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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 %
PAG
101
Private Advisor Group
New Jersey
$2.45M 93,090 +11,646 +14%
MML Investors Services
102
MML Investors Services
Massachusetts
$2.42M 91,896 -1,138 -1%
FNC
103
First National Corp
Massachusetts
$2.24M 85,000 -61,028 -42%
GB
104
Gunma Bank
Japan
$2.21M 84,000 -56,000 -40%
MAS
105
Madden Advisory Services
Florida
$2.1M 79,804 +5,336 +7%
EWM
106
Empirical Wealth Management
Washington
$2.06M 78,226 -456 -0.6%
BA
107
Ballast Advisors
Minnesota
$2M 76,074 -3,402 -4%
IA
108
IFG Advisors
Missouri
$1.96M 74,508 +828 +1%
VCP
109
Vista Capital Partners
Oregon
$1.95M 74,120 -222 -0.3%
SWM
110
SeaCrest Wealth Management
New York
$1.93M 73,346 -4,058 -5%
Wolverine Trading
111
Wolverine Trading
Illinois
$1.91M 72,666 +72,666 New
VWA
112
Visionary Wealth Advisors
Illinois
$1.91M 72,318 +53,864 +292%
PCA
113
Personal Capital Advisors
California
$1.89M 74,964 -1,398 -2%
NRI
114
NFP Retirement Inc
California
$1.85M 70,302 +1,036 +1%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$1.85M 70,292 +554 +0.8%
SFS
116
Solitude Financial Services
Virginia
$1.85M 70,044 -1,210 -2%
BIA
117
Bell Investment Advisors
California
$1.84M 69,766 -1,308 -2%
CAG
118
Curtis Advisory Group
California
$1.83M 69,622 +5,400 +8%
FTS
119
Fifth Third Securities
Ohio
$1.78M 67,436 +1,450 +2%
MCM
120
MAI Capital Management
Ohio
$1.78M 67,406 +3,550 +6%
BWM
121
BCS Wealth Management
Tennessee
$1.75M 66,508 +9,016 +16%
LFS
122
Lutz Financial Services
Nebraska
$1.75M 66,454 -9,676 -13%
SWM
123
Sculati Wealth Management
Michigan
$1.72M 65,168 -726 -1%
TAM
124
Trillium Asset Management
Massachusetts
$1.68M 63,850 -5,800 -8%
MWM
125
Mission Wealth Management
California
$1.68M 63,786 -2,544 -4%
3 4
5
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