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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 %
FVWA
201
Foster Victor Wealth Advisors
South Carolina
$369K +$11.1K +524 +3%
AF
202
Advisornet Financial
Minnesota
$366K -$23.4K -1,142 -6%
HI
203
Harbour Investments
Wisconsin
$364K +$364K +17,730 New
TIM
204
Tortoise Investment Management
New York
$357K +$35.7K +1,740 +11%
PA
205
PFG Advisors
Arizona
$356K -$26.6K -1,294 -7%
AAS
206
Avantax Advisory Services
Texas
$350K -$285K -13,862 -45%
CP
207
Camelot Portfolios
Ohio
$347K +$17.1K +832 +5%
AWA
208
Alaska Wealth Advisors
Alaska
$336K +$10.4K +508 +3%
FSWA
209
Financial Synergies Wealth Advisors
Texas
$332K -$67.8K -3,300 -17%
RSWM
210
Robertson Stephens Wealth Management
California
$330K -$291K -14,174 -47%
SWM
211
Spire Wealth Management
Virginia
$326K +$326K +15,850 New
RG
212
Retirement Group
California
$325K +$28.2K +1,374 +9%
HF
213
HRT Financial
New York
$321K +$321K +15,644 New
PGA
214
Portland Global Advisors
Maine
$310K – – –
EFSCE
215
Enterprise Financial Services Corp (EFSC)
Missouri
$308K – – –
RBC
216
Roble Belko & Company
Pennsylvania
$306K +$123 +6 +0%
NL
217
NWAM LLC
Washington
$305K +$18.5K +902 +6%
CAMG
218
CWA Asset Management Group
Florida
$304K +$1.19K +58 +0.4%
BA
219
Bridgewater Advisors
New York
$304K +$304K +14,344 New
NWA
220
Navis Wealth Advisors
New York
$296K +$1.15K +56 +0.4%
PS
221
Portfolio Solutions
Michigan
$281K – – –
BFA
222
Bluestem Financial Advisors
Illinois
$276K +$493 +24 +0.2%
KAS
223
Kestra Advisory Services
Texas
$275K -$1.01M -48,958 -79%
CA
224
Cambridge Advisors
Nebraska
$272K -$12.1K -590 -4%
FG
225
Foster Group
Iowa
$257K +$257K +12,502 New
7 8
9
10 11