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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
$600M
2
Charles Schwab
Charles Schwab
California
$361M
3
US Bancorp
US Bancorp
Minnesota
$346M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$21.6M
2
TCM
Tradewinds Capital Management
Washington
$257K
3
OAM
Oak Asset Management
California
$0
4
RA
Rational Advisors
New York
$57.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
451
Avalon Capital Management
California
– -$464K -22,016 Closed
NEGWA
452
New England Guild Wealth Advisors
Connecticut
– -$372K -17,620 Closed
CP
453
Camelot Portfolios
Ohio
– -$364K -17,247 Closed
ASI
454
Advisory Services & Investments
Oregon
– -$358K -16,985 Closed
PA
455
Pinnacle Associates
New York
– -$358K -16,977 Closed
PWMAG
456
Pinnacle Wealth Management Advisory Group
New Jersey
– -$346K -16,409 Closed
SCFS
457
S.C. Financial Services
Arizona
– -$343K -16,253 Closed
MIS
458
Morningstar Investment Services
Illinois
– -$294K -13,900 Closed
IWA
459
IVC Wealth Advisors
Pennsylvania
– -$255K -12,104 Closed
GLA
460
Great Lakes Advisors
Illinois
– -$252K -11,957 Closed
WMS
461
Wealth Management Solutions
Pennsylvania
– -$240K -11,398 Closed
ICG
462
InterOcean Capital Group
Tennessee
– -$239K -11,348 Closed
Wolverine Trading
463
Wolverine Trading
Illinois
– -$230K -10,877 Closed
SC
464
Savant Capital
Illinois
– -$217K -10,296 Closed
CB
465
Commerce Bank
Missouri
– -$213K -10,108 Closed
SFS
466
Strategic Financial Services
New York
– -$207K -9,800 Closed
TWM
467
Tanglewood Wealth Management
Texas
– -$204K -9,662 Closed
MMHP
468
Murphy Middleton Hinkle & Parker
Georgia
– -$203K -9,623 Closed
BAMG
469
Brand Asset Management Group
Missouri
– -$202K -9,575 Closed
MOS
470
MGO One Seven
Ohio
– -$201K -9,543 Closed
EWA
471
EP Wealth Advisors
California
– -$166K -7,866 Closed
JPLA
472
Joseph P. Lucia & Associates
New York
– -$74K -3,510 Closed
WAM
473
Worth Asset Management
Texas
– -$48K -2,328 Closed
TWP
474
TFO Wealth Partners
Ohio
– -$43K -2,053 Closed
SC
475
Shearwater Capital
Colorado
– -$211K -1,498 Closed
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