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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 %
MCM
176
Mainstay Capital Management
Michigan
$816K -$827K -31,374 -50%
Northern Trust
177
Northern Trust
Illinois
$801K +$801K +30,404 New
WAM
178
Wakefield Asset Management
Colorado
$800K +$37.7K +1,430 +5%
CCWA
179
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$788K -$4.48K -170 -0.6%
BSW
180
Buckingham Strategic Wealth
Missouri
$784K -$48.6K -1,842 -6%
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$770K -$75.1K -2,852 -9%
GT
182
Greenleaf Trust
Michigan
$768K – – –
KWM
183
Kingsview Wealth Management
Oregon
$764K +$41.9K +1,590 +6%
EA
184
Efficient Advisors
Ohio
$762K -$148K -5,622 -16%
JPMPWA
185
J.P. Morgan Private Wealth Advisors
California
$753K +$213K +8,076 +39%
TWM
186
Tradition Wealth Management
Minnesota
$750K -$105K -4,006 -12%
HW
187
Hamilton Wealth
California
$740K +$740K +28,100 New
Baird Financial Group
188
Baird Financial Group
Wisconsin
$738K +$207K +7,864 +39%
WFA
189
Websterrogers Financial Advisors
South Carolina
$736K -$254K -9,648 -26%
PWA
190
Peterson Wealth Advisors
Utah
$731K -$17.8K -674 -2%
JC
191
Jentner Corp
Ohio
$721K -$38.1K -1,444 -5%
PHAM
192
Palisades Hudson Asset Management
Florida
$708K -$33.2K -1,260 -4%
PA
193
Parallel Advisors
California
$698K +$2.74K +104 +0.4%
CG
194
Colony Group
Massachusetts
$697K -$88.8K -3,370 -11%
LCP
195
Legacy Capital Partners
Wisconsin
$687K +$12.3K +468 +2%
LFA
196
Landmark Financial Advisors
Kentucky
$680K -$77.8K -2,954 -10%
Renaissance Technologies
197
Renaissance Technologies
New York
$680K +$680K +25,800 New
BCM
198
Brookstone Capital Management
Illinois
$660K -$7.78K -308 -1%
LWAC
199
Laurel Wealth Advisors (California)
California
$658K +$293K +11,136 +81%
MIS
200
Morningstar Investment Services
Illinois
$657K -$17K -644 -3%
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