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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 %
LFA
351
Level Financial Advisors
New York
$37K +$37K +1,396 New
VCM
352
Vigilant Capital Management
Maine
$35K +$35K +1,314 New
BFG
353
Baron Financial Group
New Jersey
$32.5K -$3.16K -120 -9%
ADL
354
Asset Dedication LLC
California
$32K -$8.44K -318 -21%
HR
355
Howe & Rusling
New York
$31K -$5.05K -192 -14%
SWM
356
Sugarloaf Wealth Management
Georgia
$31K – – –
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$30K +$30K +1,152 New
TWA
358
TCI Wealth Advisors
Arizona
$29K – – –
EW
359
Element Wealth
Mississippi
$29K – – –
CFD
360
Creative Financial Designs
Indiana
$28K +$28K +1,074 New
OSNBOA
361
Old Second National Bank of Aurora
Illinois
$27K +$27K +1,410 New
Optiver Holding
362
Optiver Holding
Netherlands
$25K +$25K +942 New
GFPC
363
Global Financial Private Client
Florida
$24.5K +$24.5K +930 New
FHA
364
First Horizon Advisors
Tennessee
$23K +$19.3K +760 +521%
BlackRock
365
BlackRock
New York
$22K -$53 -2 -0.2%
HNB
366
Huntington National Bank
Ohio
$21K -$18K – –
IRC
367
Investors Research Corp
Georgia
$21K +$908 +34 +5%
HFS
368
Hantz Financial Services
Michigan
$21K +$16.9K +648 +415%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$20K -$4.47K -172 -18%
LPP
370
Life Planning Partners
Florida
$20K +$20K +742 New
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$20K +$20K +754 New
PK
372
Pflug Koory
Nebraska
$19K – – –
FWP
373
FAS Wealth Partners
Kansas
$18K -$748 -28 -4%
EDRH
374
Edmond de Rothschild Holding
Switzerland
$18K – – –
CA
375
CoreCap Advisors
Michigan
$17K +$17K +656 New
13 14
15
16 17