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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 Holding Trade Value Shares
Change 		Shares
Change %
BFPW
126
BOK Financial Private Wealth
Colorado
$1.13M -$2.83K -124 -0.2%
UCFA
127
United Capital Financial Advisors
Texas
$1.13M +$76.9K +3,364 +7%
VA
128
Valmark Advisers
Ohio
$1.13M +$247K +10,814 +28%
1WM
129
1900 Wealth Management
Texas
$1.13M +$1.13M +49,296 New
CI
130
Cordant Inc
Oregon
$1.13M -$73.8K -3,232 -6%
VM
131
VPR Management
Texas
$1.11M – – –
PRWA
132
Platte River Wealth Advisors
Colorado
$1.1M -$183 -8 -0%
CWP
133
Capital Wealth Planning
Florida
$1.08M +$1.08M +47,046 New
RPCA
134
Running Point Capital Advisors
California
$1.06M -$212K -9,288 -17%
WA
135
WBH Advisory
Maryland
$1.06M +$10K +440 +1%
CI
136
CX Institutional
Indiana
$1.03M +$860K +37,672 +504%
KBFS
137
Kohmann Bosshard Financial Services
Ohio
$1.03M -$1.92K -84 -0.2%
B
138
Bridgeworth
Alabama
$1.02M +$1.92K +84 +0.2%
PFA
139
Pure Financial Advisors
California
$995K -$98.9K -4,330 -9%
Franklin Resources
140
Franklin Resources
California
$986K +$986K +43,172 New
SWM
141
SigFig Wealth Management
California
$985K -$38.6K -1,692 -4%
HWA
142
HHM Wealth Advisors
Tennessee
$962K – – –
RC
143
Roundview Capital
New Jersey
$943K -$18.3K -800 -2%
Goldman Sachs
144
Goldman Sachs
New York
$941K -$887K -38,830 -49%
AWA
145
Alaska Wealth Advisors
Alaska
$934K +$21.5K +940 +2%
FA
146
FC Advisory
Pennsylvania
$915K +$81.4K +3,566 +10%
WCFA
147
Walkner Condon Financial Advisors
Wisconsin
$900K +$9.16K +402 +1%
GC
148
Garde Capital
Washington
$890K -$5.53K -242 -0.6%
Stifel Financial
149
Stifel Financial
Missouri
$869K -$399K -17,460 -31%
H
150
HoyleCohen
California
$867K +$99.4K +4,350 +13%
4 5
6
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