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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 %
RWA
151
Rainsberger Wealth Advisors
Colorado
$951K -$149K -7,059 -14%
MIC
152
Means Investment Company
Maine
$932K +$511K +24,235 +121%
BDF
153
Black Diamond Financial
Maryland
$921K -$158K -7,518 -15%
SWM
154
SigFig Wealth Management
California
$891K -$162K -7,142 -15%
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$874K +$161K +7,613 +23%
FFN
156
Focus Financial Network
Minnesota
$862K -$274 -13 -0%
H
157
HoyleCohen
California
$854K -$11.2K -532 -1%
VM
158
VPR Management
Texas
$831K – – –
LFS
159
Lutz Financial Services
Nebraska
$824K -$573K -27,174 -41%
GC
160
Garde Capital
Washington
$822K – – –
SCA
161
Stokes Capital Advisors
South Carolina
$819K -$245K -11,598 -23%
JAG
162
Journey Advisory Group
Kentucky
$807K +$15.6K +687 +2%
PMG
163
ProVise Management Group
Florida
$804K +$62.7K +2,971 +8%
PA
164
Parallel Advisors
California
$782K +$225K +10,675 +40%
UCFA
165
United Capital Financial Advisors
Texas
$776K -$120K -5,714 -13%
RG
166
Retirement Group
California
$749K +$360K +17,067 +93%
TYCC
167
Texas Yale Capital Corp
Florida
$745K +$31.4K +1,491 +4%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$732K +$6.82K +323 +0.9%
CI
169
Cordant Inc
Oregon
$728K -$260K -12,345 -26%
SIG
170
Spinnaker Investment Group
California
$720K -$577K -27,361 -45%
RIG
171
Ramiah Investment Group
Wisconsin
$695K -$51K -2,419 -7%
SBH
172
Segall Bryant & Hamill
Illinois
$695K +$20.9K +994 +3%
CCA
173
Column Capital Advisors
Indiana
$690K +$9.53K +452 +1%
KWM
174
Kingsview Wealth Management
Oregon
$685K +$65.8K +3,120 +11%
WWM
175
Western Wealth Management
Colorado
$684K +$4.73K +224 +0.7%
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