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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 %
AP
176
Adero Partners
California
$488K -$19.3K -938 -4%
LWAC
177
Laurel Wealth Advisors (California)
California
$488K +$12.3K +600 +3%
KWM
178
Kingsview Wealth Management
Oregon
$469K +$52.6K +2,514 +13%
LJAC
179
L.J. Altfest & Co
New York
$468K +$3.37K +164 +0.7%
VCM
180
Virtue Capital Management
Tennessee
$461K +$461K +22,448 New
AOWM
181
Alpha Omega Wealth Management
Virginia
$460K – – –
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$453K -$242K -11,776 -35%
VA
183
Valmark Advisers
Ohio
$451K +$451K +21,960 New
CCA
184
Cobblestone Capital Advisors
New York
$446K -$195K -9,500 -30%
FWI
185
Facet Wealth Inc
Maryland
$445K +$43.9K +2,138 +11%
CWM
186
Collaborative Wealth Management
Florida
$440K +$440K +35,340 New
HB
187
Homrich & Berg
Georgia
$438K -$191K -9,296 -30%
AIA
188
Armor Investment Advisors
North Carolina
$431K -$53.4K -2,600 -11%
DP
189
DDD Partners
Washington
$420K +$21K +1,020 +5%
BRWA
190
B. Riley Wealth Advisors
Florida
$418K +$54.3K +2,636 +15%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$416K +$416K +20,270 New
LCP
192
Legacy Capital Partners
Wisconsin
$415K +$415K +20,210 New
YIH
193
Y-Intercept (HK)
Hong Kong
$407K +$407K +19,662 New
MCM
194
MAI Capital Management
Ohio
$406K -$77.4K -3,766 -16%
B
195
Bailard
California
$404K -$1.85K -90 -0.5%
RF
196
RHS Financial
California
$402K -$794K -38,648 -66%
CCM
197
Crew Capital Management
Ohio
$400K +$400K +19,454 New
RJA
198
Raymond James & Associates
Florida
$395K -$169K -8,238 -30%
GLA
199
Great Lakes Advisors
Illinois
$378K +$38.7K +1,884 +11%
FNBT
200
FineMark National Bank & Trust
Florida
$370K +$1.31K +64 +0.4%
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8
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