SCHH icon

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 %
FNC
51
First National Corp
Massachusetts
$4.36M +$3.87M +207,307 +806%
JFG
52
JMG Financial Group
Illinois
$4.17M -$861K -46,042 -17%
GB
53
Gunma Bank
Japan
$4.13M – – –
PCM
54
Passive Capital Management
Maryland
$4.02M +$566K +30,260 +16%
AWM
55
Apollon Wealth Management
South Carolina
$3.99M +$282K +15,113 +8%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.95M +$138K +7,377 +4%
CIP
57
Capital Insight Partners
Arizona
$3.9M -$251K -13,406 -6%
CAN
58
Cetera Advisor Networks
California
$3.9M +$592K +31,689 +18%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$3.69M +$1.71M +91,735 +87%
JFGLC
60
Johnson Financial Group LLC (Colorado)
Colorado
$3.57M +$3.25M +173,697 +992%
JWS
61
Juncture Wealth Strategies
Arizona
$3.57M +$3.57M +191,078 New
Renaissance Technologies
62
Renaissance Technologies
New York
$3.48M +$2.63M +140,800 +312%
MPM
63
Meritage Portfolio Management
Kansas
$3.47M +$3.47M +185,582 New
Ameriprise
64
Ameriprise
Minnesota
$3.3M +$347K +18,975 +12%
HSA
65
HBK Sorce Advisory
Pennsylvania
$3.28M -$45.7K -2,445 -1%
CPWM
66
Cypress Point Wealth Management
Texas
$3.28M -$46.8K -2,503 -1%
RIM
67
Rockbridge Investment Management
New York
$3.17M +$138K +7,370 +5%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$3.15M +$3.15M +168,462 New
AP
69
Appleton Partners
Massachusetts
$3.12M +$103K +5,535 +3%
PA
70
Procyon Advisors
Connecticut
$2.96M +$833K +44,563 +39%
ULWM
71
Upper Left Wealth Management
Florida
$2.89M +$24.7K +1,297 +0.9%
Truist Financial
72
Truist Financial
North Carolina
$2.84M +$143K +7,647 +5%
AWM
73
Avior Wealth Management
Nebraska
$2.8M +$154K +8,254 +6%
GWM
74
Geneos Wealth Management
Colorado
$2.79M -$35.4K -1,892 -1%
SC
75
Schoolcraft Capital
Colorado
$2.73M -$78.8K -4,217 -3%
1 2
3
4 5