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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
+$48.2M
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
+$25.8M
4
CSIA
Charles Schwab Investment Advisory
California
+$21.5M
5
RA
Rational Advisors
New York
+$18.9M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$29.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$26.9M
3
Creative Planning
Creative Planning
Kansas
-$22M
4
M&T Bank
M&T Bank
New York
-$6.85M
5
CST
Charles Schwab Trust
Nevada
-$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
451
Citigroup
New York
$1K +$56 +2 +6%
HS
452
Horan Securities
United States
$1K +$1K +20 New
EVM
453
Eaton Vance Management
Massachusetts
$1K +$1K +30 New
DHGWA
454
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1K +30 New
BWL
455
Bogart Wealth LLC
Virginia
$1K +$1K +36 New
SMA
456
Sage Mountain Advisors
Georgia
$1K +$1K +42 New
CFCI
457
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1K +44 New
MFC
458
Morris Financial Concepts
South Carolina
$1K +$1K +48 New
CWP
459
Concord Wealth Partners
Virginia
$1K +$1K +50 New
GI
460
Gradient Investments
Minnesota
$1K +$1K +52 New
AHIA
461
Andrew Hill Investment Advisors
Florida
$1K +$1K +74 New
KFS
462
Kelly Financial Services
Massachusetts
$338 – – –
WIC
463
Whitegate Investment Counselors
New Hampshire
– -$2.93M -128,408 Closed
CWP
464
Capital Wealth Planning
Florida
– -$1.08M -47,046 Closed
RPCA
465
Running Point Capital Advisors
California
– -$1.06M -46,506 Closed
Franklin Resources
466
Franklin Resources
California
– -$986K -43,172 Closed
SBH
467
Segall Bryant & Hamill
Illinois
– -$773K -33,916 Closed
EFSCE
468
Enterprise Financial Services Corp (EFSC)
Missouri
– -$476K -20,842 Closed
Citadel Advisors
469
Citadel Advisors
Florida
– -$332K -14,548 Closed
VCM
470
Virtue Capital Management
Tennessee
– -$269K -11,764 Closed
CG
471
Cutler Group
California
– -$196K -8,600 Closed
WT
472
Whittier Trust
California
– -$59K -2,600 Closed
GKWIM
473
Gerber Kawasaki Wealth & Investment Management
California
– -$52K -2,290 Closed
SFP
474
Sterling Financial Planning
New Jersey
– -$42K -1,858 Closed
AWA
475
Arkadios Wealth Advisors
Georgia
– -$42K -1,858 Closed
16 17 18
19
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