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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 %
WOC
276
West Oak Capital
California
$118K – – –
AA
277
Ancora Advisors
Ohio
$116K +$36.9K +1,610 +47%
PB
278
Pinnacle Bancorp
Nebraska
$114K +$15.4K +676 +16%
SPIA
279
Steward Partners Investment Advisory
New York
$91K +$52.9K +2,314 +139%
DI
280
Disciplined Investments
Oklahoma
$89K -$3.09K -136 -3%
MA
281
Montag & Associates
Georgia
$78K +$78K +3,396 New
BEI
282
Benjamin Edwards Inc
Missouri
$65K -$1.7K -74 -3%
WT
283
Whittier Trust
California
$59K – – –
CIAS
284
Capital Investment Advisory Services
North Carolina
$58K +$46 +2 +0.1%
SA
285
SRH Advisors
Kansas
$56K +$184 +8 +0.3%
MFA
286
McClarren Financial Advisors
Pennsylvania
$54K +$3.24K +142 +6%
APA
287
American Portfolios Advisors
New York
$52.6K +$9.64K +422 +22%
GKWIM
288
Gerber Kawasaki Wealth & Investment Management
California
$52K +$52K +2,290 New
BW
289
Bison Wealth
Georgia
$51K -$2.69K -118 -5%
JFGIW
290
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K – – –
CFO
291
CVA Family Office
Colorado
$49K -$213 -12 -0.4%
LFG
292
Larson Financial Group
Missouri
$48K +$1.43K +62 +3%
WQ
293
Wealth Quarterback
New Jersey
$48K +$48K +2,306 New
WTC
294
WhitTier Trust Company
Nevada
$46K – – –
LF
295
Lee Financial
Texas
$46K +$46 +2 +0.1%
SIM
296
Sonora Investment Management
Arizona
$46K +$22.7K +1,000 +97%
CHA
297
Carmichael Hill & Associates
Maryland
$45K – – –
CFA
298
Carroll Financial Associates
North Carolina
$44K +$3.15K +140 +8%
SFP
299
Sterling Financial Planning
New Jersey
$42K -$316 -14 -0.7%
AWA
300
Arkadios Wealth Advisors
Georgia
$42K -$136 -6 -0.3%
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