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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
+$48.2M
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
+$25.8M
4
CSIA
Charles Schwab Investment Advisory
California
+$21.5M
5
RA
Rational Advisors
New York
+$18.9M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$29.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$26.9M
3
Creative Planning
Creative Planning
Kansas
-$22M
4
M&T Bank
M&T Bank
New York
-$6.85M
5
CST
Charles Schwab Trust
Nevada
-$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
326
Future Financial Wealth Management
Ohio
$99K +$99K +3,800 New
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
$96K +$55.2K +2,102 +135%
MA
328
Montag & Associates
Georgia
$89K – – –
LF
329
Lee Financial
Texas
$89K +$36.1K +1,372 +68%
GAM
330
Gemmer Asset Management
California
$82K -$67.2K -2,552 -45%
BEI
331
Benjamin Edwards Inc
Missouri
$77K +$2.63K +100 +4%
CIAS
332
Capital Investment Advisory Services
North Carolina
$76K +$9.39K +356 +14%
CFO
333
CVA Family Office
Colorado
$73K +$577 +22 +0.8%
SA
334
SRH Advisors
Kansas
$64K +$262 +10 +0.4%
MFA
335
McClarren Financial Advisors
Pennsylvania
$63K +$475 +18 +0.8%
AIM
336
AHL Investment Management
Florida
$61K +$61K +2,316 New
JFGIW
337
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K – – –
LFG
338
Larson Financial Group
Missouri
$57K +$1.7K +64 +3%
Simplex Trading
339
Simplex Trading
Illinois
$57K +$57K +2,200 New
APA
340
American Portfolios Advisors
New York
$55.7K -$5.01K -190 -8%
WTC
341
WhitTier Trust Company
Nevada
$53K – – –
CHA
342
Carmichael Hill & Associates
Maryland
$52K – – –
BFC
343
Bedel Financial Consulting
Indiana
$52K +$7.13K +270 +16%
CFA
344
Carroll Financial Associates
North Carolina
$50K – – –
OIA
345
Optimum Investment Advisors
Illinois
$48K +$1.72K +66 +4%
MA
346
MUFG Americas
New York
$48K +$3.92K +150 +9%
MCC
347
Money Concepts Capital
Florida
$44K +$44K +1,672 New
CCA
348
Column Capital Advisors
Indiana
$38K +$1.06K +40 +3%
TC
349
TAP Consulting
Missouri
$38K +$38K +1,428 New
S
350
SignatureFD
Georgia
$37K +$2.35K +90 +7%
12 13
14
15 16