SCHH icon

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 %
Goldman Sachs
76
Goldman Sachs
New York
$3.52M 141,253 +12,233 +9%
SWA
77
Stratos Wealth Advisors
Ohio
$3.48M 139,822 -23,066 -14%
Morgan Stanley
78
Morgan Stanley
New York
$3.48M 139,811 -5,047 -3%
FWM
79
Fortress Wealth Management
California
$3.47M 139,524 +3,310 +2%
Stifel Financial
80
Stifel Financial
Missouri
$3.41M 137,043 -1,119 -0.8%
AWM
81
Avior Wealth Management
Nebraska
$3.41M 136,989 +12,893 +10%
CWM
82
Congress Wealth Management
Massachusetts
$3.37M 135,313 -20,731 -13%
Truist Financial
83
Truist Financial
North Carolina
$3.36M 135,153 +41,281 +44%
ASI
84
Advisory Services & Investments
Oregon
$3.28M 131,874 -1,450 -1%
CI
85
CX Institutional
Indiana
$3.27M 131,244 +18,690 +17%
GCA
86
Gradient Capital Advisors
California
$3.23M 129,924 -20,224 -13%
PCM
87
Passive Capital Management
Maryland
$3.21M 129,008 +86,118 +201%
GB
88
Gunma Bank
Japan
$3.14M 126,000 +42,000 +50%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$3.13M 125,908 -6,472 -5%
WAM
90
Worth Asset Management
Texas
$3.05M 139,976 +139,976 New
BIP
91
Blueprint Investment Partners
North Carolina
$3.03M 121,642 +278 +0.2%
HighTower Advisors
92
HighTower Advisors
Illinois
$3.02M 121,253 -65,579 -35%
MFGP
93
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.89M 116,235 -5,769 -5%
B
94
Bensler
Washington
$2.84M 114,030 +114,030 New
AC
95
AWM Capital
Arizona
$2.76M 110,970 – –
ACA
96
Atlas Capital Advisors
Wyoming
$2.7M 108,348 -18,226 -14%
JCIA
97
Jackson Creek Investment Advisors
Colorado
$2.55M 102,435 +4,641 +5%
FCIM
98
Fairview Capital Investment Management
California
$2.53M 101,465 +25 +0%
PIMG
99
Patriot Investment Management Group
Tennessee
$2.43M 97,453 -1,129 -1%
CWM
100
Centric Wealth Management
Illinois
$2.43M 97,428 +97,428 New
2 3
4
5 6