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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 %
SFPM
51
Sensible Financial Planning & Management
Massachusetts
$5.84M 221,822 +12,186 +6%
SIG
52
Spinnaker Investment Group
California
$5.53M 227,124 +227,124 New
CST
53
Charles Schwab Trust
Nevada
$5.4M 204,942 -216,294 -51%
JFG
54
JMG Financial Group
Illinois
$5.14M 195,164 -2,432 -1%
HSA
55
HBK Sorce Advisory
Pennsylvania
$5.1M 193,404 -14,898 -7%
HT
56
HAP Trading
New York
$5M 189,764 +189,764 New
IFA
57
Interactive Financial Advisors
Illinois
$4.99M 189,562 -5,808 -3%
HighTower Advisors
58
HighTower Advisors
Illinois
$4.93M 186,832 +76,286 +69%
IAA
59
Ironsides Asset Advisors
North Carolina
$4.85M 184,000 – –
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$4.75M 180,286 -1,021,114 -85%
UBS AM
61
UBS AM
Illinois
$4.74M 179,842 – –
PFO
62
Pathstone Family Office
New Jersey
$4.66M 177,000 – –
RIM
63
Rockbridge Investment Management
New York
$4.66M 176,982 +1,790 +1%
BDWCC
64
B&D White Capital Company
Texas
$4.62M 175,256 +18,216 +12%
SC
65
Schoolcraft Capital
Colorado
$4.3M 163,124 -2,032 -1%
SWA
66
Stratos Wealth Advisors
Ohio
$4.29M 162,888 +28,042 +21%
ULWM
67
Upper Left Wealth Management
Florida
$4.26M 161,904 +161,904 New
Ameriprise
68
Ameriprise
Minnesota
$4.17M 158,398 +13,050 +9%
CPWM
69
Cypress Point Wealth Management
Texas
$4.16M 157,712 +4,652 +3%
CWM
70
Congress Wealth Management
Massachusetts
$4.11M 156,044 +156,044 New
AP
71
Appleton Partners
Massachusetts
$4.03M 153,140 +3,156 +2%
WWM
72
WT Wealth Management
Arizona
$3.97M 150,488 -3,776 -2%
GCA
73
Gradient Capital Advisors
California
$3.96M 150,148 +652 +0.4%
Bank of America
74
Bank of America
North Carolina
$3.95M 149,912 +66,726 +80%
GWM
75
Geneos Wealth Management
Colorado
$3.87M 147,040 +952 +0.7%
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