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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 %
KeyBank National Association
151
KeyBank National Association
Ohio
$614K – – –
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$613K +$4.97K +242 +0.8%
UBS Group
153
UBS Group
Switzerland
$613K +$325K +15,838 +113%
PA
154
Parallel Advisors
California
$612K +$257K +12,506 +72%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$607K +$241K +11,752 +66%
GBT
156
Grove Bank & Trust
Florida
$607K +$607K +29,542 New
MCM
157
Mainstay Capital Management
Michigan
$606K -$25.9K -1,260 -4%
LAIC
158
Lederer & Associates Investment Counsel
California
$595K +$183K +8,894 +44%
JC
159
Jentner Corp
Ohio
$595K +$32.4K +1,576 +6%
LWM
160
Loveless Wealth Management
Montana
$592K -$2.06K -100 -0.3%
BSW
161
Buckingham Strategic Wealth
Missouri
$592K +$575 +28 +0.1%
LFA
162
Landmark Financial Advisors
Kentucky
$591K -$77.5K -3,772 -12%
FF
163
Friedenthal Financial
New Jersey
$587K -$89.5K -4,358 -13%
WAM
164
Wakefield Asset Management
Colorado
$577K +$32.1K +1,560 +6%
CL
165
Choreo LLC
Illinois
$570K +$16.5K +802 +3%
Stifel Financial
166
Stifel Financial
Missouri
$561K +$54.6K +2,660 +11%
DBRC
167
D.B. Root & Company
Pennsylvania
$555K -$80.3K -3,914 -13%
PWA
168
Peterson Wealth Advisors
Utah
$555K -$2.55K -124 -0.5%
CG
169
Colony Group
Massachusetts
$533K +$92.2K +4,488 +21%
LF
170
LifeSteps Financial
California
$511K -$9.12K -444 -2%
CFA
171
Cahill Financial Advisors
Minnesota
$510K -$61.1K -2,974 -11%
PFM
172
Peak Financial Management
Massachusetts
$510K +$59.5K +2,898 +13%
AFA
173
Atlanta Financial Associates
Georgia
$509K – – –
PHAM
174
Palisades Hudson Asset Management
Florida
$508K +$1.36K +66 +0.3%
SFS
175
Sowell Financial Services
Arkansas
$504K +$210K +9,668 +72%
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7
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