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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$1.04B
2
US Bancorp
US Bancorp
Minnesota
$340M
3
GCA
Genesee Capital Advisors
New York
$11.7M
4
IA
IAM Advisory
Pennsylvania
$11.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$24.8M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$623M
2
Financial Engines Advisors
Financial Engines Advisors
California
$763M
3
M&T Bank
M&T Bank
New York
$24.7M
4
Ameriprise
Ameriprise
Minnesota
$2.63M
5
FEG
Fund Evaluation Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
176
Brookstone Capital Management
Illinois
$624K +$624K +26,512 New
PWA
177
Peterson Wealth Advisors
Utah
$605K -$13.4K -586 -2%
LCP
178
Legacy Capital Partners
Wisconsin
$601K +$138K +6,030 +30%
OC
179
Oppenheimer & Co
New York
$600K +$600K +26,188 New
KWM
180
Kingsview Wealth Management
Oregon
$597K +$81.5K +3,542 +16%
LWM
181
Loveless Wealth Management
Montana
$588K -$71.7K -3,130 -11%
DBRC
182
D.B. Root & Company
Pennsylvania
$587K -$31.8K -1,388 -5%
LWAC
183
Laurel Wealth Advisors (California)
California
$579K +$34.5K +1,508 +6%
CFA
184
Cahill Financial Advisors
Minnesota
$570K +$1.7K +74 +0.3%
FTUS
185
Flow Traders U.S.
New York
$568K +$568K +24,822 New
PFM
186
Peak Financial Management
Massachusetts
$563K -$4.9K -214 -0.9%
GW
187
GW & Wade
Massachusetts
$561K +$561K +24,508 New
LF
188
LifeSteps Financial
California
$550K -$19.8K -864 -3%
CL
189
Choreo LLC
Illinois
$546K -$88.7K -3,874 -14%
AP
190
Adero Partners
California
$535K -$9.85K -430 -2%
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$534K +$495K +21,622 +1,263%
BRWA
192
B. Riley Wealth Advisors
Florida
$520K +$55.1K +2,404 +12%
DP
193
DDD Partners
Washington
$518K +$50.5K +2,206 +11%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$517K +$11.5K +504 +2%
LJAC
195
L.J. Altfest & Co
New York
$513K -$8.24K -360 -2%
AOWM
196
Alpha Omega Wealth Management
Virginia
$512K – – –
B
197
Bailard
California
$512K +$61.7K +2,696 +14%
SCI
198
Stableford Capital II
Arizona
$494K -$1.38M -60,252 -74%
TIM
199
Tortoise Investment Management
New York
$493K +$95.2K +4,160 +24%
LCM
200
Liberty Capital Management
Michigan
$491K +$206K +9,014 +73%
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