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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 Holding Trade Value Shares
Change 		Shares
Change %
LAIC
126
Lederer & Associates Investment Counsel
California
$1.67M +$345K +13,110 +26%
RWA
127
Rainsberger Wealth Advisors
Colorado
$1.55M +$1.55M +58,984 New
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$1.54M +$7.11K +270 +0.5%
WSTAM
129
Wilbanks Smith & Thomas Asset Management
Virginia
$1.54M +$1.24M +47,046 +415%
CPIG
130
Chicago Partners Investment Group
Illinois
$1.53M -$75.4K -3,244 -5%
BFPW
131
BOK Financial Private Wealth
Colorado
$1.53M +$220K +8,338 +17%
AA
132
Alesco Advisors
New York
$1.52M -$40.1K -1,522 -3%
PWM
133
Perigon Wealth Management
California
$1.51M +$183K +6,928 +14%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$1.49M +$74.8K +2,840 +5%
SCA
135
Stokes Capital Advisors
South Carolina
$1.46M -$4.32K -164 -0.3%
OIA
136
OneDigital Investment Advisors
Kansas
$1.46M +$21.6K +818 +1%
TI
137
Truepoint Inc
Ohio
$1.45M -$504K -19,124 -26%
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$1.43M – – –
GBT
139
Grove Bank & Trust
Florida
$1.34M +$16.1K +612 +1%
UCFA
140
United Capital Financial Advisors
Texas
$1.34M +$35K +1,328 +3%
CI
141
Cordant Inc
Oregon
$1.3M +$6.06K +230 +0.5%
CAN
142
Cetera Advisor Networks
California
$1.28M -$23.5K -890 -2%
VA
143
Valmark Advisers
Ohio
$1.28M -$20.5K -778 -2%
VM
144
VPR Management
Texas
$1.28M – – –
AWA
145
Alaska Wealth Advisors
Alaska
$1.24M +$166K +6,284 +15%
WA
146
WBH Advisory
Maryland
$1.24M +$18.6K +706 +2%
SC
147
Slow Capital
California
$1.22M +$464K +17,604 +61%
PRWA
148
Platte River Wealth Advisors
Colorado
$1.21M -$2.87K -114 -0.2%
C
149
Certuity
Florida
$1.2M +$426K +16,174 +55%
B
150
Bridgeworth
Alabama
$1.17M -$8.22K -312 -0.7%
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