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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 %
IAA
51
Ironsides Asset Advisors
North Carolina
$4.2M 184,000 -5,000 -3%
UBS AM
52
UBS AM
Illinois
$4.11M 179,842 +21,142 +13%
PFO
53
Pathstone Family Office
New Jersey
$4.04M 177,000 -4,000 -2%
RIM
54
Rockbridge Investment Management
New York
$4M 175,192 -3,790 -2%
Mariner
55
Mariner
Kansas
$3.91M 171,004 +62,986 +58%
SC
56
Schoolcraft Capital
Colorado
$3.77M 165,156 -2,976 -2%
BDWCC
57
B&D White Capital Company
Texas
$3.59M 157,040 +157,040 New
WWM
58
WT Wealth Management
Arizona
$3.52M 154,264 +3,948 +3%
CPWM
59
Cypress Point Wealth Management
Texas
$3.5M 153,060 +9,444 +7%
FCI
60
Financial Counselors Inc
Kansas
$3.43M 150,150 – –
AP
61
Appleton Partners
Massachusetts
$3.43M 149,984 +5,630 +4%
GCA
62
Gradient Capital Advisors
California
$3.41M 149,496 -154 -0.1%
GWM
63
Geneos Wealth Management
Colorado
$3.38M 146,088 -722 -0.5%
FNC
64
First National Corp
Massachusetts
$3.34M 146,028 -523,332 -78%
Ameriprise
65
Ameriprise
Minnesota
$3.32M 145,348 +30,490 +27%
GB
66
Gunma Bank
Japan
$3.2M 140,000 +140,000 New
ASI
67
Advisory Services & Investments
Oregon
$3.13M 137,096 +3,800 +3%
SWA
68
Stratos Wealth Advisors
Ohio
$3.08M 134,846 +35,372 +36%
ACA
69
Atlas Capital Advisors
Wyoming
$3.07M 134,374 +46,998 +54%
MFGP
70
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.07M 134,350 +164 +0.1%
Morgan Stanley
71
Morgan Stanley
New York
$3.04M 132,910 +58,898 +80%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$2.98M 130,492 -17,362 -12%
SMC
73
Smith, Moore & Co
Missouri
$2.98M 130,414 +2,926 +2%
WIC
74
Whitegate Investment Counselors
New Hampshire
$2.93M 128,408 -342 -0.3%
BIP
75
Blueprint Investment Partners
North Carolina
$2.8M 122,494 -5,664 -4%
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