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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
+$34.6M
2
Charles Schwab
Charles Schwab
California
+$21.2M
3
US Bancorp
US Bancorp
Minnesota
+$14.4M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.7M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
2
TCM
Tradewinds Capital Management
Washington
-$7.97M
3
OAM
Oak Asset Management
California
-$7.86M
4
RA
Rational Advisors
New York
-$7.85M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
276
EWG Elevate
California
$244K – – –
EFG
277
Everhart Financial Group
Ohio
$242K -$195K -10,458 -45%
WW
278
Waterfront Wealth
Kansas
$230K -$6.62K -348 -3%
LWM
279
Lyell Wealth Management
California
$229K +$1.78K +95 +0.8%
AFP
280
Ausdal Financial Partners
Iowa
$225K -$23.2K -1,242 -9%
GGS
281
Galvin Gaustad & Stein
Arizona
$224K +$29.8K +1,595 +15%
EFS
282
Econ Financial Services
Pennsylvania
$223K +$223K +11,929 New
GAM
283
Garrison Asset Management
Arkansas
$221K +$131 +7 +0.1%
AWM
284
Aspire Wealth Management
Massachusetts
$220K +$220K +11,781 New
BIA
285
Bigelow Investment Advisors
Maine
$219K +$27.5K +1,470 +14%
SIC
286
SJS Investment Consulting
Ohio
$219K +$219K +11,697 New
SFS
287
Summit Financial Strategies
Ohio
$217K -$4.45K -238 -2%
RMC
288
Regis Management Company
California
$217K – – –
TRCT
289
Tower Research Capital (TRC)
New York
$216K +$61.8K +3,305 +40%
NL
290
NWAM LLC
Washington
$214K -$95.6K -5,124 -31%
AT
291
American Trust
Kentucky
$214K +$12.1K +645 +6%
PS
292
Portfolio Solutions
Michigan
$213K -$30.8K -1,648 -13%
CA
293
Cetera Advisors
Colorado
$213K +$33.3K +1,788 +19%
GRP
294
Global Retirement Partners
California
$210K +$328 +17 +0.2%
IAN
295
Integrated Advisors Network
Texas
$208K +$1.07K +57 +0.5%
HT
296
HAP Trading
New York
$207K -$68.2K -3,647 -25%
HCP
297
Hexagon Capital Partners
Arkansas
$207K +$180K +9,608 +657%
RSWM
298
Robertson Stephens Wealth Management
California
$205K +$9.4K +504 +5%
HWM
299
HB Wealth Management
Georgia
$205K +$205K +10,984 New
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$202K -$969K -51,969 -83%
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