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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
$64.3M
2
TCM
Tradewinds Capital Management
Washington
$33M
3
CSIA
Charles Schwab Investment Advisory
California
$1.06B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.4M
5
US Bancorp
US Bancorp
Minnesota
$357M

Top Sellers

1
FNC
First National Corp
Massachusetts
$3.34M
2
GCA
Genesee Capital Advisors
New York
$0
3
IA
IAM Advisory
Pennsylvania
$0
4
TI
Truepoint Inc
Ohio
$1.7M
5
Financial Engines Advisors
Financial Engines Advisors
California
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
401
Advisory Services Network
Georgia
– -$1M -43,834 Closed
Barclays
402
Barclays
United Kingdom
– -$653K -28,516 Closed
LWM
403
Loveless Wealth Management
Montana
– -$588K -25,674 Closed
FTUS
404
Flow Traders U.S.
New York
– -$568K -24,822 Closed
BO
405
BRR OpCo
Ohio
– -$323K -14,112 Closed
PI
406
PEAK6 Investments
Illinois
– -$293K -12,786 Closed
WAP
407
Wealthcare Advisory Partners
Pennsylvania
– -$250K -10,932 Closed
GIA
408
Gladstone Institutional Advisory
Florida
– -$200K -8,736 Closed
RDWM
409
Red Door Wealth Management
Tennessee
– -$34K -1,500 Closed
HI
410
Hudock Inc
Pennsylvania
– -$27K -1,192 Closed
AC
411
Arjuna Capital
North Carolina
– -$22K -964 Closed
CTC
412
Central Trust Company
Missouri
– -$21K -924 Closed
TC
413
Truvestments Capital
Florida
– -$18K -766 Closed
CFG
414
CKW Financial Group
Hawaii
– -$16K -678 Closed
PSIWM
415
Paradigm Strategies in Wealth Management
Minnesota
– -$15K -656 Closed
SB
416
Strategic Blueprint
Georgia
– -$13K -580 Closed
WPA
417
West Paces Advisors
Georgia
– -$7.1K -310 Closed
CIA
418
Choate Investment Advisors
Massachusetts
– -$4K -194 Closed
EVM
419
Eaton Vance Management
Massachusetts
– -$3K -160 Closed
GI
420
Gradient Investments
Minnesota
– -$3K -110 Closed
FWM
421
Filbrandt Wealth Management
Wisconsin
– -$2K -82 Closed
RF
422
Robbins Farley
New Hampshire
– -$1K -60 Closed
SL
423
Savior LLC
Massachusetts
– -$1K -36 Closed
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