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Schwab US REIT ETF
SCHH

Overview Fund Activity

399 hedge funds and large institutions have $4.42B invested in Schwab US REIT ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
7.01%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
33
Increased
167
Reduced
125
Closed
32
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$1.14M

Top Buyers

1
RA
Rational Advisors
New York
$64.3M
2
TCM
Tradewinds Capital Management
Washington
$33M
3
CSIA
Charles Schwab Investment Advisory
California
$1.06B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.4M
5
US Bancorp
US Bancorp
Minnesota
$357M

Top Sellers

1
FNC
First National Corp
Massachusetts
$3.34M
2
GCA
Genesee Capital Advisors
New York
$0
3
IA
IAM Advisory
Pennsylvania
$0
4
TI
Truepoint Inc
Ohio
$1.7M
5
Financial Engines Advisors
Financial Engines Advisors
California
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
226
Great Lakes Advisors
Illinois
$353K +$1.14K +50 +0.3%
OPS
227
Orion Portfolio Solutions
Nebraska
$351K +$351K +15,362 New
NL
228
NWAM LLC
Washington
$349K -$4.21K -184 -1%
PGA
229
Portland Global Advisors
Maine
$344K – – –
DSA
230
Droms Strauss Advisors
Missouri
$344K +$116K +5,146 +51%
CAMG
231
CWA Asset Management Group
Florida
$341K +$1.69K +74 +0.5%
SWM
232
Spire Wealth Management
Virginia
$336K -$25.8K -1,126 -7%
NWA
233
Navis Wealth Advisors
New York
$332K +$1.64K +72 +0.5%
Citadel Advisors
234
Citadel Advisors
Florida
$332K +$332K +14,548 New
PA
235
PFG Advisors
Arizona
$329K -$45.6K -1,996 -12%
CB
236
Commerce Bank
Missouri
$326K +$326K +14,276 New
CCA
237
Cobblestone Capital Advisors
New York
$324K -$45.7K -2,000 -12%
Brown Advisory
238
Brown Advisory
Maryland
$324K – – –
LWAC
239
Laurel Wealth Advisors (California)
California
$316K -$262K -11,460 -45%
PA
240
Pinnacle Associates
New York
$315K +$27.3K +1,196 +9%
RBC
241
Roble Belko & Company
Pennsylvania
$311K -$29.7K -1,298 -9%
CAM
242
Cresset Asset Management
Illinois
$311K +$311K +13,608 New
SAM
243
SignalPoint Asset Management
Missouri
$310K -$6.03K -264 -2%
PS
244
Portfolio Solutions
Michigan
$306K -$6.67K -292 -2%
FG
245
Foster Group
Iowa
$285K -$1.78K -78 -0.6%
SFS
246
Summit Financial Strategies
Ohio
$279K +$5.12K +224 +2%
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$275K – – –
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$273K -$1.06M -46,302 -79%
BFA
249
Bluestem Financial Advisors
Illinois
$272K +$685 +30 +0.3%
AFP
250
Ausdal Financial Partners
Iowa
$270K +$366 +16 +0.1%
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