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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 %
JPMorgan Chase & Co
151
JPMorgan Chase & Co
New York
$1.15M -$303K -12,190 -21%
C
152
Certuity
Florida
$1.15M +$16.6K +666 +1%
SA
153
Scarborough Advisors
Maryland
$1.14M +$756K +30,369 +198%
HWA
154
HHM Wealth Advisors
Tennessee
$1.13M +$71.1K +2,859 +7%
FA
155
FC Advisory
Pennsylvania
$1.11M +$17.1K +686 +2%
RC
156
Roundview Capital
New Jersey
$1.1M +$2.12K +85 +0.2%
KBFS
157
Kohmann Bosshard Financial Services
Ohio
$1.1M -$21.1K -846 -2%
BFPW
158
BOK Financial Private Wealth
Colorado
$1.07M -$371K -14,906 -26%
UCFA
159
United Capital Financial Advisors
Texas
$1.06M -$205K -8,226 -16%
SWM
160
SigFig Wealth Management
California
$1.06M +$61.7K +2,707 +6%
AAS
161
Avantax Advisory Services
Texas
$1.04M +$61K +2,448 +6%
H
162
HoyleCohen
California
$1.02M +$33.2K +1,334 +3%
FFN
163
Focus Financial Network
Minnesota
$1.02M +$1.02M +40,905 New
GT
164
Greenleaf Trust
Michigan
$1.02M +$291K +11,695 +40%
GC
165
Garde Capital
Washington
$970K – – –
CFG
166
Carter Financial Group
Illinois
$935K +$935K +37,556 New
VM
167
VPR Management
Texas
$909K -$208K -9,000 -19%
RIG
168
Ramiah Investment Group
Wisconsin
$881K +$881K +35,386 New
CL
169
Choreo LLC
Illinois
$876K -$58.1K -2,336 -6%
PMG
170
ProVise Management Group
Florida
$875K +$69.1K +2,777 +9%
JAG
171
Journey Advisory Group
Kentucky
$869K -$2.84K -114 -0.3%
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$855K +$144K +5,772 +20%
TYCC
173
Texas Yale Capital Corp
Florida
$843K +$31.5K +1,266 +4%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$842K -$127K -5,109 -13%
CCA
175
Column Capital Advisors
Indiana
$804K +$768K +30,860 +2,161%
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