SCHH icon

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, 390 increasing their positions, 18 reducing their positions, and 58 closing their positions.

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
390
Reduced
18
Closed
58
Calls
$959K
Puts
$493K
Net Calls
+$466K
Net Calls Change
+$160K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.2B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$856M
3
Creative Planning
3
Creative Planning
Kansas
$713M
4
Charles Schwab
4
Charles Schwab
California
$455M
5
US Bancorp
5
US Bancorp
Minnesota
$437M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
3
FHB
3
First Hawaiian Bank
Hawaii
$0
4
QAM
4
Q3 Asset Management
Michigan
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.72M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.2B 48,156,520 +24,488,897 +103%
Financial Engines Advisors
2
Financial Engines Advisors
California
$856M 34,383,924 +16,972,352 +97%
Creative Planning
3
Creative Planning
Kansas
$713M 28,636,584 +15,297,889 +115%
Charles Schwab
4
Charles Schwab
California
$455M 18,278,255 +10,728,461 +142%
US Bancorp
5
US Bancorp
Minnesota
$437M 17,545,667 +9,233,111 +111%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$163M 6,536,666 +5,684,481 +667%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$157M 6,292,208 +3,268,354 +108%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$117M 4,802,559 +113,285 +2%
RA
9
Rational Advisors
New York
$88.5M 3,556,777 +1,790,601 +101%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$75.9M 3,047,788 +1,531,397 +101%
MGIA
11
Moneta Group Investment Advisors
Missouri
$66M 2,651,225 +1,372,614 +107%
MTC
12
Matrix Trust Company
Colorado
$50.1M 2,011,870 +905,366 +82%
TCM
13
Tradewinds Capital Management
Washington
$38.8M 1,557,898 +1,387,838 +816%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.8M 1,400,000 +900,000 +180%
M&T Bank
15
M&T Bank
New York
$20.4M 819,336 +409,736 +100%
FM
16
Foster & Motley
Ohio
$20.1M 807,993 +416,652 +106%
BWA
17
BlueSky Wealth Advisors
North Carolina
$15.8M 634,139 +312,168 +97%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$15.6M 628,608 +338,374 +117%
NQWM
19
Northwest Quadrant Wealth Management
Oregon
$14.6M 576,045 +299,701 +108%
MRC
20
Millburn Ridgefield Corp
New York
$14.3M 575,331 +320,917 +126%
CCA
21
Catalyst Capital Advisors
New York
$14.1M 567,966 +314,569 +124%
Wealthfront Advisers
22
Wealthfront Advisers
California
$12.8M 513,750 +248,682 +94%
EPM
23
Elm Partners Management
Pennsylvania
$12.7M 510,000 +255,000 +100%
LSAG
24
Lake Street Advisors Group
New Hampshire
$11.6M 466,240 +236,482 +103%
BSB
25
Bangor Savings Bank
Maine
$11.6M 466,183 +234,724 +101%
1
2 3 4 5