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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 %
FCIM
76
Fairview Capital Investment Management
California
$2.17M 105,380 +4,550 +5%
BFPW
77
BOK Financial Private Wealth
Colorado
$2.14M 104,314 -15,836 -13%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$2.11M 102,470 +93,028 +985%
LFS
79
Lutz Financial Services
Nebraska
$2.1M 102,394 +3,080 +3%
MML Investors Services
80
MML Investors Services
Massachusetts
$2.07M 100,654 -26,040 -21%
PIMG
81
Patriot Investment Management Group
Tennessee
$2.05M 99,910 +70,628 +241%
HighTower Advisors
82
HighTower Advisors
Illinois
$2.04M 99,248 +4,242 +4%
RW
83
REDW Wealth
New Mexico
$2.01M 97,772 +24,992 +34%
PFC
84
Phocas Financial Corp
California
$1.88M 91,302 +91,302 New
Truist Financial
85
Truist Financial
North Carolina
$1.81M 88,246 -5,892 -6%
AWM
86
Avior Wealth Management
Nebraska
$1.76M 85,486 -85,878 -50%
CPIG
87
Chicago Partners Investment Group
Illinois
$1.69M 76,702 -2,048 -3%
SCI
88
Stableford Capital II
Arizona
$1.68M 81,824 +25,260 +45%
SWM
89
SeaCrest Wealth Management
New York
$1.67M 81,148 -140 -0.2%
PCA
90
Personal Capital Advisors
California
$1.63M 79,530 +2,798 +4%
VCP
91
Vista Capital Partners
Oregon
$1.59M 77,508 -3,708 -5%
BA
92
Ballast Advisors
Minnesota
$1.57M 76,388 +3,100 +4%
PAG
93
Private Advisor Group
New Jersey
$1.54M 75,090 +1,748 +2%
EWM
94
Empirical Wealth Management
Washington
$1.53M 74,534 -366 -0.5%
TAM
95
Trillium Asset Management
Massachusetts
$1.53M 74,454 -4,812 -6%
Morgan Stanley
96
Morgan Stanley
New York
$1.52M 73,878 -12,080 -14%
MWM
97
Mission Wealth Management
California
$1.5M 73,090 -2,682 -4%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$1.5M 72,910 +20,646 +40%
MAS
99
Madden Advisory Services
Florida
$1.48M 71,930 +3,124 +5%
SWM
100
Sculati Wealth Management
Michigan
$1.46M 71,086 -4,534 -6%
2 3
4
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