SCHH icon

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 %
OIA
301
Optimum Investment Advisors
Illinois
$40K +$26.9K +1,190 +204%
BFC
302
Bedel Financial Consulting
Indiana
$39K -$33.9K -1,474 -46%
MA
303
MUFG Americas
New York
$39K +$1.67K +72 +4%
SBL
304
Sargent Bickham Lagudis
Colorado
$38K +$27.2K +1,200 +251%
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$38K +$38K +1,554 New
CDIA
306
Capital Directions Investment Advisors
Georgia
$36K – – –
ADL
307
Asset Dedication LLC
California
$35K – – –
CCA
308
Column Capital Advisors
Indiana
$32K +$92 +4 +0.3%
HR
309
Howe & Rusling
New York
$31K +$7.15K +316 +30%
BFG
310
Baron Financial Group
New Jersey
$30.9K -$33.6K -1,472 -52%
S
311
SignatureFD
Georgia
$30K +$181 +8 +0.6%
SWM
312
Sugarloaf Wealth Management
Georgia
$27K – – –
FA
313
Faithward Advisors
Pennsylvania
$27K +$91 +4 +0.3%
TWA
314
TCI Wealth Advisors
Arizona
$25K -$9.07K -400 -27%
EW
315
Element Wealth
Mississippi
$25K – – –
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$21K +$3.7K +166 +21%
JPLA
317
Joseph P. Lucia & Associates
New York
$20K – – –
BlackRock
318
BlackRock
New York
$19K -$219K -9,568 -92%
HNB
319
Huntington National Bank
Ohio
$18K -$18K – –
IRC
320
Investors Research Corp
Georgia
$17K +$4.34K +192 +34%
PK
321
Pflug Koory
Nebraska
$17K +$6.07K +262 +56%
EDRH
322
Edmond de Rothschild Holding
Switzerland
$16K – – –
FWP
323
FAS Wealth Partners
Kansas
$16K +$46 +2 +0.3%
CAAS
324
Capital Asset Advisory Services
Michigan
$15K – – –
CFFP
325
Center for Financial Planning
Michigan
$14K – – –
11 12
13
14 15