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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 %
CIAS
326
Capital Investment Advisory Services
North Carolina
$65K +$74 +4 +0.1%
LFG
327
Larson Financial Group
Missouri
$65K +$10.8K +574 +20%
WOC
328
West Oak Capital
California
$62K – – –
VC
329
Vestor Capital
Illinois
$58K – – –
RIA
330
Realta Investment Advisors
Delaware
$55K +$55K +2,946 New
CL
331
COWA LLC
Oklahoma
$55K +$55K +2,960 New
BEI
332
Benjamin Edwards Inc
Missouri
$53K -$1.07K -57 -2%
CA
333
Clearstead Advisors
Ohio
$53K +$40.1K +2,141 +312%
CFO
334
CVA Family Office
Colorado
$52K +$56 +3 +0.1%
SA
335
SRH Advisors
Kansas
$46K +$224 +12 +0.5%
RCC
336
Red Cedar Capital
Nebraska
$45K – – –
CFD
337
Creative Financial Designs
Indiana
$45K +$830 +44 +2%
AF
338
Allworth Financial
California
$45K +$2.83K +152 +7%
TWA
339
TCI Wealth Advisors
Arizona
$45K +$24.4K +1,300 +118%
MFA
340
McClarren Financial Advisors
Pennsylvania
$45K +$45K +2,421 New
APA
341
American Portfolios Advisors
New York
$41.2K +$37 +2 +0.1%
OIA
342
Optimum Investment Advisors
Illinois
$38K +$1.46K +78 +4%
WTC
343
WhitTier Trust Company
Nevada
$37K – – –
CHA
344
Carmichael Hill & Associates
Maryland
$37K – – –
CCA
345
Column Capital Advisors
Indiana
$34K -$572K -30,902 -94%
GT
346
Glenmede Trust
Pennsylvania
$33K -$845 -46 -2%
MCC
347
Money Concepts Capital
Florida
$31K – – –
CDIA
348
Capital Directions Investment Advisors
Georgia
$30K -$33K -1,582 Closed
LWP
349
Laurel Wealth Planning
Minnesota
$27K – – –
CA
350
Crewe Advisors
Utah
$25K +$25K +1,337 New
12 13
14
15 16