SCHH icon

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 %
AIA
201
Armor Investment Advisors
North Carolina
$478K -$2.75K -120 -0.6%
AFAS
202
Acorn Financial Advisory Services
Virginia
$475K +$475K +20,650 New
Baird Financial Group
203
Baird Financial Group
Wisconsin
$462K -$2.48K -108 -0.5%
JEST
204
JTC Employer Solutions Trustee
Jersey
$454K +$454K +19,850 New
C
205
Certuity
Florida
$449K +$449K +19,606 New
CCM
206
Crew Capital Management
Ohio
$445K – – –
HB
207
Homrich & Berg
Georgia
$437K -$51K -2,228 -10%
AAS
208
Avantax Advisory Services
Texas
$437K +$46.8K +2,042 +12%
FWI
209
Facet Wealth Inc
Maryland
$435K -$61.2K -2,670 -12%
RJA
210
Raymond James & Associates
Florida
$433K -$6.68K -292 -2%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$427K +$427K +18,656 New
FNBT
212
FineMark National Bank & Trust
Florida
$414K +$1.78K +78 +0.4%
AF
213
Advisornet Financial
Minnesota
$410K +$1.42K +62 +0.3%
RG
214
Retirement Group
California
$409K +$46.1K +2,012 +13%
BBW
215
Blue Barn Wealth
Utah
$402K +$402K +17,564 New
CP
216
Camelot Portfolios
Ohio
$387K +$275 +12 +0.1%
FVWA
217
Foster Victor Wealth Advisors
South Carolina
$379K -$18.1K -792 -5%
VWA
218
Visionary Wealth Advisors
Illinois
$378K +$152K +6,610 +67%
PA
219
PFG Advisors
Arizona
$376K -$21.3K -930 -5%
CCA
220
Cobblestone Capital Advisors
New York
$371K -$127K -5,542 -26%
BA
221
Bridgewater Advisors
New York
$364K +$35.7K +1,560 +11%
SWM
222
Spire Wealth Management
Virginia
$362K -$732 -32 -0.2%
FT
223
Fiduciary Trust
Massachusetts
$360K +$360K +15,742 New
CA
224
Cambridge Advisors
Nebraska
$358K +$55.1K +2,406 +18%
NL
225
NWAM LLC
Washington
$354K +$13.7K +600 +4%
7 8
9
10 11