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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 %
BWL
351
Bogart Wealth LLC
Virginia
$24K +$19K +1,028 +377%
ADL
352
Asset Dedication LLC
California
$23K +$23K +1,205 New
SWM
353
Sugarloaf Wealth Management
Georgia
$22K – – –
HR
354
Howe & Rusling
New York
$21K – – –
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$213 +11 +1%
WAM
356
WFA Asset Management
Wisconsin
$19.4K +$19.4K +1,040 New
MA
357
MUFG Americas
New York
$19K -$10.6K -568 -36%
NSIM
358
North Star Investment Management
Illinois
$19K – – –
CT
359
Cambridge Trust
Massachusetts
$19K – – –
CG
360
Cutler Group
California
$18K +$18K +1,000 New
GFPC
361
Global Financial Private Client
Florida
$17.6K – – –
HC
362
Hoese & Co
Minnesota
$17K – – –
FHA
363
First Horizon Advisors
Tennessee
$17K +$111 +6 +0.7%
IRC
364
Investors Research Corp
Georgia
$17K +$171 +9 +1%
MA
365
MCF Advisors
Kentucky
$16K +$9.93K +520 +164%
SWM
366
Spire Wealth Management
Virginia
$15K -$18.1K -965 -55%
SBL
367
Sargent Bickham Lagudis
Colorado
$15K – – –
HNB
368
Huntington National Bank
Ohio
$15K -$17K – –
BlackRock
369
BlackRock
New York
$15K – – –
MCM
370
MV Capital Management
Maryland
$15K – – –
PK
371
Pflug Koory
Nebraska
$14K – – –
TFGT
372
TS Financial Group (TSFG)
Illinois
$14K +$4.49K +234 +47%
LPP
373
Life Planning Partners
Florida
$13.9K – – –
FWP
374
FAS Wealth Partners
Kansas
$13K +$95 +5 +0.7%
CFFP
375
Center for Financial Planning
Michigan
$11K – – –
13 14
15
16 17