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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 %
Morgan Stanley
76
Morgan Stanley
New York
$3.82M 144,858 +11,948 +9%
FCI
77
Financial Counselors Inc
Kansas
$3.81M 144,412 -5,738 -4%
Stifel Financial
78
Stifel Financial
Missouri
$3.64M 138,162 +100,130 +263%
SMC
79
Smith, Moore & Co
Missouri
$3.63M 137,830 +7,416 +6%
FWM
80
Fortress Wealth Management
California
$3.59M 136,214 +136,214 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$3.58M 136,010 +41,966 +45%
ASI
82
Advisory Services & Investments
Oregon
$3.51M 133,324 -3,772 -3%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$3.49M 132,380 +1,888 +1%
Goldman Sachs
84
Goldman Sachs
New York
$3.4M 129,020 +87,818 +213%
ACA
85
Atlas Capital Advisors
Wyoming
$3.33M 126,574 -7,800 -6%
AWM
86
AE Wealth Management
Kansas
$3.32M 125,996 +16,048 +15%
AWM
87
Avior Wealth Management
Nebraska
$3.27M 124,096 +7,584 +7%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.21M 122,004 -12,346 -9%
BIP
89
Blueprint Investment Partners
North Carolina
$3.2M 121,364 -1,130 -0.9%
CI
90
CX Institutional
Indiana
$2.97M 112,554 +67,400 +149%
FA
91
Fiducient Advisors
Illinois
$2.95M 112,092 -1,930 -2%
AC
92
AWM Capital
Arizona
$2.92M 110,970 – –
FCIM
93
Fairview Capital Investment Management
California
$2.67M 101,440 +300 +0.3%
PIMG
94
Patriot Investment Management Group
Tennessee
$2.6M 98,582 +492 +0.5%
JCIA
95
Jackson Creek Investment Advisors
Colorado
$2.58M 97,794 +3,018 +3%
PFC
96
Phocas Financial Corp
California
$2.57M 97,692 +7,178 +8%
HAS
97
HBW Advisory Services
California
$2.51M 95,294 +95,294 New
RW
98
REDW Wealth
New Mexico
$2.51M 95,200 -794 -0.8%
CWM
99
Curi Wealth Management
North Carolina
$2.5M 94,776 +9,646 +11%
Truist Financial
100
Truist Financial
North Carolina
$2.47M 93,872 +4,388 +5%
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