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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 %
LCP
201
Legacy Capital Partners
Wisconsin
$639K -$9.82K -395 -2%
TWM
202
Tanglewood Wealth Management
Texas
$639K +$639K +25,674 New
State Street
203
State Street
Massachusetts
$635K -$200K -8,036 -24%
DP
204
DDD Partners
Washington
$627K +$37.7K +1,515 +6%
DBRC
205
D.B. Root & Company
Pennsylvania
$623K +$28.3K +1,139 +5%
MA
206
Montag & Associates
Georgia
$621K +$536K +21,540 +634%
LFA
207
Landmark Financial Advisors
Kentucky
$618K -$34.7K -1,373 -5%
PCIA
208
Prime Capital Investment Advisors
Kansas
$614K -$614K -11,650 -50%
LJAC
209
L.J. Altfest & Co
New York
$613K +$8.62K +346 +1%
AWA
210
Aletheian Wealth Advisors
Washington
$612K +$278K +11,182 +83%
WAM
211
Wakefield Asset Management
Colorado
$611K -$144K -5,800 -19%
GW
212
GW & Wade
Massachusetts
$606K +$25 +1 +0%
IA
213
IFP Advisors
Florida
$594K -$326K -7,987 -35%
CFA
214
Cahill Financial Advisors
Minnesota
$591K -$25.5K -1,025 -4%
BRWA
215
B. Riley Wealth Advisors
Florida
$580K -$37.4K -1,500 -6%
AP
216
Adero Partners
California
$573K -$9.08K -365 -2%
Royal Bank of Canada
217
Royal Bank of Canada
Ontario, Canada
$568K +$19.2K +772 +3%
LWAC
218
Laurel Wealth Advisors (California)
California
$567K -$54.3K -2,181 -9%
LF
219
LifeSteps Financial
California
$564K -$1.94K -78 -0.3%
MIS
220
Morningstar Investment Services
Illinois
$562K -$68.2K -2,701 -11%
ECM
221
Evergreen Capital Management
Washington
$559K – – –
LCM
222
Liberty Capital Management
Michigan
$548K – – –
AOWM
223
Alpha Omega Wealth Management
Virginia
$542K -$10K -403 -2%
YIH
224
Y-Intercept (HK)
Hong Kong
$525K +$151K +6,071 +40%
WP
225
WealthShield Partners
North Carolina
$524K -$427K -17,152 -45%
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