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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
$600M
2
Charles Schwab
Charles Schwab
California
$361M
3
US Bancorp
US Bancorp
Minnesota
$346M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$21.6M
2
TCM
Tradewinds Capital Management
Washington
$257K
3
OAM
Oak Asset Management
California
$0
4
RA
Rational Advisors
New York
$57.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
376
AlphaCore Capital
California
$10K -$2.5K -136 -20%
JHCP
377
Jackson Hole Capital Partners
Oklahoma
$10K – – –
VNA
378
Valley National Advisers
Pennsylvania
$10K – – –
EDRH
379
Edmond de Rothschild Holding
Switzerland
$9K -$4.7K -240 -34%
SIS
380
Sound Income Strategies
Florida
$9K +$9K +502 New
LFA
381
Level Financial Advisors
New York
$8K -$8.41K -432 -51%
PGAM
382
Princeton Global Asset Management
New Jersey
$8K +$55 +3 +0.7%
CTC
383
Central Trust Company
Missouri
$8K +$1.52K +81 +23%
AW
384
Avion Wealth
Texas
$8K +$2.21K +112 +38%
BTI
385
Blue Trust Inc
Georgia
$8K +$6.5K +303 +433%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$7K -$7.7K -431 -52%
PO
387
Private Ocean
California
$7K -$17 -1 -0.2%
CAAS
388
Capital Asset Advisory Services
Michigan
$7K – – –
LDFR
389
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
WPA
390
West Paces Advisors
Georgia
$6.08K +$6.08K +325 New
AA
391
Atmos Advisory
Pennsylvania
$6K -$451 -24 -7%
GWSG
392
GPS Wealth Strategies Group
Colorado
$6K – – –
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$6K +$760 +38 +15%
BC
394
Barrett & Company
Rhode Island
$5.79K +$5.79K +300 New
AWM
395
Abound Wealth Management
Tennessee
$5.01K +$37 +2 +0.8%
KFI
396
Key Financial Inc
Pennsylvania
$5K – – –
IWP
397
IAG Wealth Partners
Wisconsin
$5K – – –
WWM
398
Wolff Wiese Magana
California
$5K – – –
BWA
399
BDO Wealth Advisors
Florida
$4K -$588 -30 -13%
NFSG
400
Newbridge Financial Services Group
Florida
$4K -$124 -6 -3%
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