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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$638M
2
MGIA
Moneta Group Investment Advisors
Missouri
$73.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$23.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$150M
5
OAM
Oak Asset Management
California
$7.86M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$6.52M
2
CSIA
Charles Schwab Investment Advisory
California
$960M
3
TCM
Tradewinds Capital Management
Washington
$9.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$713M
5
AWM
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
WBH Advisory
Maryland
$1.21M +$211K +9,904 +21%
LAIC
127
Lederer & Associates Investment Counsel
California
$1.21M -$18.6K -880 -2%
OIA
128
OneDigital Investment Advisors
Kansas
$1.2M +$14.4K +682 +1%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$1.19M -$207K -9,801 -15%
BAM
130
Baldrige Asset Management
Pennsylvania
$1.16M +$123K +5,829 +12%
C
131
Certuity
Florida
$1.15M +$178K +8,453 +18%
CFMC
132
Curbstone Financial Management Corp
New Hampshire
$1.15M – – –
GT
133
Greenleaf Trust
Michigan
$1.15M +$284K +13,480 +33%
TI
134
Truepoint Inc
Ohio
$1.14M +$28.9K +1,370 +3%
Citadel Advisors
135
Citadel Advisors
Florida
$1.14M +$1.14M +53,970 New
BFPW
136
BOK Financial Private Wealth
Colorado
$1.12M +$209K +9,897 +23%
KBFS
137
Kohmann Bosshard Financial Services
Ohio
$1.08M +$146K +6,922 +16%
FA
138
FC Advisory
Pennsylvania
$1.07M +$130K +6,172 +14%
VA
139
Valmark Advisers
Ohio
$1.07M -$12.5K -591 -1%
B
140
Bridgeworth
Alabama
$1.06M -$11.7K -553 -1%
AAS
141
Avantax Advisory Services
Texas
$1.06M +$178K +8,455 +20%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$1.04M +$58.1K +2,758 +6%
FT
143
Fiduciary Trust
Massachusetts
$1.03M +$5.49K +260 +0.5%
AWA
144
Alaska Wealth Advisors
Alaska
$1.03M -$32.5K -1,539 -3%
WF
145
Whelan Financial
California
$1.01M +$646K +30,626 +175%
GBT
146
Grove Bank & Trust
Florida
$1.01M -$447K -21,194 -31%
RC
147
Roundview Capital
New Jersey
$992K +$60.9K +2,887 +7%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$969K +$299K +14,171 +45%
HWA
149
HHM Wealth Advisors
Tennessee
$963K +$4.43K +210 +0.5%
Renaissance Technologies
150
Renaissance Technologies
New York
$953K +$953K +45,200 New
4 5
6
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