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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 %
MAS
151
Managed Account Services
Florida
$797K 34,796 -764 -2%
EA
152
Efficient Advisors
Ohio
$789K 34,458 -520 -1%
FF
153
Friedenthal Financial
New Jersey
$773K 33,772 +5,180 +18%
GBT
154
Grove Bank & Trust
Florida
$764K 33,354 +3,812 +13%
JAG
155
Journey Advisory Group
Kentucky
$761K 33,254 +938 +3%
BAM
156
Baldrige Asset Management
Pennsylvania
$756K 33,018 +316 +1%
TYCC
157
Texas Yale Capital Corp
Florida
$748K 32,690 +890 +3%
TWM
158
Tradition Wealth Management
Minnesota
$741K 32,352 -858 -3%
UBS Group
159
UBS Group
Switzerland
$732K 31,984 +2,148 +7%
GT
160
Greenleaf Trust
Michigan
$727K 31,772 -1,840 -5%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$709K 30,986 +1,436 +5%
SBH
162
Segall Bryant & Hamill
Illinois
$696K 30,412 -146 -0.5%
JC
163
Jentner Corp
Ohio
$685K 29,912 +964 +3%
KeyBank National Association
164
KeyBank National Association
Ohio
$684K 29,870 – –
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$684K 29,872 +18 +0.1%
CG
166
Colony Group
Massachusetts
$663K 28,960 +3,024 +12%
CW
167
CreativeOne Wealth
Kansas
$660K 28,816 -105,650 -79%
Barclays
168
Barclays
United Kingdom
$653K 28,516 +26,694 +1,465%
BSW
169
Buckingham Strategic Wealth
Missouri
$650K 28,386 -434 -2%
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$644K 28,078 -44,832 -61%
PHAM
171
Palisades Hudson Asset Management
Florida
$642K 28,026 +3,296 +13%
WAM
172
Wakefield Asset Management
Colorado
$636K 27,798 -264 -0.9%
LAIC
173
Lederer & Associates Investment Counsel
California
$635K 27,714 -1,254 -4%
LFA
174
Landmark Financial Advisors
Kentucky
$631K 27,580 -1,190 -4%
PA
175
Parallel Advisors
California
$628K 27,434 -2,338 -8%
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