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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 %
Jane Street
101
Jane Street
New York
$1.73M +$1.73M +81,978 New
MML Investors Services
102
MML Investors Services
Massachusetts
$1.72M -$170K -8,040 -9%
BA
103
Ballast Advisors
Minnesota
$1.62M +$32.2K +1,526 +2%
CPIG
104
Chicago Partners Investment Group
Illinois
$1.62M +$73.5K +3,217 +5%
BIP
105
Blueprint Investment Partners
North Carolina
$1.59M -$974K -46,199 -38%
NRI
106
NFP Retirement Inc
California
$1.53M +$34.3K +1,625 +2%
PFC
107
Phocas Financial Corp
California
$1.53M +$8.6K +408 +0.6%
PCA
108
Personal Capital Advisors
California
$1.5M +$39.6K +1,878 +3%
FTS
109
Fifth Third Securities
Ohio
$1.49M +$1.49M +70,853 New
MCM
110
MAI Capital Management
Ohio
$1.49M +$13.3K +630 +0.9%
IA
111
IFG Advisors
Missouri
$1.49M -$41K -1,946 -3%
ACA
112
Atlas Capital Advisors
Wyoming
$1.44M -$840K -39,846 -37%
CAG
113
Curtis Advisory Group
California
$1.43M -$123K -5,838 -8%
PWM
114
Perigon Wealth Management
California
$1.36M +$79.9K +3,788 +6%
FWM
115
Fortress Wealth Management
California
$1.33M -$1.61M -76,383 -55%
TAM
116
Trillium Asset Management
Massachusetts
$1.33M – – –
WSTAM
117
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M +$99.6K +4,722 +8%
SWM
118
SeaCrest Wealth Management
New York
$1.32M -$222K -10,520 -14%
PFA
119
Pure Financial Advisors
California
$1.31M +$152K +7,213 +13%
PRWA
120
Platte River Wealth Advisors
Colorado
$1.27M +$263K +12,490 +26%
MWM
121
Mission Wealth Management
California
$1.27M -$39.8K -1,886 -3%
AA
122
Alesco Advisors
New York
$1.26M -$25.5K -1,210 -2%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$1.25M +$10.6K +504 +0.9%
BWM
124
BCS Wealth Management
Tennessee
$1.24M +$57.6K +2,734 +5%
SWM
125
Sculati Wealth Management
Michigan
$1.24M -$83.3K -3,951 -6%
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5
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