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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.

New
Increased
Maintained
Reduced
Closed
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
Financial Engines Advisors
California
$917M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.3M
3
US Bancorp
US Bancorp
Minnesota
$438M
4
CSIA
Charles Schwab Investment Advisory
California
$1.25B
5
RA
Rational Advisors
New York
$93.1M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$8.96M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.75M
3
Creative Planning
Creative Planning
Kansas
$703M
4
M&T Bank
M&T Bank
New York
$21.6M
5
CST
Charles Schwab Trust
Nevada
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
151
Kohmann Bosshard Financial Services
Ohio
$1.16M -$3.52K -136 -0.3%
RC
152
Roundview Capital
New Jersey
$1.16M +$74.1K +2,812 +7%
FA
153
FC Advisory
Pennsylvania
$1.16M +$98.6K +3,742 +9%
PCM
154
Passive Capital Management
Maryland
$1.13M +$1.13M +42,890 New
HWA
155
HHM Wealth Advisors
Tennessee
$1.12M +$12.4K +470 +1%
PFA
156
Pure Financial Advisors
California
$1.11M -$35.9K -1,362 -3%
BDF
157
Black Diamond Financial
Maryland
$1.06M +$178K +6,770 +20%
H
158
HoyleCohen
California
$1.05M +$45.5K +1,728 +5%
TRCT
159
Tower Research Capital (TRC)
New York
$1.04M -$269K -10,226 -21%
AAS
160
Avantax Advisory Services
Texas
$1.04M +$130K +4,950 +14%
GC
161
Garde Capital
Washington
$1.03M – – –
WCFA
162
Walkner Condon Financial Advisors
Wisconsin
$1.03M -$15K -570 -1%
WP
163
WealthShield Partners
North Carolina
$1.01M +$1.01M +38,222 New
CL
164
Choreo LLC
Illinois
$989K +$168K +6,364 +20%
SWM
165
SigFig Wealth Management
California
$986K +$11.8K +522 +1%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$935K +$131K +4,968 +16%
JAG
167
Journey Advisory Group
Kentucky
$923K -$32K -1,214 -3%
BAM
168
Baldrige Asset Management
Pennsylvania
$908K +$41.4K +1,572 +5%
State Street
169
State Street
Massachusetts
$884K -$23.7K -900 -3%
FF
170
Friedenthal Financial
New Jersey
$882K +$13.3K +504 +2%
TYCC
171
Texas Yale Capital Corp
Florida
$859K -$7.91K -300 -0.9%
PMG
172
ProVise Management Group
Florida
$853K +$592K +22,450 +226%
MAM
173
Marotta Asset Management
Virginia
$831K -$102K -3,864 -11%
KeyBank National Association
174
KeyBank National Association
Ohio
$822K +$35.1K +1,334 +4%
NFG
175
Next Financial Group
Texas
$820K -$19K -722 -2%
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