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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 %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$1.61M 70,252 +2,824 +4%
MWM
102
Mission Wealth Management
California
$1.6M 69,908 -3,182 -4%
TAM
103
Trillium Asset Management
Massachusetts
$1.6M 69,650 -4,804 -6%
IA
104
IFG Advisors
Missouri
$1.56M 67,956 +6,888 +11%
SWM
105
Sculati Wealth Management
Michigan
$1.54M 67,310 -3,776 -5%
CAG
106
Curtis Advisory Group
California
$1.46M 63,938 +2,726 +4%
AA
107
Alesco Advisors
New York
$1.36M 59,296 -1,060 -2%
TRCT
108
Tower Research Capital (TRC)
New York
$1.35M 59,156 +56,208 +1,907%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$1.34M 58,548 +9,010 +18%
Bank of America
110
Bank of America
North Carolina
$1.33M 58,230 +294 +0.5%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.33M 58,242 +20,978 +56%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$1.31M 57,402 +57,266 +42,107%
BWM
113
BCS Wealth Management
Tennessee
$1.3M 56,674 +2,358 +4%
RPCA
114
Running Point Capital Advisors
California
$1.28M 55,794 – –
MCM
115
MAI Capital Management
Ohio
$1.27M 55,594 +35,840 +181%
SCA
116
Stokes Capital Advisors
South Carolina
$1.27M 55,528 +2,156 +4%
Stifel Financial
117
Stifel Financial
Missouri
$1.27M 55,492 +28,182 +103%
CFMC
118
Curbstone Financial Management Corp
New Hampshire
$1.25M 54,700 +400 +0.7%
OIA
119
OneDigital Investment Advisors
Kansas
$1.22M 53,214 -462 -0.9%
CI
120
Cordant Inc
Oregon
$1.2M 52,504 -96 -0.2%
HAS
121
HBW Advisory Services
California
$1.18M 51,642 +51,642 New
BFPW
122
BOK Financial Private Wealth
Colorado
$1.14M 49,690 -54,624 -52%
QI
123
QS Investors
New York
$1.12M 48,714 – –
VM
124
VPR Management
Texas
$1.11M 48,400 – –
PRWA
125
Platte River Wealth Advisors
Colorado
$1.1M 48,060 -46 -0.1%
3 4
5
6 7