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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 %
State Street
176
State Street
Massachusetts
$674K +$136K +6,450 +25%
CG
177
Colony Group
Massachusetts
$670K +$26.7K +1,269 +4%
KeyBank National Association
178
KeyBank National Association
Ohio
$662K +$10.1K +478 +2%
TWM
179
Tradition Wealth Management
Minnesota
$662K +$23.2K +1,101 +4%
MCM
180
Mainstay Capital Management
Michigan
$654K +$654 +31 +0.1%
EA
181
Efficient Advisors
Ohio
$648K +$40K +1,899 +7%
PWA
182
Peterson Wealth Advisors
Utah
$641K +$62.9K +2,981 +11%
Northern Trust
183
Northern Trust
Illinois
$640K +$1.43K +68 +0.2%
OPS
184
Orion Portfolio Solutions
Nebraska
$634K +$318K +15,093 +101%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$621K +$7.62K +361 +1%
BSW
186
Buckingham Strategic Wealth
Missouri
$615K +$9.79K +464 +2%
AWS
187
AJ Wealth Strategies
New York
$612K +$612K +29,019 New
FF
188
Friedenthal Financial
New Jersey
$607K -$9.6K -455 -2%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$604K +$604K +28,649 New
MAM
190
Marotta Asset Management
Virginia
$604K -$59K -2,749 -9%
IA
191
IFP Advisors
Florida
$594K – – –
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$592K +$158K +7,502 +36%
BBA
193
Braun-Bostich & Associates
Pennsylvania
$591K +$375K +17,814 +174%
JEST
194
JTC Employer Solutions Trustee
Jersey
$588K +$40.1K +1,900 +7%
PHAM
195
Palisades Hudson Asset Management
Florida
$570K +$2.62K +124 +0.5%
PFM
196
Peak Financial Management
Massachusetts
$569K +$17.1K +812 +3%
MA
197
Montag & Associates
Georgia
$564K +$38.3K +1,819 +7%
DP
198
DDD Partners
Washington
$561K +$30.4K +1,441 +6%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$560K -$13K -617 -2%
BDWCC
200
B&D White Capital Company
Texas
$554K -$3.63M -172,027 -87%
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