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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.

New
Increased
Maintained
Reduced
Closed
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 %
B
126
Bridgeworth
Alabama
$916K -$8.05K -392 -0.9%
ASN
127
Advisory Services Network
Georgia
$896K -$5.59K -272 -0.6%
HWA
128
HHM Wealth Advisors
Tennessee
$879K +$34.9K +1,700 +4%
BDF
129
Black Diamond Financial
Maryland
$845K +$14.7K +716 +2%
WFA
130
Websterrogers Financial Advisors
South Carolina
$843K -$6.57K -320 -0.8%
RC
131
Roundview Capital
New Jersey
$828K +$288 +14 +0%
GC
132
Garde Capital
Washington
$821K -$4.97K -242 -0.6%
State Street
133
State Street
Massachusetts
$817K +$48.1K +2,342 +6%
SWM
134
SigFig Wealth Management
California
$807K +$16.5K +804 +2%
WCFA
135
Walkner Condon Financial Advisors
Wisconsin
$807K +$26.1K +1,272 +3%
SWA
136
Stratos Wealth Advisors
Ohio
$802K +$428K +20,826 +114%
AWM
137
AE Wealth Management
Kansas
$797K -$11.7M -569,490 -94%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$766K -$2.71M -131,768 -78%
MAS
139
Managed Account Services
Florida
$731K -$38.8K -1,888 -5%
EA
140
Efficient Advisors
Ohio
$719K -$125K -6,096 -15%
PWM
141
Perigon Wealth Management
California
$717K +$164K +7,988 +30%
H
142
HoyleCohen
California
$709K -$15.6K -760 -2%
FA
143
FC Advisory
Pennsylvania
$702K +$50.8K +2,474 +8%
GT
144
Greenleaf Trust
Michigan
$691K +$30.4K +1,480 +5%
TWM
145
Tradition Wealth Management
Minnesota
$682K -$10.4K -504 -1%
BAM
146
Baldrige Asset Management
Pennsylvania
$672K +$61.8K +3,008 +10%
GPFA
147
Game Plan Financial Advisors
Ohio
$666K +$666K +32,196 New
JAG
148
Journey Advisory Group
Kentucky
$664K -$4.32K -210 -0.6%
TYCC
149
Texas Yale Capital Corp
Florida
$653K – – –
SBH
150
Segall Bryant & Hamill
Illinois
$627K -$68K -3,316 -10%
4 5
6
7 8