SCHH icon

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.

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
1
Creative Planning
Kansas
$638M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$73.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$23.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$150M
5
OAM
5
Oak Asset Management
California
$7.86M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.52M
2
CSIA
2
Charles Schwab Investment Advisory
California
$960M
3
TCM
3
Tradewinds Capital Management
Washington
$9.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$713M
5
AWM
5
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
51
Capital Insight Partners
Arizona
$4.69M -$125K -5,923 -3%
CST
52
Charles Schwab Trust
Nevada
$4.68M +$233K +11,060 +5%
GB
53
Gunma Bank
Japan
$4.66M +$2M +95,000 +75%
Osaic Holdings
54
Osaic Holdings
Arizona
$4.3M +$247K +11,713 +6%
Morgan Stanley
55
Morgan Stanley
New York
$4.2M +$1.25M +59,353 +42%
AWM
56
Apollon Wealth Management
South Carolina
$4.18M -$397K -18,813 -9%
PCM
57
Passive Capital Management
Maryland
$3.9M +$1.18M +55,814 +43%
HSA
58
HBK Sorce Advisory
Pennsylvania
$3.75M -$182K -8,618 -5%
CPWM
59
Cypress Point Wealth Management
Texas
$3.75M +$192K +9,092 +5%
CAN
60
Cetera Advisor Networks
California
$3.73M +$3.31M +156,777 +777%
IFA
61
Interactive Financial Advisors
Illinois
$3.51M +$1.56M +72,211 +80%
RIM
62
Rockbridge Investment Management
New York
$3.42M -$236K -11,176 -6%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$3.42M -$1.77M -83,703 -34%
AP
64
Appleton Partners
Massachusetts
$3.41M +$77.7K +3,685 +2%
Ameriprise
65
Ameriprise
Minnesota
$3.41M +$1.39K +66 +0%
GWM
66
Geneos Wealth Management
Colorado
$3.25M +$4.87K +227 +0.2%
SC
67
Schoolcraft Capital
Colorado
$3.17M -$142K -6,742 -4%
ULWM
68
Upper Left Wealth Management
Florida
$3.17M -$80.5K -3,815 -2%
FCI
69
Financial Counselors Inc
Kansas
$3.05M +$1.18K +56 +0%
Goldman Sachs
70
Goldman Sachs
New York
$3.05M +$66.5K +3,152 +2%
Truist Financial
71
Truist Financial
North Carolina
$3.04M +$191K +9,066 +7%
AWM
72
Avior Wealth Management
Nebraska
$2.99M +$101K +4,813 +4%
CWM
73
Congress Wealth Management
Massachusetts
$2.93M +$80.6K +3,824 +3%
Bank of America
74
Bank of America
North Carolina
$2.9M -$6.73M -318,960 -70%
Stifel Financial
75
Stifel Financial
Missouri
$2.83M -$62.3K -2,952 -2%
1 2
3
4 5