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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.

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
1
Creative Planning
Kansas
$600M
2
Charles Schwab
2
Charles Schwab
California
$361M
3
US Bancorp
3
US Bancorp
Minnesota
$346M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$10.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.6M
2
TCM
2
Tradewinds Capital Management
Washington
$257K
3
OAM
3
Oak Asset Management
California
$0
4
RA
4
Rational Advisors
New York
$57.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
26
Bangor Savings Bank
Maine
$8.72M +$20K +1,070 +0.2%
Betterment LLC
27
Betterment LLC
New York
$8.71M – – –
Wells Fargo
28
Wells Fargo
California
$8.49M -$168K -9,000 -2%
FEG
29
Fund Evaluation Group
Ohio
$8.41M +$822 +44 +0%
Mariner
30
Mariner
Kansas
$8.38M +$1.23M +65,552 +17%
EPM
31
Elm Partners Management
Pennsylvania
$8.24M -$1.3M -69,388 -14%
HFS
32
Hantz Financial Services
Michigan
$7.98M +$3.72M +199,018 +87%
Morgan Stanley
33
Morgan Stanley
New York
$7.64M +$3.92M +209,811 +105%
CMP
34
Courage Miller Partners
Virginia
$6.91M -$58.1K -3,111 -0.8%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$6.67M +$332K +17,934 +5%
LPL Financial
36
LPL Financial
California
$6.67M +$806K +43,133 +14%
FCM
37
Firestone Capital Management
Florida
$6.56M -$30.8K -1,648 -0.5%
CST
38
Charles Schwab Trust
Nevada
$6.44M +$2.29M +122,766 +55%
SFP
39
Strategic Financial Planning
Texas
$6.16M +$317K +16,988 +5%
KF
40
Krilogy Financial
Missouri
$6.08M +$167K +8,962 +3%
UBS Group
41
UBS Group
Switzerland
$5.79M +$16.7K +894 +0.3%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.61M +$5.61M +300,000 New
EGA
43
Eagle Global Advisors
Texas
$5.49M -$53.6K -2,866 -1%
OFG
44
Omega Financial Group
California
$5.27M -$383K -20,490 -7%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$5.26M -$387K -20,712 -7%
VT
46
Vise Technologies
New York
$5.26M +$175K +9,387 +3%
UBS AM
47
UBS AM
Illinois
$5.16M -$439K -23,490 -8%
WMR
48
Wealth Management Resources
Rhode Island
$5.04M +$117K +6,274 +2%
CWA
49
Cornerstone Wealth Advisors
Minnesota
$4.69M +$276K +14,754 +6%
SFPM
50
Sensible Financial Planning & Management
Massachusetts
$4.48M +$247K +13,227 +6%
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