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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 %
EWM
76
Empirical Wealth Management
Washington
$2.73M +$387K +20,690 +16%
Bank of America
77
Bank of America
North Carolina
$2.72M +$147K +7,843 +6%
SWA
78
Stratos Wealth Advisors
Ohio
$2.69M +$454K +24,284 +20%
FCI
79
Financial Counselors Inc
Kansas
$2.69M -$8.93K -478 -0.3%
HighTower Advisors
80
HighTower Advisors
Illinois
$2.61M +$128K +6,841 +5%
CWM
81
Congress Wealth Management
Massachusetts
$2.58M -$21K -1,122 -0.8%
CI
82
CX Institutional
Indiana
$2.38M +$325K +17,375 +16%
SMC
83
Smith, Moore & Co
Missouri
$2.33M -$138K -7,359 -6%
JWM
84
JFG Wealth Management
Colorado
$2.32M +$2.32M +123,961 New
MFGP
85
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.29M +$156K +8,346 +7%
SP
86
SWS Partners
Ohio
$2.28M +$2.28M +121,779 New
AWM
87
AE Wealth Management
Kansas
$2.23M +$199K +10,639 +10%
AC
88
AWM Capital
Arizona
$2.18M -$3.23K -164 -0.1%
PIMG
89
Patriot Investment Management Group
Tennessee
$2.17M -$213K -11,425 -9%
WWM
90
WT Wealth Management
Arizona
$2.15M -$176K -9,430 -8%
Citadel Advisors
91
Citadel Advisors
Florida
$2.13M +$1.12M +59,997 +111%
VCP
92
Vista Capital Partners
Oregon
$2.13M +$331K +17,734 +18%
B
93
Bensler
Washington
$2.07M -$7.16K -383 -0.3%
IFA
94
Interactive Financial Advisors
Illinois
$2.07M -$973K -52,055 -32%
Marshall Wace
95
Marshall Wace
United Kingdom
$2.04M +$2.04M +108,983 New
JCIA
96
Jackson Creek Investment Advisors
Colorado
$2M +$71.3K +3,816 +4%
FCIM
97
Fairview Capital Investment Management
California
$1.98M +$12.1K +645 +0.6%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$1.87M +$1.38M +73,570 +277%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$1.77M -$240K -12,854 -12%
CWM
100
Curi Wealth Management
North Carolina
$1.75M +$57.9K +3,100 +3%
2 3
4
5 6