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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 %
RMC
276
Regis Management Company
California
$306K – – –
GAM
277
Garrison Asset Management
Arkansas
$298K +$298K +11,294 New
WMS
278
Wealth Management Solutions
Pennsylvania
$297K +$297K +11,256 New
UB
279
UMB Bank
Missouri
$297K +$297K +11,278 New
WW
280
Waterfront Wealth
Kansas
$291K -$684 -26 -0.2%
SC
281
Shearwater Capital
Colorado
$288K +$288K +1,994 New
IAN
282
Integrated Advisors Network
Texas
$282K -$8.65K -328 -3%
ZIG
283
Zullo Investment Group
Pennsylvania
$280K +$280K +10,612 New
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
$279K -$36K -1,364 -11%
RK
285
Rather & Kittrell
Tennessee
$275K +$275K +11,112 New
GRP
286
Global Retirement Partners
California
$274K +$1.84K +70 +0.7%
RSWM
287
Robertson Stephens Wealth Management
California
$270K +$18.7K +710 +7%
SFS
288
Strategic Financial Services
New York
$258K – – –
CA
289
Cetera Advisors
Colorado
$253K -$5.42K -206 -2%
HI
290
Harbour Investments
Wisconsin
$251K -$248K -9,426 -50%
EFG
291
Everhart Financial Group
Ohio
$250K -$1.58K -60 -0.6%
CIA
292
Compass Ion Advisors
Pennsylvania
$250K +$250K +9,506 New
FSWA
293
Financial Synergies Wealth Advisors
Texas
$239K -$1.95K -74 -0.8%
1WM
294
1900 Wealth Management
Texas
$237K -$1.06M -40,296 -82%
GGS
295
Galvin Gaustad & Stein
Arizona
$237K -$2.64K -100 -1%
BAMG
296
Brand Asset Management Group
Missouri
$237K +$4.64K +176 +2%
MMHP
297
Murphy Middleton Hinkle & Parker
Georgia
$235K +$235K +8,912 New
AWA
298
Acorn Wealth Advisors
Michigan
$233K +$1.21K +46 +0.5%
MSFS
299
Main Street Financial Solutions
Pennsylvania
$232K +$232K +8,824 New
SAM
300
Stone Asset Management
Texas
$231K +$231K +8,750 New
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