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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 %
VCM
251
Virtue Capital Management
Tennessee
$269K -$31K -1,354 -10%
RMC
252
Regis Management Company
California
$265K – – –
HA
253
Harborview Advisors
Maine
$262K +$27.3K +1,196 +12%
WSTAM
254
Wilbanks Smith & Thomas Asset Management
Virginia
$259K +$5.9K +258 +2%
WW
255
Waterfront Wealth
Kansas
$253K +$593 +26 +0.2%
IAN
256
Integrated Advisors Network
Texas
$252K -$12.9K -562 -5%
BPA
257
Beacon Pointe Advisors
California
$246K +$20.2K +886 +9%
GRP
258
Global Retirement Partners
California
$236K +$17.5K +768 +8%
PMG
259
ProVise Management Group
Florida
$227K +$227K +9,922 New
CA
260
Cetera Advisors
Colorado
$224K -$10.8K -472 -5%
SFS
261
Strategic Financial Services
New York
$224K – – –
EFG
262
Everhart Financial Group
Ohio
$218K -$502 -22 -0.2%
RSWM
263
Robertson Stephens Wealth Management
California
$218K – – –
FSWA
264
Financial Synergies Wealth Advisors
Texas
$209K +$1.01K +44 +0.5%
GGS
265
Galvin Gaustad & Stein
Arizona
$207K – – –
IA
266
IFP Advisors
Florida
$206K -$13.9K -606 -6%
BAMG
267
Brand Asset Management Group
Missouri
$201K -$64.7K -2,840 -24%
AWA
268
Acorn Wealth Advisors
Michigan
$201K +$1.65K +72 +0.8%
CG
269
Cutler Group
California
$196K +$27.3K +1,200 +16%
CIR
270
Clear Investment Research
Georgia
$168K – – –
PFBT
271
Parkside Financial Bank & Trust
Missouri
$148K -$2.19K -96 -1%
BCM
272
Blume Capital Management
California
$139K – – –
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$133K -$398K -17,490 -75%
GAM
274
Gemmer Asset Management
California
$129K +$637 +28 +0.5%
FRA
275
Front Row Advisors
California
$122K – – –
9 10
11
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