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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, 390 increasing their positions, 18 reducing their positions, and 58 closing their positions.

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
390
Reduced
18
Closed
58
Calls
$959K
Puts
$493K
Net Calls
+$466K
Net Calls Change
+$160K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$163M
2
Charles Schwab
2
Charles Schwab
California
$455M
3
Creative Planning
3
Creative Planning
Kansas
$713M
4
TCM
4
Tradewinds Capital Management
Washington
$38.8M
5
US Bancorp
5
US Bancorp
Minnesota
$437M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$117M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.72M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$856M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CST
51
Charles Schwab Trust
Nevada
$5.25M 210,760 +5,818 +3%
UBS AM
52
UBS AM
Illinois
$5.01M 201,186 +21,344 +12%
BDWCC
53
B&D White Capital Company
Texas
$4.94M 198,315 +23,059 +13%
JFG
54
JMG Financial Group
Illinois
$4.83M 194,098 -1,066 -0.5%
Osaic Holdings
55
Osaic Holdings
Arizona
$4.72M 191,954 -516,648 -73%
HSA
56
HBK Sorce Advisory
Pennsylvania
$4.64M 186,529 -6,875 -4%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$4.62M 185,641 -53,823 -22%
IAA
58
Ironsides Asset Advisors
North Carolina
$4.58M 184,000 – –
Cerity Partners
59
Cerity Partners
New York
$4.58M 183,810 -126,508 -41%
PFO
60
Pathstone Family Office
New Jersey
$4.41M 177,000 – –
RIM
61
Rockbridge Investment Management
New York
$4.4M 173,229 -3,753 -2%
AWM
62
AE Wealth Management
Kansas
$4.35M 174,893 +48,897 +39%
VT
63
Vise Technologies
New York
$4.23M 169,865 +169,865 New
CPWM
64
Cypress Point Wealth Management
Texas
$4.2M 168,758 +11,046 +7%
BWFA
65
Baltimore-Washington Financial Advisors
Maryland
$4.05M 1,369 +1,369 New
Ameriprise
66
Ameriprise
Minnesota
$4.02M 161,441 +3,043 +2%
JG
67
Jefferies Group
New York
$3.96M 158,974 +158,974 New
WWM
68
WT Wealth Management
Arizona
$3.95M 158,625 +8,137 +5%
AP
69
Appleton Partners
Massachusetts
$3.93M 157,898 +4,758 +3%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$3.93M 157,757 +21,747 +16%
ULWM
71
Upper Left Wealth Management
Florida
$3.91M 154,040 -7,864 -5%
SC
72
Schoolcraft Capital
Colorado
$3.91M 157,122 -6,002 -4%
GWM
73
Geneos Wealth Management
Colorado
$3.76M 151,055 +4,015 +3%
FCI
74
Financial Counselors Inc
Kansas
$3.59M 144,412 – –
SMC
75
Smith, Moore & Co
Missouri
$3.54M 142,054 +4,224 +3%
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3
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