SCHH icon

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 %
CWM
251
Collaborative Wealth Management
Florida
$324K -$7.28K -389 -2%
CC
252
Callan Capital
California
$323K – – –
PA
253
PFG Advisors
Arizona
$323K +$323K +17,256 New
BA
254
Bridgewater Advisors
New York
$319K -$10.1K -540 -3%
CAMG
255
CWA Asset Management Group
Florida
$310K +$2.2K +118 +0.7%
VWA
256
Visionary Wealth Advisors
Illinois
$306K -$3.7K -198 -1%
MA
257
Mangham Associates
Virginia
$293K +$1.82K +97 +0.6%
BBW
258
Blue Barn Wealth
Utah
$291K +$1.31K +70 +0.5%
PGA
259
Portland Global Advisors
Maine
$282K – – –
AWS
260
Atria Wealth Solutions
New York
$281K +$430 +23 +0.2%
NWA
261
Navis Wealth Advisors
New York
$278K +$2.15K +115 +0.8%
WP
262
WMS Partners
Maryland
$278K +$278K +14,890 New
REMPR
263
Roof Eidam Maycock Peralta (REMP)
California
$278K +$278K +14,892 New
PB
264
Pinnacle Bancorp
Nebraska
$264K +$130K +6,970 +98%
HFA
265
Highland Financial Advisors
New Jersey
$262K +$31K +1,654 +13%
SAM
266
SignalPoint Asset Management
Missouri
$260K -$1.81K -97 -0.7%
CW
267
CreativeOne Wealth
Kansas
$258K -$598 -32 -0.2%
TCM
268
Tradewinds Capital Management
Washington
$257K -$7.97M -426,989 -97%
FVWA
269
Foster Victor Wealth Advisors
South Carolina
$256K +$10.8K +585 +4%
KAS
270
Kestra Advisory Services
Texas
$255K +$255K +13,662 New
RBC
271
Roble Belko & Company
Pennsylvania
$253K -$654 -35 -0.3%
AIA
272
Armor Investment Advisors
North Carolina
$251K -$2.75K -147 -1%
BFG
273
Barber Financial Group
Kansas
$249K -$44.6K -2,387 -15%
FTUS
274
Flow Traders U.S.
New York
$249K +$249K +13,310 New
BPA
275
Beacon Pointe Advisors
California
$244K -$18.2K -968 -7%
9 10
11
12 13