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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 %
CAMG
251
CWA Asset Management Group
Florida
$396K +$2.64K +100 +0.7%
YIH
252
Y-Intercept (HK)
Hong Kong
$396K +$396K +15,038 New
NWA
253
Navis Wealth Advisors
New York
$386K +$2.58K +98 +0.7%
CCA
254
Cobblestone Capital Advisors
New York
$381K +$7.63K +290 +2%
BPA
255
Beacon Pointe Advisors
California
$376K +$92.4K +3,508 +33%
Brown Advisory
256
Brown Advisory
Maryland
$374K – – –
KAS
257
Kestra Advisory Services
Texas
$368K -$369K -14,008 -50%
PA
258
PFG Advisors
Arizona
$367K -$12.9K -488 -3%
SWM
259
Spire Wealth Management
Virginia
$362K -$25.1K -952 -6%
RBC
260
Roble Belko & Company
Pennsylvania
$358K -$263 -10 -0.1%
SAM
261
SignalPoint Asset Management
Missouri
$356K -$684 -26 -0.2%
PS
262
Portfolio Solutions
Michigan
$353K – – –
AWA
263
Aletheian Wealth Advisors
Washington
$353K +$353K +13,400 New
AFP
264
Ausdal Financial Partners
Iowa
$351K +$39.8K +1,510 +13%
FVWA
265
Foster Victor Wealth Advisors
South Carolina
$346K -$53.1K -2,110 -13%
OPS
266
Orion Portfolio Solutions
Nebraska
$335K -$69.5K -2,638 -17%
CAM
267
Cresset Asset Management
Illinois
$334K -$23.9K -908 -7%
PA
268
Pinnacle Associates
New York
$332K -$31.6K -1,200 -9%
FG
269
Foster Group
Iowa
$325K -$4.06K -154 -1%
NL
270
NWAM LLC
Washington
$324K -$78.8K -2,986 -20%
SFS
271
Summit Financial Strategies
Ohio
$318K -$3.32K -126 -1%
LWM
272
Lyell Wealth Management
California
$318K +$318K +12,062 New
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$317K – – –
CC
274
Callan Capital
California
$317K +$317K +12,026 New
BFA
275
Bluestem Financial Advisors
Illinois
$315K +$1.11K +42 +0.4%
9 10
11
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