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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 %
WFA
151
Websterrogers Financial Advisors
South Carolina
$858K 37,584 +934 +3%
JAG
152
Journey Advisory Group
Kentucky
$828K 36,238 +2,984 +9%
MAM
153
Marotta Asset Management
Virginia
$809K 35,418 -1,530 -4%
EA
154
Efficient Advisors
Ohio
$789K 34,560 +102 +0.3%
State Street
155
State Street
Massachusetts
$787K 34,460 -4,138 -11%
AAS
156
Avantax Advisory Services
Texas
$787K 34,526 +15,458 +81%
SBH
157
Segall Bryant & Hamill
Illinois
$773K 33,916 +3,504 +12%
BDF
158
Black Diamond Financial
Maryland
$768K 33,630 -7,502 -18%
FF
159
Friedenthal Financial
New Jersey
$753K 32,972 -800 -2%
BAM
160
Baldrige Asset Management
Pennsylvania
$752K 32,904 -114 -0.3%
TYCC
161
Texas Yale Capital Corp
Florida
$751K 32,890 +200 +0.6%
OC
162
Oppenheimer & Co
New York
$744K 32,592 +6,404 +24%
MAS
163
Managed Account Services
Florida
$742K 32,490 -2,306 -7%
TWM
164
Tradition Wealth Management
Minnesota
$742K 32,486 +134 +0.4%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$733K 32,078 +13,422 +72%
NFG
166
Next Financial Group
Texas
$727K 31,842 +19,098 +150%
CW
167
CreativeOne Wealth
Kansas
$725K 31,810 +2,994 +10%
BSW
168
Buckingham Strategic Wealth
Missouri
$721K 31,582 +3,196 +11%
CL
169
Choreo LLC
Illinois
$712K 31,182 +7,332 +31%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$697K 30,510 -476 -2%
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$687K 30,090 +218 +0.7%
KeyBank National Association
172
KeyBank National Association
Ohio
$682K 29,870 – –
CG
173
Colony Group
Massachusetts
$681K 29,830 +870 +3%
C
174
Certuity
Florida
$672K 29,420 +9,814 +50%
GT
175
Greenleaf Trust
Michigan
$665K 29,136 -2,636 -8%
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