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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 %
FCIM
76
Fairview Capital Investment Management
California
$2.42M 105,780 +400 +0.4%
PIMG
77
Patriot Investment Management Group
Tennessee
$2.31M 100,714 +804 +0.8%
JCIA
78
Jackson Creek Investment Advisors
Colorado
$2.28M 99,774 -19,852 -17%
SWA
79
Stratos Wealth Advisors
Ohio
$2.28M 99,474 +60,432 +155%
RW
80
REDW Wealth
New Mexico
$2.22M 96,756 -1,016 -1%
MML Investors Services
81
MML Investors Services
Massachusetts
$2.21M 96,700 -3,954 -4%
Truist Financial
82
Truist Financial
North Carolina
$2.16M 94,362 +6,116 +7%
PFC
83
Phocas Financial Corp
California
$2.09M 91,302 – –
LFS
84
Lutz Financial Services
Nebraska
$2.04M 88,882 -13,512 -13%
ACA
85
Atlas Capital Advisors
Wyoming
$2M 87,376 +27,718 +46%
SWM
86
SeaCrest Wealth Management
New York
$1.92M 83,654 +2,506 +3%
Goldman Sachs
87
Goldman Sachs
New York
$1.83M 80,032 +69,816 +683%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$1.82M 79,568 -52,294 -40%
EWM
89
Empirical Wealth Management
Washington
$1.81M 78,936 +4,402 +6%
CWM
90
Curi Wealth Management
North Carolina
$1.78M 77,896 +9,120 +13%
PAG
91
Private Advisor Group
New Jersey
$1.77M 77,424 +2,334 +3%
CPIG
92
Chicago Partners Investment Group
Illinois
$1.77M 74,238 -2,464 -3%
BA
93
Ballast Advisors
Minnesota
$1.76M 76,872 +484 +0.6%
VCP
94
Vista Capital Partners
Oregon
$1.72M 74,992 -2,516 -3%
Morgan Stanley
95
Morgan Stanley
New York
$1.69M 74,012 +134 +0.2%
NRI
96
NFP Retirement Inc
California
$1.69M 73,824 -66,470 -47%
PWS
97
Peloton Wealth Strategists
Indiana
$1.64M 71,816 +1,190 +2%
SFS
98
Solitude Financial Services
Virginia
$1.63M 71,254 +296 +0.4%
MAS
99
Madden Advisory Services
Florida
$1.63M 71,184 -746 -1%
PCA
100
Personal Capital Advisors
California
$1.63M 71,012 -8,518 -11%
2 3
4
5 6