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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.

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
1
Charles Schwab Investment Advisory
California
$1.04B
2
US Bancorp
2
US Bancorp
Minnesota
$340M
3
IA
3
IAM Advisory
Pennsylvania
$11.7M
4
GCA
4
Genesee Capital Advisors
New York
$11.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$24.8M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$623M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$763M
3
M&T Bank
3
M&T Bank
New York
$24.7M
4
Ameriprise
4
Ameriprise
Minnesota
$2.63M
5
FEG
5
Fund Evaluation Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.04B 22,653,391 +810,302 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$763M 16,664,258 -487,771 -3%
Creative Planning
3
Creative Planning
Kansas
$623M 13,603,162 -921,658 -6%
Charles Schwab
4
Charles Schwab
California
$342M 7,468,794 +123,184 +2%
US Bancorp
5
US Bancorp
Minnesota
$340M 7,419,200 +427,530 +6%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$216M 4,671,516 +94,821 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$123M 2,683,787 +141,028 +6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$68.5M 1,496,933 -87,941 -6%
MTC
9
Matrix Trust Company
Colorado
$54.3M 1,186,177 -43,804 -4%
MGIA
10
Moneta Group Investment Advisors
Missouri
$50.2M 1,096,069 +57,641 +6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$24.8M 541,952 +204,794 +61%
M&T Bank
12
M&T Bank
New York
$24.7M 539,600 -218,700 -29%
FM
13
Foster & Motley
Ohio
$18.2M 396,492 -8,165 -2%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$16.6M 361,456 +10,527 +3%
BWA
15
BlueSky Wealth Advisors
North Carolina
$15.5M 327,398 +33,153 +11%
LSAG
16
Lake Street Advisors Group
New Hampshire
$12.5M 261,653 -3,546 -1%
MRC
17
Millburn Ridgefield Corp
New York
$12.4M 270,269 -846 -0.3%
CCA
18
Catalyst Capital Advisors
New York
$12.3M 269,672 -109 -0%
Wells Fargo
19
Wells Fargo
California
$11.8M 258,591 -31,195 -11%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$11.8M 257,871 +114,433 +80%
FNC
21
First National Corp
Massachusetts
$11.8M 334,680 +243,789 +268%
EPM
22
Elm Partners Management
Pennsylvania
$11.7M 255,000 – –
IA
23
IAM Advisory
Pennsylvania
$11.7M 255,000 +255,000 New
GCA
24
Genesee Capital Advisors
New York
$11.7M 255,000 +255,000 New
NQWM
25
Northwest Quadrant Wealth Management
Oregon
$11.5M 249,031 +1,567 +0.6%
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