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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 %
PWS
301
Peloton Wealth Strategists
Indiana
$225K -$1.65M -62,788 -88%
FRA
302
Frank Rimerman Advisors
California
$220K +$220K +8,344 New
HCM
303
Hengehold Capital Management
Ohio
$219K +$219K +8,304 New
NF
304
NTB Financial
Colorado
$216K +$216K +8,190 New
TIM
305
Total Investment Management
Arizona
$215K +$215K +8,164 New
OMC
306
Old Mission Capital
Illinois
$211K +$211K +8,004 New
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$209K +$209K +7,944 New
BIA
308
Bigelow Investment Advisors
Maine
$205K +$205K +7,770 New
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$204K +$204K +7,750 New
NSAM
310
North Star Asset Management
Wisconsin
$204K +$204K +7,750 New
E
311
ETFidea
New York
$203K +$203K +7,700 New
RRWA
312
Rainey & Randall Wealth Advisors
Florida
$201K +$201K +7,636 New
CIR
313
Clear Investment Research
Georgia
$194K – – –
William Blair & Company
314
William Blair & Company
Illinois
$178K +$175K +6,616 +5,012%
PFBT
315
Parkside Financial Bank & Trust
Missouri
$174K +$3.68K +140 +2%
BCM
316
Blume Capital Management
California
$161K +$1.31K +50 +0.8%
FRA
317
Front Row Advisors
California
$141K – – –
WOC
318
West Oak Capital
California
$136K – – –
AA
319
Ancora Advisors
Ohio
$134K – – –
PB
320
Pinnacle Bancorp
Nebraska
$132K – – –
NIC
321
Northwest Investment Counselors
Oregon
$125K +$125K +4,744 New
CPA
322
Cardiff Park Advisors
California
$107K +$107K +4,076 New
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$105K -$48.4K -1,844 -32%
SPIA
324
Steward Partners Investment Advisory
New York
$105K – – –
DI
325
Disciplined Investments
Oklahoma
$102K -$1K -38 -1%
11 12
13
14 15