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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 %
RW
101
REDW Wealth
New Mexico
$1.72M +$3.74K +200 +0.2%
MML Investors Services
102
MML Investors Services
Massachusetts
$1.72M +$196K +10,496 +13%
PFA
103
Pure Financial Advisors
California
$1.7M +$541K +28,951 +47%
KBFS
104
Kohmann Bosshard Financial Services
Ohio
$1.67M +$714K +38,195 +75%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$1.65M +$39.3K +2,103 +2%
MAS
106
Madden Advisory Services
Florida
$1.63M +$12.2K +653 +0.8%
PAG
107
Private Advisor Group
New Jersey
$1.6M -$70.7K -3,782 -4%
FPAS
108
Focus Partners Advisor Solutions
Missouri
$1.58M +$1.04M +55,594 +194%
ACA
109
Atlas Capital Advisors
Wyoming
$1.57M +$287K +15,376 +22%
CPIG
110
Chicago Partners Investment Group
Illinois
$1.51M +$162K +8,509 +12%
BA
111
Ballast Advisors
Minnesota
$1.47M +$36.8K +1,969 +3%
PFC
112
Phocas Financial Corp
California
$1.47M +$121K +6,484 +9%
Jane Street
113
Jane Street
New York
$1.46M -$77.2K -4,130 -5%
PCA
114
Personal Capital Advisors
California
$1.42M +$95.5K +5,106 +7%
IA
115
IFG Advisory
Georgia
$1.34M +$1.34M +71,763 New
FTS
116
Fifth Third Securities
Ohio
$1.34M +$13.3K +711 +1%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$1.33M -$2.98M -159,517 -69%
IA
118
IFG Advisors
Missouri
$1.32M +$3.65K +195 +0.3%
PWM
119
Perigon Wealth Management
California
$1.29M +$93.4K +4,996 +8%
MIC
120
Means Investment Company
Maine
$1.29M +$460K +24,610 +56%
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$1.23M +$315K +16,864 +34%
WCA
122
Waypoint Capital Advisors
Minnesota
$1.2M -$573K -30,611 -32%
CAG
123
Curtis Advisory Group
California
$1.19M -$72.5K -3,878 -6%
GCA
124
Gradient Capital Advisors
California
$1.19M -$518K -27,711 -30%
OIA
125
OneDigital Investment Advisors
Kansas
$1.19M +$127K +6,799 +12%
3 4
5
6 7