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Schwab US REIT ETF
SCHH

Overview Fund Activity

455 hedge funds and large institutions have $3.8B invested in Schwab US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 186 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
7.87%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
47
Increased
186
Reduced
141
Closed
55
Calls
$559K
Puts
$518K
Net Calls
+$41K
Net Calls Change
-$153K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$600M
2
Charles Schwab
Charles Schwab
California
$361M
3
US Bancorp
US Bancorp
Minnesota
$346M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$21.6M
2
TCM
Tradewinds Capital Management
Washington
$257K
3
OAM
Oak Asset Management
California
$0
4
RA
Rational Advisors
New York
$57.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
226
Acorn Financial Advisory Services
Virginia
$418K +$108K +5,760 +35%
B
227
Bailard
California
$416K -$42.5K -2,278 -9%
LWAC
228
Laurel Wealth Advisors (California)
California
$412K -$7.82K -418 -2%
WAM
229
Wakefield Asset Management
Colorado
$403K -$11.7K -626 -3%
LWM
230
Laidlaw Wealth Management
New York
$401K +$16K +855 +4%
BAM
231
Baldrige Asset Management
Pennsylvania
$398K -$630K -33,717 -61%
LF
232
LifeSteps Financial
California
$396K -$19.6K -1,052 -5%
WF
233
Whelan Financial
California
$390K -$508K -27,203 -57%
AWM
234
Avaii Wealth Management
Wisconsin
$390K +$16.5K +879 +4%
FNBT
235
FineMark National Bank & Trust
Florida
$382K – – –
1WM
236
1900 Wealth Management
Texas
$378K -$85K -4,543 -18%
JEST
237
JTC Employer Solutions Trustee
Jersey
$371K -$150K -8,025 -29%
TIM
238
Tortoise Investment Management
New York
$367K -$7.47K -400 -2%
PAS
239
Park Avenue Securities
New York
$366K +$111K +5,964 +44%
AOWM
240
Alpha Omega Wealth Management
Virginia
$364K -$54.9K -2,936 -13%
LFA
241
Laraway Financial Advisors
Minnesota
$361K -$2.43K -130 -0.7%
WFA
242
Websterrogers Financial Advisors
South Carolina
$357K -$46.7K -2,502 -12%
RJA
243
Raymond James & Associates
Florida
$352K +$57K +3,048 +19%
SCI
244
Stableford Capital II
Arizona
$347K -$2.71K -149 -0.8%
CCM
245
Crew Capital Management
Ohio
$340K – – –
CAM
246
Cresset Asset Management
Illinois
$338K +$32.2K +1,721 +11%
CA
247
Cambridge Advisors
Nebraska
$328K +$149 +8 +0%
FWI
248
Facet Wealth Inc
Maryland
$326K -$31.7K -1,667 -9%
CCA
249
Cobblestone Capital Advisors
New York
$326K +$49.1K +2,630 +18%
FG
250
Foster Group
Iowa
$325K +$7.31K +391 +2%
8 9
10
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