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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
+$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 %
CMBA
426
C.M. Bidwell & Associates
Hawaii
$2K – – –
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
PTC
428
Private Trust Company
Ohio
$2K +$2K +86 New
PMFA
429
Plante Moran Financial Advisors
Michigan
$2K +$2K +103 New
WIM
430
Westside Investment Management
California
$1.69K – – –
TAM
431
Tucker Asset Management
Colorado
$1.51K +$1.51K +78 New
GEA
432
Glen Eagle Advisors
New Jersey
$1.04K +$848 +45 +450%
Citigroup
433
Citigroup
New York
$1K -$188K -6,389 -99%
TFA
434
Transamerica Financial Advisors
Florida
$1K -$71.5K -143 -99%
MFC
435
Morris Financial Concepts
South Carolina
$1K – – –
BBPWM
436
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
JWA
437
JFS Wealth Advisors
Pennsylvania
$1K – – –
AAP
438
Arax Advisory Partners
Colorado
$1K – – –
GM
439
GeoWealth Management
Illinois
$1K – – –
MSFP
440
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
QCG
441
Quadrant Capital Group
Ohio
$1K – – –
EC
442
EdgeRock Capital
Colorado
$1K +$1K +62 New
HBW
443
Hazlett, Burt & Watson
West Virginia
$1K +$1K +64 New
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$33 -$22 -1,040 -40%
OAM
445
Oak Asset Management
California
– -$7.86M -372,585 Closed
PMG
446
ProVise Management Group
Florida
– -$804K -38,120 Closed
KeyBank National Association
447
KeyBank National Association
Ohio
– -$662K -31,398 Closed
BRC
448
Bell Rock Capital
Delaware
– -$552K -26,171 Closed
DBRC
449
D.B. Root & Company
Pennsylvania
– -$514K -24,405 Closed
GW
450
GW & Wade
Massachusetts
– -$513K -24,337 Closed
16 17
18
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