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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
+$54.7M
2
TCM
Tradewinds Capital Management
Washington
+$33M
3
CSIA
Charles Schwab Investment Advisory
California
+$27.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$23.1M
5
US Bancorp
US Bancorp
Minnesota
+$18.4M

Top Sellers

1
FNC
First National Corp
Massachusetts
-$12M
2
GCA
Genesee Capital Advisors
New York
-$11.7M
3
IA
IAM Advisory
Pennsylvania
-$11.7M
4
TI
Truepoint Inc
Ohio
-$9.11M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$7.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
326
BerganKDV Wealth Management
Minnesota
$14K +$3.88K +172 +38%
JWBC
327
John W. Brooker & Co
California
$14K +$14K +594 New
TFS
328
TrustCore Financial Services
Tennessee
$13K -$318 -14 -2%
JFA
329
JNBA Financial Advisors
Minnesota
$13K – – –
VNA
330
Valley National Advisers
Pennsylvania
$13K – – –
RFA
331
Reilly Financial Advisors
California
$13K +$9.03K +382 +227%
JHCP
332
Jackson Hole Capital Partners
Oklahoma
$12K – – –
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$11K -$2.83K -122 -20%
KA
334
Kozak & Associates
Colorado
$11K +$11K +424 New
CWM
335
Cedar Wealth Management
California
$10K – – –
PGAM
336
Princeton Global Asset Management
New Jersey
$10K +$47 +2 +0.5%
PO
337
Private Ocean
California
$10K +$48 +2 +0.5%
EI
338
Ellevest Inc
New York
$10K +$9.95K +418 +20,900%
NFSG
339
Newbridge Financial Services Group
Florida
$9K +$2.46K +112 +38%
DAM
340
Delta Asset Management
Tennessee
$9K +$6.74K +280 +298%
LDFR
341
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
GIA
342
Goodwin Investment Advisory
Georgia
$8K +$2.36K +98 +42%
KFI
343
Key Financial Inc
Pennsylvania
$7K +$4.86K +200 +227%
AF
344
Allworth Financial
California
$7K +$5.96K +264 +574%
WWM
345
Wolff Wiese Magana
California
$6K – – –
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$6K – – –
COCM
347
Charter Oak Capital Management
New Hampshire
$5K – – –
HCM
348
Horrell Capital Management
Arkansas
$5K – – –
ACA
349
Aptus Capital Advisors
Alabama
$5K – – –
PWMG
350
Prestige Wealth Management Group
New Jersey
$5K – – –
12 13
14
15 16