SCHH icon

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.

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
1
Creative Planning
Kansas
$638M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$73.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$23.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$150M
5
OAM
5
Oak Asset Management
California
$7.86M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.52M
2
CSIA
2
Charles Schwab Investment Advisory
California
$960M
3
TCM
3
Tradewinds Capital Management
Washington
$9.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$713M
5
AWM
5
Aries Wealth Management
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$960M 45,531,614 -2,624,906 -5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$713M 33,788,497 -595,427 -2%
Creative Planning
3
Creative Planning
Kansas
$638M 30,241,605 +1,605,021 +6%
Charles Schwab
4
Charles Schwab
California
$383M 18,183,606 -94,649 -0.5%
US Bancorp
5
US Bancorp
Minnesota
$374M 17,728,631 +182,964 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$150M 7,120,274 +583,608 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$129M 6,134,563 -157,645 -3%
RA
8
Rational Advisors
New York
$74M 3,508,421 -48,356 -1%
MGIA
9
Moneta Group Investment Advisors
Missouri
$73.1M 3,463,727 +812,502 +31%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$66.4M 3,148,953 +101,165 +3%
MTC
11
Matrix Trust Company
Colorado
$40.6M 1,926,600 -85,270 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.5M 1,400,000 – –
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$23.9M 1,133,819 +707,930 +166%
M&T Bank
14
M&T Bank
New York
$19.2M 912,722 +93,386 +11%
FM
15
Foster & Motley
Ohio
$18.2M 861,289 +53,296 +7%
MRC
16
Millburn Ridgefield Corp
New York
$16.3M 770,567 +195,236 +34%
CCA
17
Catalyst Capital Advisors
New York
$15.9M 753,559 +185,593 +33%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$15.6M 740,083 +298,954 +68%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$13.8M 653,221 +24,613 +4%
Wealthfront Advisers
20
Wealthfront Advisers
California
$12.8M 605,061 +91,311 +18%
NQWM
21
Northwest Quadrant Wealth Management
Oregon
$12.6M 587,920 +11,875 +2%
BWA
22
BlueSky Wealth Advisors
North Carolina
$12.5M 593,915 -40,224 -6%
EPM
23
Elm Partners Management
Pennsylvania
$10.8M 510,000 – –
LSAG
24
Lake Street Advisors Group
New Hampshire
$10.7M 507,762 +41,522 +9%
Cerity Partners
25
Cerity Partners
New York
$10.7M 505,589 +321,779 +175%
1
2 3 4 5