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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 %
PFA
126
Pure Financial Advisors
California
$1.1M 47,898 -3,516 -7%
WA
127
WBH Advisory
Maryland
$1.09M 45,892 +314 +0.7%
Osaic Holdings
128
Osaic Holdings
Arizona
$1.07M 46,640 +718 +2%
UCFA
129
United Capital Financial Advisors
Texas
$1.05M 46,052 -2,874 -6%
PWM
130
Perigon Wealth Management
California
$1.04M 45,548 +10,662 +31%
KBFS
131
Kohmann Bosshard Financial Services
Ohio
$1.03M 45,134 -5,848 -11%
SWM
132
SigFig Wealth Management
California
$1.03M 44,822 +5,542 +14%
B
133
Bridgeworth
Alabama
$1.02M 44,448 -160 -0.4%
Wolverine Trading
134
Wolverine Trading
Illinois
$1.02M 44,224 +44,224 New
ASN
135
Advisory Services Network
Georgia
$1M 43,834 +226 +0.5%
MIS
136
Morningstar Investment Services
Illinois
$1M 43,436 -236,782 -84%
AWM
137
AE Wealth Management
Kansas
$999K 43,622 +4,822 +12%
HWA
138
HHM Wealth Advisors
Tennessee
$965K 42,128 -670 -2%
RC
139
Roundview Capital
New Jersey
$963K 42,066 +1,764 +4%
CAN
140
Cetera Advisor Networks
California
$955K 41,712 +41,712 New
BDF
141
Black Diamond Financial
Maryland
$942K 41,132 +2 +0%
AWA
142
Alaska Wealth Advisors
Alaska
$915K 39,946 +23,606 +144%
GC
143
Garde Capital
Washington
$898K 39,226 -726 -2%
WCFA
144
Walkner Condon Financial Advisors
Wisconsin
$894K 39,082 -202 -0.5%
State Street
145
State Street
Massachusetts
$884K 38,598 -1,160 -3%
VA
146
Valmark Advisers
Ohio
$882K 38,526 +16,566 +75%
WFA
147
Websterrogers Financial Advisors
South Carolina
$856K 36,650 -4,398 -11%
MAM
148
Marotta Asset Management
Virginia
$849K 36,948 -21,316 -37%
FA
149
FC Advisory
Pennsylvania
$836K 36,516 +2,330 +7%
MCM
150
Mainstay Capital Management
Michigan
$824K 35,984 +6,506 +22%
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