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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 %
AC
76
AWM Capital
Arizona
$2.77M 110,970 +110,970 New
AWM
77
Avior Wealth Management
Nebraska
$2.66M 116,512 +10,152 +10%
FA
78
Fiducient Advisors
Illinois
$2.6M 114,022 +2,442 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$2.52M 110,546 +498 +0.5%
AWM
80
AE Wealth Management
Kansas
$2.51M 109,948 +66,326 +152%
FCIM
81
Fairview Capital Investment Management
California
$2.31M 101,140 -4,640 -4%
PIMG
82
Patriot Investment Management Group
Tennessee
$2.24M 98,090 -2,624 -3%
RW
83
REDW Wealth
New Mexico
$2.19M 95,994 -762 -0.8%
JCIA
84
Jackson Creek Investment Advisors
Colorado
$2.17M 94,776 -4,998 -5%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$2.15M 94,044 +14,476 +18%
MML Investors Services
86
MML Investors Services
Massachusetts
$2.13M 93,034 -3,666 -4%
PFC
87
Phocas Financial Corp
California
$2.07M 90,514 -788 -0.9%
Truist Financial
88
Truist Financial
North Carolina
$2.04M 89,484 -4,878 -5%
CWM
89
Curi Wealth Management
North Carolina
$1.94M 85,130 +7,234 +9%
Bank of America
90
Bank of America
North Carolina
$1.9M 83,186 +24,956 +43%
PAG
91
Private Advisor Group
New Jersey
$1.86M 81,444 +4,020 +5%
BA
92
Ballast Advisors
Minnesota
$1.82M 79,476 +2,604 +3%
EWM
93
Empirical Wealth Management
Washington
$1.8M 78,682 -254 -0.3%
SWM
94
SeaCrest Wealth Management
New York
$1.77M 77,404 -6,250 -7%
PCA
95
Personal Capital Advisors
California
$1.74M 76,362 +5,350 +8%
LFS
96
Lutz Financial Services
Nebraska
$1.74M 76,130 -12,752 -14%
CPIG
97
Chicago Partners Investment Group
Illinois
$1.72M 69,162 -5,076 -7%
MAS
98
Madden Advisory Services
Florida
$1.7M 74,468 +3,284 +5%
VCP
99
Vista Capital Partners
Oregon
$1.7M 74,342 -650 -0.9%
TI
100
Truepoint Inc
Ohio
$1.7M 74,304 -399,056 -84%
2 3
4
5 6