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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
$917M
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
$438M
4
CSIA
Charles Schwab Investment Advisory
California
$1.25B
5
RA
Rational Advisors
New York
$93.1M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$8.96M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.75M
3
Creative Planning
Creative Planning
Kansas
$703M
4
M&T Bank
M&T Bank
New York
$21.6M
5
CST
Charles Schwab Trust
Nevada
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
376
Center for Financial Planning
Michigan
$16K – – –
JHCP
377
Jackson Hole Capital Partners
Oklahoma
$14K – – –
VNA
378
Valley National Advisers
Pennsylvania
$14K – – –
JFA
379
JNBA Financial Advisors
Minnesota
$14K – – –
IWP
380
IAG Wealth Partners
Wisconsin
$14K +$14K +514 New
SBL
381
Sargent Bickham Lagudis
Colorado
$13K -$32.4K -1,198 -71%
CWM
382
Cedar Wealth Management
California
$12K – – –
CAAS
383
Capital Asset Advisory Services
Michigan
$11K -$7.37K -268 -40%
PO
384
Private Ocean
California
$11K -$53 -2 -0.5%
PGAM
385
Princeton Global Asset Management
New Jersey
$11K +$101 +4 +0.9%
AA
386
Atmos Advisory
Pennsylvania
$11K +$11K +402 New
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$11K +$11K +410 New
DAM
388
Delta Asset Management
Tennessee
$10K – – –
KA
389
Kozak & Associates
Colorado
$10K – – –
AF
390
Allworth Financial
California
$9K +$1.21K +48 +15%
TFS
391
TrustCore Financial Services
Tennessee
$8K -$7.46K -276 -48%
KFI
392
Key Financial Inc
Pennsylvania
$8K – – –
GWSG
393
GPS Wealth Strategies Group
Colorado
$8K +$7.74K +294 +2,940%
RDIA
394
RE Dickinson Investment Advisors
Iowa
$8K +$8K +302 New
BWM
395
BerganKDV Wealth Management
Minnesota
$7K -$9.19K -352 -57%
GIA
396
Goodwin Investment Advisory
Georgia
$7K -$2.37K -84 -25%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$7K – – –
WWM
398
Wolff Wiese Magana
California
$7K – – –
PWMG
399
Prestige Wealth Management Group
New Jersey
$7K +$606 +22 +9%
HCM
400
Horrell Capital Management
Arkansas
$6K – – –
14 15
16
17 18