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Schwab US REIT ETF
SCHH

Overview Fund Activity

474 hedge funds and large institutions have $5.27B invested in Schwab US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 156 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+75
Holders Change %
+18.8%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
102
Increased
156
Reduced
138
Closed
22
Calls
$1.68M
Puts
$1.38M
Net Calls
+$306K
Net Calls Change
+$53K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$917M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.3M
3
US Bancorp
US Bancorp
Minnesota
$438M
4
CSIA
Charles Schwab Investment Advisory
California
$1.25B
5
RA
Rational Advisors
New York
$93.1M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$8.96M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.75M
3
Creative Planning
Creative Planning
Kansas
$703M
4
M&T Bank
M&T Bank
New York
$21.6M
5
CST
Charles Schwab Trust
Nevada
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
226
Laraway Financial Advisors
Minnesota
$518K +$518K +19,640 New
RJA
227
Raymond James & Associates
Florida
$503K -$24.3K -924 -5%
CCM
228
Crew Capital Management
Ohio
$495K – – –
OC
229
Oppenheimer & Co
New York
$488K -$370K -14,050 -43%
WF
230
Whelan Financial
California
$487K -$251K -9,522 -34%
RG
231
Retirement Group
California
$481K +$158 +6 +0%
FWI
232
Facet Wealth Inc
Maryland
$480K -$3.85K -146 -0.8%
AFAS
233
Acorn Financial Advisory Services
Virginia
$467K -$53.7K -2,038 -10%
CWM
234
Collaborative Wealth Management
Florida
$460K +$460K +17,474 New
AF
235
Advisornet Financial
Minnesota
$458K +$26.2K +994 +6%
SIC
236
SJS Investment Consulting
Ohio
$457K +$457K +17,332 New
SCI
237
Stableford Capital II
Arizona
$454K -$31.4K -1,308 -6%
WWM
238
Western Wealth Management
Colorado
$453K +$453K +17,166 New
DSA
239
Droms Strauss Advisors
Missouri
$445K +$46.6K +1,788 +12%
BBW
240
Blue Barn Wealth
Utah
$443K -$5.42K -206 -1%
BA
241
Bridgewater Advisors
New York
$443K +$15.5K +588 +4%
HWM
242
HB Wealth Management
Georgia
$430K +$430K +16,312 New
AIA
243
Armor Investment Advisors
North Carolina
$423K -$61.1K -2,320 -13%
CA
244
Cambridge Advisors
Nebraska
$423K +$11.3K +428 +3%
FT
245
Fiduciary Trust
Massachusetts
$415K – – –
GLA
246
Great Lakes Advisors
Illinois
$409K +$1.84K +70 +0.5%
GFP
247
Guardian Financial Partners
California
$408K +$408K +15,488 New
SA
248
Scarborough Advisors
Maryland
$404K +$404K +15,334 New
CB
249
Commerce Bank
Missouri
$398K +$22.3K +848 +6%
PGA
250
Portland Global Advisors
Maine
$397K – – –
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10
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