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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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$2.81M +$244K +11,560 +10%
SMC
77
Smith, Moore & Co
Missouri
$2.79M -$206K -9,789 -7%
PIMG
78
Patriot Investment Management Group
Tennessee
$2.69M +$636K +30,176 +31%
EWM
79
Empirical Wealth Management
Washington
$2.65M +$920K +43,637 +53%
WWM
80
WT Wealth Management
Arizona
$2.62M -$722K -34,217 -22%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$2.56M +$2.56M +121,284 New
SWA
82
Stratos Wealth Advisors
Ohio
$2.53M -$421K -19,978 -14%
MFGP
83
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.41M -$46.8K -2,217 -2%
PA
84
Procyon Advisors
Connecticut
$2.4M +$2.4M +113,586 New
JCIA
85
Jackson Creek Investment Advisors
Colorado
$2.35M +$12.8K +559 +0.5%
B
86
Bensler
Washington
$2.35M -$59.7K -2,829 -2%
AC
87
AWM Capital
Arizona
$2.34M – – –
CI
88
CX Institutional
Indiana
$2.32M -$451K -21,385 -16%
AWM
89
AE Wealth Management
Kansas
$2.3M -$1.39M -65,980 -38%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$2.27M -$385K -18,266 -15%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$2.23M -$1.69M -80,106 -43%
FCIM
92
Fairview Capital Investment Management
California
$2.22M +$78.1K +3,705 +4%
VCP
93
Vista Capital Partners
Oregon
$2.03M +$470K +22,288 +30%
WCA
94
Waypoint Capital Advisors
Minnesota
$2M +$2M +94,893 New
RW
95
REDW Wealth
New Mexico
$1.94M -$57.2K -2,714 -3%
GCA
96
Gradient Capital Advisors
California
$1.93M -$811K -38,442 -30%
CWM
97
Curi Wealth Management
North Carolina
$1.91M +$203K +9,625 +12%
PAG
98
Private Advisor Group
New Jersey
$1.89M -$21.7K -1,028 -1%
MAS
99
Madden Advisory Services
Florida
$1.83M +$79.2K +3,757 +5%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.82M -$1.51M -71,601 -45%
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4
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