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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
$163M
2
Charles Schwab
Charles Schwab
California
$455M
3
Creative Planning
Creative Planning
Kansas
$713M
4
TCM
Tradewinds Capital Management
Washington
$38.8M
5
US Bancorp
US Bancorp
Minnesota
$437M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$117M
2
PFG
Piershale Financial Group
Illinois
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$4.72M
4
Financial Engines Advisors
Financial Engines Advisors
California
$856M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Mission Wealth Management
California
$1.54M -$46.7K -1,878 -3%
LWMNY
127
Landmark Wealth Management (New York)
New York
$1.53M +$786K +60,742 +106%
AA
128
Alesco Advisors
New York
$1.52M +$78.2K +3,144 +5%
PWM
129
Perigon Wealth Management
California
$1.51M +$82K +3,295 +6%
CPIG
130
Chicago Partners Investment Group
Illinois
$1.48M +$36.3K +1,663 +3%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$1.46M +$47.2K +1,897 +3%
LAIC
132
Lederer & Associates Investment Counsel
California
$1.45M -$127K -5,103 -8%
BWM
133
BCS Wealth Management
Tennessee
$1.4M -$260K -10,427 -16%
OIA
134
OneDigital Investment Advisors
Kansas
$1.4M +$16.4K +658 +1%
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$1.38M -$7.01K -296 -0.5%
PFA
136
Pure Financial Advisors
California
$1.37M +$314K +12,633 +30%
CFMC
137
Curbstone Financial Management Corp
New Hampshire
$1.35M – – –
TI
138
Truepoint Inc
Ohio
$1.31M -$64.2K -2,578 -5%
RWA
139
Rainsberger Wealth Advisors
Colorado
$1.3M -$171K -6,852 -12%
VA
140
Valmark Advisers
Ohio
$1.28M +$66.6K +2,675 +6%
BDF
141
Black Diamond Financial
Maryland
$1.27M +$269K +10,805 +27%
B
142
Bridgeworth
Alabama
$1.27M +$167K +6,711 +15%
SCA
143
Stokes Capital Advisors
South Carolina
$1.26M -$127K -5,100 -9%
AWA
144
Alaska Wealth Advisors
Alaska
$1.25M +$76.1K +3,057 +6%
BAM
145
Baldrige Asset Management
Pennsylvania
$1.23M +$367K +14,723 +43%
FT
146
Fiduciary Trust
Massachusetts
$1.21M +$816K +32,772 +208%
PRWA
147
Platte River Wealth Advisors
Colorado
$1.19M – – –
WA
148
WBH Advisory
Maryland
$1.19M +$2.37K +94 +0.2%
HT
149
HAP Trading
New York
$1.18M -$3.54M -142,429 -75%
CI
150
Cordant Inc
Oregon
$1.17M -$65.8K -2,645 -5%
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