3
M&T Bank
3
M&T Bank
New York
$24.7M
4
Ameriprise
4
Ameriprise
Minnesota
$2.63M
5
FEG
5
Fund Evaluation Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
51
Ironsides Asset Advisors
North Carolina
$4.33M 189,000 – –
PFO
52
Pathstone Family Office
New Jersey
$4.14M 181,000 – –
RIM
53
Rockbridge Investment Management
New York
$4.1M 178,982 -10,122 -5%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$3.85M 168,142 -27,398 -14%
SC
55
Schoolcraft Capital
Colorado
$3.85M 168,132 -180 -0.1%
UBS AM
56
UBS AM
Illinois
$3.63M 158,700 – –
Betterment LLC
57
Betterment LLC
New York
$3.51M 153,258 +47,788 +45%
WWM
58
WT Wealth Management
Arizona
$3.44M 150,316 +5,006 +3%
FCI
59
Financial Counselors Inc
Kansas
$3.44M 150,150 – –
HI
60
Harbour Investments
Wisconsin
$3.44M 150,112 +132,382 +747%
GCA
61
Gradient Capital Advisors
California
$3.43M 149,650 +11,834 +9%
GWM
62
Geneos Wealth Management
Colorado
$3.39M 146,810 +5,092 +4%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$3.39M 147,854 +18,610 +14%
AP
64
Appleton Partners
Massachusetts
$3.31M 144,354 +8,084 +6%
CPWM
65
Cypress Point Wealth Management
Texas
$3.29M 143,616 +3,612 +3%
MFGP
66
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.07M 134,186 -1,270 -0.9%
ASI
67
Advisory Services & Investments
Oregon
$3.05M 133,296 -16,828 -11%
WIC
68
Whitegate Investment Counselors
New Hampshire
$2.95M 128,750 -9,588 -7%
BIP
69
Blueprint Investment Partners
North Carolina
$2.93M 128,158 -5,856 -4%
SMC
70
Smith, Moore & Co
Missouri
$2.92M 127,488 +5,318 +4%
Ameriprise
71
Ameriprise
Minnesota
$2.63M 114,858 -403,378 -78%
FA
72
Fiducient Advisors
Illinois
$2.56M 111,580 -3,426 -3%
HighTower Advisors
73
HighTower Advisors
Illinois
$2.51M 110,048 +10,800 +11%
Mariner
74
Mariner
Kansas
$2.47M 108,018 -7,686 -7%
AWM
75
Avior Wealth Management
Nebraska
$2.44M 106,360 +20,874 +24%
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