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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 %
BAM
351
Bellevue Asset Management
Washington
$5K – – –
RA
352
Resolute Advisors
California
$5K +$45 +2 +0.9%
BWA
353
BDO Wealth Advisors
Florida
$5K +$641 +30 +15%
WFA
354
WestHill Financial Advisors
California
$5K +$5K +212 New
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57K – – –
SWA
356
Sutton Wealth Advisors
Florida
$4.43K -$183 -8 -4%
HFS
357
Hantz Financial Services
Michigan
$4K -$1.33K -52 -25%
JCM
358
Jacobi Capital Management
Pennsylvania
$4K – – –
EBA
359
Eagle Bay Advisors
New York
$4K – – –
VFA
360
Values First Advisors
Tennessee
$4K – – –
CFGS
361
Concourse Financial Group Securities
Alabama
$4K – – –
AAP
362
Arax Advisory Partners
Colorado
$4K – – –
PCFFS
363
Pacific Center for Financial Services
California
$4K +$4K +178 New
William Blair & Company
364
William Blair & Company
Illinois
$3K -$3.77K -166 -56%
FWM
365
Focused Wealth Management
New York
$3K -$542 -26 -15%
ME
366
McIlrath & Eck
Washington
$3K – – –
FHA
367
First Horizon Advisors
Tennessee
$3K – – –
FFA
368
Founders Financial Alliance
North Carolina
$3K – – –
SWA
369
SOA Wealth Advisors
New York
$3K – – –
CMBA
370
C.M. Bidwell & Associates
Hawaii
$3K – – –
AWM
371
Atticus Wealth Management
Florida
$3K +$348 +16 +13%
GT
372
Glenmede Trust
Pennsylvania
$3K +$3K +138 New
PA
373
PSI Advisors
Florida
$3K +$3K +152 New
WIM
374
Westside Investment Management
California
$2.09K – – –
TCWA
375
Ten Capital Wealth Advisors
Washington
$2K -$14K -604 -88%
13 14
15
16 17