SCHH icon

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 %
TFP
401
Tilia Fiduciary Partners
North Carolina
$4K -$58 -3 -1%
HCM
402
Horrell Capital Management
Arkansas
$4K – – –
BAM
403
Bellevue Asset Management
Washington
$4K – – –
BWM
404
BerganKDV Wealth Management
Minnesota
$4K – – –
GWANC
405
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K – – –
PWMG
406
Prestige Wealth Management Group
New Jersey
$4K +$35 +2 +0.9%
SWA
407
Sutton Wealth Advisors
Florida
$3.63K – – –
BLC
408
Brown, Lisle/Cummings
Rhode Island
$3.46K +$3.46K +185 New
CFGS
409
Concourse Financial Group Securities
Alabama
$3K -$833 -50 -22%
SWA
410
SOA Wealth Advisors
New York
$3K -$122 -8 -4%
EI
411
Ellevest Inc
New York
$3K – – –
AWM
412
Atticus Wealth Management
Florida
$3K – – –
VFA
413
Values First Advisors
Tennessee
$3K – – –
FWM
414
Focused Wealth Management
New York
$3K +$19 +1 +0.6%
TCOV
415
Trust Company of Vermont
Vermont
$3K +$3K +134 New
SSB
416
Sandy Spring Bank
Maryland
$3K +$3K +144 New
PCA
417
Providence Capital Advisors
North Carolina
$3K +$3K +174 New
ME
418
McIlrath & Eck
Washington
$2K -$20.5K -1,309 -91%
FFA
419
Founders Financial Alliance
North Carolina
$2K -$8.71K -549 -81%
LWA
420
Lowe Wealth Advisors
Maryland
$2K – – –
IBOK
421
Independence Bank of Kentucky
Kentucky
$2K – – –
CWC
422
Carolinas Wealth Consulting
North Carolina
$2K – – –
TCWA
423
Ten Capital Wealth Advisors
Washington
$2K – – –
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
WT
425
Washington Trust
Rhode Island
$2K – – –
15 16
17
18 19