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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 Holding Trade Value Shares
Change 		Shares
Change %
SFS
101
Solitude Financial Services
Virginia
$1.46M -$61.4K -2,990 -4%
PWS
102
Peloton Wealth Strategists
Indiana
$1.45M +$139K +6,764 +11%
CWM
103
Curi Wealth Management
North Carolina
$1.41M +$326K +15,880 +30%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$1.39M +$37.9K +1,846 +3%
CAG
105
Curtis Advisory Group
California
$1.26M +$183K +8,882 +17%
IA
106
IFG Advisors
Missouri
$1.26M +$128K +6,222 +11%
AA
107
Alesco Advisors
New York
$1.24M -$32.9K -1,600 -3%
ACA
108
Atlas Capital Advisors
Wyoming
$1.23M +$1.1M +53,592 +883%
MAM
109
Marotta Asset Management
Virginia
$1.22M -$918K -43,888 -43%
Bank of America
110
Bank of America
North Carolina
$1.19M -$393K -19,114 -25%
RPCA
111
Running Point Capital Advisors
California
$1.15M +$140K +6,836 +14%
CFMC
112
Curbstone Financial Management Corp
New Hampshire
$1.12M – – –
BWM
113
BCS Wealth Management
Tennessee
$1.12M +$78.8K +3,836 +8%
OIA
114
OneDigital Investment Advisors
Kansas
$1.1M -$164K -7,994 -13%
SCA
115
Stokes Capital Advisors
South Carolina
$1.1M +$122K +5,956 +13%
CI
116
Cordant Inc
Oregon
$1.08M -$2.75K -134 -0.3%
PFA
117
Pure Financial Advisors
California
$1.06M -$45K -2,192 -4%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$1.05M -$600K -29,204 -36%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.02M -$26.6K -1,296 -3%
PRWA
120
Platte River Wealth Advisors
Colorado
$1.01M – – –
UCFA
121
United Capital Financial Advisors
Texas
$1.01M -$121K -5,882 -11%
QI
122
QS Investors
New York
$1M -$1.16M -56,254 -54%
VM
123
VPR Management
Texas
$994K – – –
Osaic Holdings
124
Osaic Holdings
Arizona
$944K -$357K -17,356 -27%
WA
125
WBH Advisory
Maryland
$936K -$8.21K -400 -0.9%
3 4
5
6 7