SCHH icon

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 %
CWC
426
Carolinas Wealth Consulting
North Carolina
$3K – – –
FFA
427
Founders Financial Alliance
North Carolina
$3K – – –
CMBA
428
C.M. Bidwell & Associates
Hawaii
$3K – – –
GT
429
Glenmede Trust
Pennsylvania
$3K – – –
WIM
430
Westside Investment Management
California
$2.09K – – –
NFSG
431
Newbridge Financial Services Group
Florida
$2K -$11.7K -350 -85%
GM
432
GeoWealth Management
Illinois
$2K – – –
CA
433
Clearstead Advisors
Ohio
$2K – – –
WT
434
Washington Trust
Rhode Island
$2K – – –
JWA
435
JFS Wealth Advisors
Pennsylvania
$2K – – –
DWMG
436
DB Wealth Management Group
California
$2K +$718 +28 +56%
RDFA
437
Ritter Daniher Financial Advisory
Ohio
$2K +$1.39K +50 +227%
GWS
438
Glassman Wealth Services
Virginia
$2K +$1.48K +68 +283%
AIP
439
Ahrens Investment Partners
Louisiana
$2K +$2K +70 New
BBPWM
440
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2K +70 New
CSB
441
City State Bank
Iowa
$2K +$2K +86 New
SCA
442
Snowden Capital Advisors
New York
$2K +$2K +108 New
LWMNY
443
Landmark Wealth Management (New York)
New York
$2K +$2K +57,568 New
HF
444
Halpern Financial
Virginia
$1.74K +$1.74K +66 New
BW
445
Bison Wealth
Georgia
$1K -$101K -2,212 -99%
MSFP
446
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
TFGT
447
TS Financial Group (TSFG)
Illinois
$1K – – –
QCG
448
Quadrant Capital Group
Ohio
$1K – – –
VCM
449
Versant Capital Management
Arizona
$1K – – –
WFA
450
West Financial Advisors
Iowa
$1K – – –
16 17
18
19 20