SCHH icon

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.

New
Increased
Maintained
Reduced
Closed
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
Rational Advisors
New York
$64.3M
2
TCM
Tradewinds Capital Management
Washington
$33M
3
CSIA
Charles Schwab Investment Advisory
California
$1.06B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.4M
5
US Bancorp
US Bancorp
Minnesota
$357M

Top Sellers

1
FNC
First National Corp
Massachusetts
$3.34M
2
GCA
Genesee Capital Advisors
New York
$0
3
IA
IAM Advisory
Pennsylvania
$0
4
TI
Truepoint Inc
Ohio
$1.7M
5
Financial Engines Advisors
Financial Engines Advisors
California
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
176
Wakefield Asset Management
Colorado
$661K +$25.7K +1,126 +4%
SC
177
Slow Capital
California
$659K +$659K +28,860 New
JC
178
Jentner Corp
Ohio
$658K -$25.3K -1,106 -4%
PWA
179
Peterson Wealth Advisors
Utah
$649K +$45.1K +1,974 +7%
PHAM
180
Palisades Hudson Asset Management
Florida
$642K +$2.19K +96 +0.3%
KAS
181
Kestra Advisory Services
Texas
$639K +$409K +17,910 +178%
WF
182
Whelan Financial
California
$639K +$639K +27,992 New
KWM
183
Kingsview Wealth Management
Oregon
$626K +$33.5K +1,468 +6%
BCM
184
Brookstone Capital Management
Illinois
$624K -$1.98K -84 -0.3%
PFM
185
Peak Financial Management
Massachusetts
$609K +$47.3K +2,072 +8%
PA
186
Parallel Advisors
California
$603K -$23.8K -1,040 -4%
MIS
187
Morningstar Investment Services
Illinois
$594K -$414K -17,838 -41%
LFA
188
Landmark Financial Advisors
Kentucky
$591K +$24.4K +1,190 +4%
LCP
189
Legacy Capital Partners
Wisconsin
$585K -$14.2K -620 -2%
CFA
190
Cahill Financial Advisors
Minnesota
$564K -$4.2K -184 -0.7%
GW
191
GW & Wade
Massachusetts
$560K +$91 +4 +0%
AP
192
Adero Partners
California
$544K +$10.7K +470 +2%
BRWA
193
B. Riley Wealth Advisors
Florida
$537K +$18.4K +804 +4%
B
194
Bailard
California
$535K +$23.8K +1,042 +5%
LJAC
195
L.J. Altfest & Co
New York
$533K +$21.3K +934 +4%
DBRC
196
D.B. Root & Company
Pennsylvania
$523K -$61.9K -2,716 -11%
LF
197
LifeSteps Financial
California
$523K -$26.2K -1,146 -5%
DP
198
DDD Partners
Washington
$522K +$5.03K +220 +1%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$513K -$2.38K -104 -0.5%
AOWM
200
Alpha Omega Wealth Management
Virginia
$511K +$46 +2 +0%
6 7
8
9 10