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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.

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
1
Financial Engines Advisors
California
$917M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.3M
3
US Bancorp
3
US Bancorp
Minnesota
$438M
4
CSIA
4
Charles Schwab Investment Advisory
California
$1.25B
5
RA
5
Rational Advisors
New York
$93.1M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$8.96M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$4.75M
3
Creative Planning
3
Creative Planning
Kansas
$703M
4
M&T Bank
4
M&T Bank
New York
$21.6M
5
CST
5
Charles Schwab Trust
Nevada
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BSB
26
Bangor Savings Bank
Maine
$12.2M 462,918 +22,598 +5%
LSAG
27
Lake Street Advisors Group
New Hampshire
$12.1M 459,516 -7,574 -2%
Wells Fargo
28
Wells Fargo
California
$11.9M 451,786 -45,678 -9%
AIMCA
29
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.5M 400,000 +400,000 New
CMP
30
Courage Miller Partners
Virginia
$9.69M 367,672 +3,028 +0.8%
SFP
31
Strategic Financial Planning
Texas
$9.39M 356,506 -15,112 -4%
TCM
32
Tradewinds Capital Management
Washington
$8.96M 340,120 -1,102,900 -76%
FCM
33
Firestone Capital Management
Florida
$8.85M 336,002 +24,822 +8%
ACM
34
Avalon Capital Management
California
$8.68M 329,568 +578 +0.2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$8.65M 328,184 +7,192 +2%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$8.65M 327,710 +327,710 New
LPL Financial
37
LPL Financial
California
$8.4M 318,852 +15,292 +5%
UBS Group
38
UBS Group
Switzerland
$8.19M 310,978 +52,832 +20%
Cerity Partners
39
Cerity Partners
New York
$8.18M 310,318 +45,360 +17%
AWM
40
Apollon Wealth Management
South Carolina
$8.05M 277,850 +75,138 +37%
Mariner
41
Mariner
Kansas
$7.91M 300,294 +129,290 +76%
OFG
42
Omega Financial Group
California
$7.86M 298,336 -46,268 -13%
EGA
43
Eagle Global Advisors
Texas
$7.79M 295,798 +2,144 +0.7%
Betterment LLC
44
Betterment LLC
New York
$7.78M 295,258 +64,944 +28%
KF
45
Krilogy Financial
Missouri
$7.2M 273,100 -57,550 -17%
WMR
46
Wealth Management Resources
Rhode Island
$6.72M 255,038 +255,038 New
FHB
47
First Hawaiian Bank
Hawaii
$6.68M 253,540 -13,266 -5%
QAM
48
Q3 Asset Management
Michigan
$6.65M 252,302 +252,302 New
CIP
49
Capital Insight Partners
Arizona
$6.54M 248,366 -8,406 -3%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$6.31M 239,464 -2,510 -1%
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