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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, 190 increasing their positions, 149 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
190
Reduced
149
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 Holding Trade Value Shares
Change 		Shares
Change %
RW
101
REDW Wealth
New Mexico
$2.36M -$15K -602 -0.6%
HFS
102
Hantz Financial Services
Michigan
$2.28M +$2.25M +90,604 +11,269%
IFA
103
Interactive Financial Advisors
Illinois
$2.26M -$2.46M -98,972 -52%
PAG
104
Private Advisor Group
New Jersey
$2.25M -$63.3K -2,543 -3%
MML Investors Services
105
MML Investors Services
Massachusetts
$2.23M -$61.8K -2,484 -3%
MAS
106
Madden Advisory Services
Florida
$2.06M +$73.6K +2,958 +4%
EWM
107
Empirical Wealth Management
Washington
$2.04M +$88.2K +3,543 +5%
CWM
108
Curi Wealth Management
North Carolina
$2.02M -$340K -13,664 -14%
CF
109
Centaurus Financial
California
$1.95M +$1.95M +78,193 New
PCA
110
Permit Capital Advisors
Pennsylvania
$1.91M +$1.91M +73,492 New
BA
111
Ballast Advisors
Minnesota
$1.88M -$17.2K -693 -0.9%
VCP
112
Vista Capital Partners
Oregon
$1.84M -$10K -402 -0.5%
CAG
113
Curtis Advisory Group
California
$1.83M +$97.3K +3,908 +6%
SWM
114
SeaCrest Wealth Management
New York
$1.82M -$7.87K -316 -0.4%
IA
115
IFG Advisors
Missouri
$1.8M -$52K -2,090 -3%
PFC
116
Phocas Financial Corp
California
$1.79M -$641K -25,770 -26%
NRI
117
NFP Retirement Inc
California
$1.77M +$16.8K +675 +1%
MCM
118
MAI Capital Management
Ohio
$1.75M +$67.5K +2,711 +4%
PCA
119
Personal Capital Advisors
California
$1.72M -$148K -5,944 -8%
GBT
120
Grove Bank & Trust
Florida
$1.72M +$450K +18,080 +36%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$1.65M -$97K -3,895 -6%
LFS
122
Lutz Financial Services
Nebraska
$1.65M -$5.62K -226 -0.3%
TAM
123
Trillium Asset Management
Massachusetts
$1.57M -$21.2K -850 -1%
SIG
124
Spinnaker Investment Group
California
$1.56M -$4.21M -165,641 -73%
SWM
125
Sculati Wealth Management
Michigan
$1.56M -$61.1K -2,454 -4%
3 4
5
6 7