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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 %
CWC
376
Carolinas Wealth Consulting
North Carolina
$2K – – –
WT
377
Washington Trust
Rhode Island
$2K – – –
GM
378
GeoWealth Management
Illinois
$2K – – –
JWA
379
JFS Wealth Advisors
Pennsylvania
$2K +$2K +70 New
LWM
380
Liberty Wealth Management
California
$2K +$2K +78 New
Citigroup
381
Citigroup
New York
$1K -$42.8K -1,456 -98%
WFA
382
West Financial Advisors
Iowa
$1K -$680 -34 -40%
RDFA
383
Ritter Daniher Financial Advisory
Ohio
$1K – – –
CA
384
Clearstead Advisors
Ohio
$1K – – –
MSFP
385
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
QCG
386
Quadrant Capital Group
Ohio
$1K – – –
TFGT
387
TS Financial Group (TSFG)
Illinois
$1K – – –
HCP
388
Hexagon Capital Partners
Arkansas
$1K – – –
DWMG
389
DB Wealth Management Group
California
$1K +$360 +18 +56%
GWS
390
Glassman Wealth Services
Virginia
$1K +$1K +24 New
LWA
391
Lenox Wealth Advisors
New York
$1K +$1K +26 New
BL
392
Balentine LLC
Georgia
$1K +$1K +50 New
VCM
393
Versant Capital Management
Arizona
$1K +$1K +50 New
KFS
394
Kelly Financial Services
Massachusetts
$291 -$13.8K -568 -98%
GCA
395
Genesee Capital Advisors
New York
– -$11.7M -510,000 Closed
IA
396
IAM Advisory
Pennsylvania
– -$11.7M -510,000 Closed
FMT
397
First Mercantile Trust
Tennessee
– -$6.29M -274,698 Closed
QAM
398
Q3 Asset Management
Michigan
– -$5.63M -245,922 Closed
HAS
399
HBW Advisory Services
California
– -$1.18M -51,642 Closed
Wolverine Trading
400
Wolverine Trading
Illinois
– -$1.02M -44,224 Closed
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