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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 %
JC
201
Jentner Corp
Ohio
$552K -$22.9K -1,087 -4%
BRC
202
Bell Rock Capital
Delaware
$552K +$552K +26,171 New
FNC
203
First National Corp
Massachusetts
$543K +$543K +25,731 New
DIA
204
Dana Investment Advisors
Wisconsin
$539K +$539K +25,545 New
AWA
205
Aletheian Wealth Advisors
Washington
$526K +$7.41K +351 +1%
LJAC
206
L.J. Altfest & Co
New York
$523K +$3.31K +157 +0.6%
1WM
207
1900 Wealth Management
Texas
$522K +$261K +12,386 +100%
B
208
Bailard
California
$518K -$132K -6,261 -20%
CL
209
Choreo LLC
Illinois
$514K -$229K -10,846 -31%
DBRC
210
D.B. Root & Company
Pennsylvania
$514K -$13.2K -626 -3%
GW
211
GW & Wade
Massachusetts
$513K +$84 +4 +0%
CFA
212
Cahill Financial Advisors
Minnesota
$504K +$2.45K +116 +0.5%
LCM
213
Liberty Capital Management
Michigan
$503K +$38.5K +1,824 +8%
BRWA
214
B. Riley Wealth Advisors
Florida
$502K +$10.2K +482 +2%
LFA
215
Landmark Financial Advisors
Kentucky
$501K -$14.1K -670 -3%
EFG
216
Everhart Financial Group
Ohio
$494K +$292K +13,818 +144%
AP
217
Adero Partners
California
$483K -$2.28K -108 -0.5%
ECM
218
Evergreen Capital Management
Washington
$474K +$21 +1 +0%
LWAC
219
Laurel Wealth Advisors (California)
California
$473K -$7.51K -356 -2%
AOWM
220
Alpha Omega Wealth Management
Virginia
$473K +$13.3K +630 +3%
WP
221
WealthShield Partners
North Carolina
$473K +$28.4K +1,348 +6%
LF
222
LifeSteps Financial
California
$469K -$8.51K -404 -2%
WAM
223
Wakefield Asset Management
Colorado
$468K -$50.3K -2,384 -10%
ACM
224
Avalon Capital Management
California
$464K -$6.73M -319,539 -94%
WFA
225
Websterrogers Financial Advisors
South Carolina
$456K -$209K -9,931 -31%
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