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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 %
B
301
Bridgeworth
Alabama
$193K -$747K -40,029 -79%
BFA
302
Bluestem Financial Advisors
Illinois
$193K -$92.3K -4,948 -32%
DSA
303
Droms Strauss Advisors
Missouri
$188K -$23.6K -1,285 -11%
BIA
304
Bell Investment Advisors
California
$167K +$1.29K +69 +0.8%
AF
305
Advisornet Financial
Minnesota
$166K +$4.02K +215 +2%
HI
306
Harbour Investments
Wisconsin
$163K – – –
SPIA
307
Steward Partners Investment Advisory
New York
$159K -$1.23K -66 -0.8%
UB
308
UMB Bank
Missouri
$145K -$130K -6,982 -47%
ZIG
309
Zullo Investment Group
Pennsylvania
$145K -$55.3K -2,951 -28%
CB
310
Community Bank
New York
$142K +$142K +7,596 New
William Blair & Company
311
William Blair & Company
Illinois
$141K +$22.2K +1,194 +19%
FSWA
312
Financial Synergies Wealth Advisors
Texas
$138K -$2.75K -147 -2%
CIR
313
Clear Investment Research
Georgia
$137K – – –
PFBT
314
Parkside Financial Bank & Trust
Missouri
$132K +$12.3K +659 +10%
BCM
315
Blume Capital Management
California
$113K – – –
LF
316
Lee Financial
Texas
$108K +$46.8K +2,512 +76%
FRA
317
Front Row Advisors
California
$100K +$19 +1 +0%
AA
318
Ancora Advisors
Ohio
$95K -$8.27K -443 -8%
ACA
319
Aptus Capital Advisors
Alabama
$86K -$2.97K -158 -3%
S
320
SignatureFD
Georgia
$84K -$17.2K -918 -17%
Qube Research & Technologies (QRT)
321
Qube Research & Technologies (QRT)
United Kingdom
$78K +$78K +4,200 New
NIC
322
Northwest Investment Counselors
Oregon
$77K +$262 +14 +0.3%
DI
323
Disciplined Investments
Oklahoma
$77K +$4.19K +223 +6%
CPA
324
Cardiff Park Advisors
California
$68K +$465 +25 +0.7%
SC
325
Stephens Consulting
Michigan
$67.8K +$67.8K +3,628 New
11 12
13
14 15