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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$600M
2
Charles Schwab
Charles Schwab
California
$361M
3
US Bancorp
US Bancorp
Minnesota
$346M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$21.6M
2
TCM
Tradewinds Capital Management
Washington
$257K
3
OAM
Oak Asset Management
California
$0
4
RA
Rational Advisors
New York
$57.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
Fortress Wealth Management
California
$865K -$315K -16,843 -27%
HWA
152
HHM Wealth Advisors
Tennessee
$855K +$1.61K +86 +0.2%
SWM
153
SigFig Wealth Management
California
$844K -$30.5K -1,366 -3%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$832K -$2.2M -117,560 -73%
IA
155
IFP Advisors
Florida
$831K +$237K +5,805 +40%
FFN
156
Focus Financial Network
Minnesota
$829K +$65.1K +3,481 +9%
JPMPWA
157
J.P. Morgan Private Wealth Advisors
California
$823K +$175K +9,338 +27%
Brown Advisory
158
Brown Advisory
Maryland
$812K +$541K +28,944 +200%
BIP
159
Blueprint Investment Partners
North Carolina
$810K -$600K -32,105 -43%
RF
160
RHS Financial
California
$808K +$631K +33,779 +357%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$801K +$271K +14,320 +51%
WCFA
162
Walkner Condon Financial Advisors
Wisconsin
$796K +$22.2K +1,186 +3%
BWFA
163
Baltimore-Washington Financial Advisors
Maryland
$794K +$794K +6,500 New
H
164
HoyleCohen
California
$762K +$5.29K +283 +0.7%
JFA
165
JNBA Financial Advisors
Minnesota
$753K +$511K +27,347 +212%
VM
166
VPR Management
Texas
$736K – – –
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$733K -$1.53M -82,055 -68%
GC
168
Garde Capital
Washington
$729K – – –
LFS
169
Lutz Financial Services
Nebraska
$728K -$2.32K -124 -0.3%
SIG
170
Spinnaker Investment Group
California
$723K +$85K +4,543 +13%
GBT
171
Grove Bank & Trust
Florida
$713K -$179K -9,602 -20%
SCA
172
Stokes Capital Advisors
South Carolina
$694K -$31.6K -1,692 -4%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$687K -$171K -9,173 -20%
RG
174
Retirement Group
California
$682K +$18.3K +981 +3%
JAG
175
Journey Advisory Group
Kentucky
$676K +$10.4K +557 +2%
5 6
7
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