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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$898M 21,843,089 +1,025,576 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$705M 17,152,029 +2,728,153 +19%
Creative Planning
3
Creative Planning
Kansas
$597M 14,524,820 -94,883 -0.6%
Charles Schwab
4
Charles Schwab
California
$302M 7,345,610 +192,280 +3%
US Bancorp
5
US Bancorp
Minnesota
$287M 6,991,670 +1,024,658 +17%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$190M 4,576,695 +297,713 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$104M 2,542,759 +179,342 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$65.1M 1,584,874 -76,852 -5%
MTC
9
Matrix Trust Company
Colorado
$50.5M 1,229,981 -177,911 -13%
MGIA
10
Moneta Group Investment Advisors
Missouri
$42.7M 1,038,428 +116,569 +13%
M&T Bank
11
M&T Bank
New York
$31.2M 758,300 -119,179 -14%
FM
12
Foster & Motley
Ohio
$16.6M 404,657 +2,108 +0.5%
MFT
13
Moisand Fitzgerald Tamayo
Florida
$14.4M 350,929 +22,404 +7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$13.9M 337,158 +335,596 +21,485%
BWA
15
BlueSky Wealth Advisors
North Carolina
$12.4M 294,245 +20,614 +8%
Wells Fargo
16
Wells Fargo
California
$11.9M 289,786 +8,675 +3%
MRC
17
Millburn Ridgefield Corp
New York
$11.1M 271,115 -20,323 -7%
CCA
18
Catalyst Capital Advisors
New York
$11.1M 269,781 -19,977 -7%
LSAG
19
Lake Street Advisors Group
New Hampshire
$10.9M 265,199 +982 +0.4%
Ameriprise
20
Ameriprise
Minnesota
$10.6M 259,118 +42,236 +19%
EPM
21
Elm Partners Management
Pennsylvania
$10.5M 255,000 – –
TI
22
Truepoint Inc
Ohio
$10.3M 249,532 -49 -0%
NQWM
23
Northwest Quadrant Wealth Management
Oregon
$10.2M 247,464 +1,735 +0.7%
CST
24
Charles Schwab Trust
Nevada
$9.43M 225,458 +64,477 +40%
OFG
25
Omega Financial Group
California
$9.1M 221,483 +6,122 +3%
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