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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 %
TCWM
476
Total Clarity Wealth Management
Illinois
– -$27K -1,301 Closed
COCM
477
Charter Oak Capital Management
New Hampshire
– -$26K -1,256 Closed
GI
478
Gradient Investments
Minnesota
– -$24K -1,129 Closed
CA
479
CoreCap Advisors
Michigan
– -$9K -442 Closed
KA
480
Kozak & Associates
Colorado
– -$9K -420 Closed
Barclays
481
Barclays
United Kingdom
– -$8K -376 Closed
VVP
482
Venture Visionary Partners
Ohio
– -$7.54K -357 Closed
BFG
483
Baron Financial Group
New Jersey
– -$6.79K -322 Closed
AssetMark Inc
484
AssetMark Inc
California
– -$6K -305 Closed
RDIA
485
RE Dickinson Investment Advisors
Iowa
– -$6 -270 Closed
CCM
486
Chilton Capital Management
Texas
– -$5K -220 Closed
TAM
487
Townsend Asset Management
North Carolina
– -$3K -132 Closed
AIP
488
Ahrens Investment Partners
Louisiana
– -$1K -71 Closed
SAM
489
Strategic Asset Management
Minnesota
– -$1K -57 Closed
First Manhattan
490
First Manhattan
New York
– -$1K -56 Closed
WT
491
Whittier Trust
California
– -$1K -50 Closed
SIAP
492
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$1K -50 Closed
CWP
493
Concord Wealth Partners
Virginia
– -$1K -50 Closed
WFA
494
West Financial Advisors
Iowa
– -$1K -50 Closed
PFGIA
495
Patriot Financial Group Insurance Agency
Massachusetts
– -$1K -34 Closed
RDFA
496
Ritter Daniher Financial Advisory
Ohio
– -$1K -26 Closed
SFC
497
SYM Financial Corp
Indiana
– -$1K -26 Closed
IHWM
498
Iron Horse Wealth Management
Iowa
– -$1K -25 Closed
16 17 18 19
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