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Schwab US REIT ETF
SCHH

Overview Fund Activity

399 hedge funds and large institutions have $4.42B invested in Schwab US REIT ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 125 reducing their positions, and 32 closing their positions.

Holders
399
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
7.01%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
33
Increased
167
Reduced
125
Closed
32
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$1.14M

Top Buyers

1
RA
1
Rational Advisors
New York
$64.3M
2
TCM
2
Tradewinds Capital Management
Washington
$33M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.06B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$27.4M
5
US Bancorp
5
US Bancorp
Minnesota
$357M

Top Sellers

1
FNC
1
First National Corp
Massachusetts
$3.34M
2
GCA
2
Genesee Capital Advisors
New York
$0
3
IA
3
IAM Advisory
Pennsylvania
$0
4
TI
4
Truepoint Inc
Ohio
$1.7M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$11.4M 497,464 -19,718 -4%
LSAG
27
Lake Street Advisors Group
New Hampshire
$10.7M 467,090 -56,216 -11%
BSB
28
Bangor Savings Bank
Maine
$10.1M 440,320 +38,184 +9%
CST
29
Charles Schwab Trust
Nevada
$9.62M 421,236 -24,258 -5%
SFP
30
Strategic Financial Planning
Texas
$8.49M 371,618 -3,776 -1%
CMP
31
Courage Miller Partners
Virginia
$8.33M 364,644 -6,880 -2%
OFG
32
Omega Financial Group
California
$7.87M 344,604 -69,158 -17%
KF
33
Krilogy Financial
Missouri
$7.55M 330,650 +9,720 +3%
ACM
34
Avalon Capital Management
California
$7.51M 328,990 +119,778 +57%
Osaic Holdings
35
Osaic Holdings
Arizona
$7.45M 326,328 +279,688 +600%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$7.33M 320,992 +9,228 +3%
FCM
37
Firestone Capital Management
Florida
$7.12M 311,180 – –
LPL Financial
38
LPL Financial
California
$6.93M 303,560 +36,474 +14%
EGA
39
Eagle Global Advisors
Texas
$6.71M 293,654 +92 +0%
FHB
40
First Hawaiian Bank
Hawaii
$6.09M 266,806 -1,914 -0.7%
Cerity Partners
41
Cerity Partners
New York
$6.05M 264,958 +4,074 +2%
UBS Group
42
UBS Group
Switzerland
$5.9M 258,146 +226,162 +707%
CIP
43
Capital Insight Partners
Arizona
$5.87M 256,772 -39,930 -13%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.53M 241,974 +73,832 +44%
Betterment LLC
45
Betterment LLC
New York
$5.26M 230,314 +77,056 +50%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$4.79M 209,636 +17,322 +9%
HSA
47
HBK Sorce Advisory
Pennsylvania
$4.76M 208,302 -16,260 -7%
AWM
48
Apollon Wealth Management
South Carolina
$4.63M 202,712 +10,108 +5%
JFG
49
JMG Financial Group
Illinois
$4.51M 197,596 -194 -0.1%
IFA
50
Interactive Financial Advisors
Illinois
$4.46M 195,370 +430 +0.2%
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