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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 %
IA
101
IFG Advisors
Missouri
$1.68M 73,680 +5,724 +8%
PWS
102
Peloton Wealth Strategists
Indiana
$1.63M 71,344 -472 -0.7%
SFS
103
Solitude Financial Services
Virginia
$1.63M 71,254 – –
BIA
104
Bell Investment Advisors
California
$1.62M 71,074 +71,074 New
Natixis Advisors
105
Natixis Advisors
Massachusetts
$1.59M 69,738 -514 -0.7%
TAM
106
Trillium Asset Management
Massachusetts
$1.59M 69,650 – –
NRI
107
NFP Retirement Inc
California
$1.58M 69,266 -4,558 -6%
MWM
108
Mission Wealth Management
California
$1.52M 66,330 -3,578 -5%
FTS
109
Fifth Third Securities
Ohio
$1.51M 65,986 +65,986 New
SWM
110
Sculati Wealth Management
Michigan
$1.51M 65,894 -1,416 -2%
CAG
111
Curtis Advisory Group
California
$1.47M 64,222 +284 +0.4%
MCM
112
MAI Capital Management
Ohio
$1.46M 63,856 +8,262 +15%
MCM
113
Mainstay Capital Management
Michigan
$1.42M 62,348 +26,364 +73%
AA
114
Alesco Advisors
New York
$1.35M 59,296 – –
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$1.33M 58,276 +874 +2%
BWM
116
BCS Wealth Management
Tennessee
$1.31M 57,492 +818 +1%
SCA
117
Stokes Capital Advisors
South Carolina
$1.27M 55,688 +160 +0.3%
OIA
118
OneDigital Investment Advisors
Kansas
$1.25M 54,584 +1,370 +3%
CFMC
119
Curbstone Financial Management Corp
New Hampshire
$1.24M 54,400 -300 -0.5%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$1.23M 53,852 -4,696 -8%
GBT
121
Grove Bank & Trust
Florida
$1.15M 50,268 +16,914 +51%
PWM
122
Perigon Wealth Management
California
$1.15M 50,238 +4,690 +10%
LAIC
123
Lederer & Associates Investment Counsel
California
$1.15M 50,214 +22,500 +81%
TRCT
124
Tower Research Capital (TRC)
New York
$1.14M 49,784 -9,372 -16%
CAN
125
Cetera Advisor Networks
California
$1.13M 49,612 +7,900 +19%
3 4
5
6 7