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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 %
WFA
176
Websterrogers Financial Advisors
South Carolina
$802K +$91.9K +3,615 +13%
WWM
177
Western Wealth Management
Colorado
$802K +$375K +15,038 +88%
SBH
178
Segall Bryant & Hamill
Illinois
$796K +$796K +32,036 New
RJFSA
179
Raymond James Financial Services Advisors
Florida
$791K -$92K -3,697 -10%
MCM
180
Mainstay Capital Management
Michigan
$771K – – –
KeyBank National Association
181
KeyBank National Association
Ohio
$769K -$7.06K -284 -0.9%
MAM
182
Marotta Asset Management
Virginia
$769K -$16.6K -668 -2%
B
183
Bailard
California
$767K +$182K +7,297 +31%
CG
184
Colony Group
Massachusetts
$760K +$101K +4,057 +15%
Northern Trust
185
Northern Trust
Illinois
$754K -$2.69K -108 -0.4%
TWM
186
Tradition Wealth Management
Minnesota
$754K +$45.2K +1,815 +6%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$751K +$651K +26,174 +654%
CCWA
188
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$745K – – –
KWM
189
Kingsview Wealth Management
Oregon
$731K +$8.89K +357 +1%
FF
190
Friedenthal Financial
New Jersey
$727K -$106K -4,256 -13%
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$723K -$4.06K -163 -0.6%
EA
192
Efficient Advisors
Ohio
$718K -$2.69K -108 -0.4%
BSW
193
Buckingham Strategic Wealth
Missouri
$714K -$26.5K -1,063 -4%
PWA
194
Peterson Wealth Advisors
Utah
$682K -$8.14K -327 -1%
JC
195
Jentner Corp
Ohio
$678K -$2.59K -104 -0.4%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$676K -$21.8K -874 -3%
PHAM
197
Palisades Hudson Asset Management
Florida
$669K +$597 +24 +0.1%
PA
198
Parallel Advisors
California
$666K -$2.24K -89 -0.3%
PFM
199
Peak Financial Management
Massachusetts
$652K +$44.7K +1,796 +7%
JEST
200
JTC Employer Solutions Trustee
Jersey
$647K +$153K +6,125 +31%
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