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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 %
PRWA
176
Platte River Wealth Advisors
Colorado
$674K -$455K -24,368 -40%
Goldman Sachs
177
Goldman Sachs
New York
$655K -$2.04M -109,366 -76%
Stifel Financial
178
Stifel Financial
Missouri
$653K -$1.85M -99,152 -74%
VCM
179
Virtue Capital Management
Tennessee
$650K +$650K +34,789 New
CI
180
Cordant Inc
Oregon
$648K +$3.27K +175 +0.5%
TYCC
181
Texas Yale Capital Corp
Florida
$641K -$19.7K -1,055 -3%
BSW
182
Buckingham Strategic Wealth
Missouri
$641K +$96K +5,136 +18%
UCFA
183
United Capital Financial Advisors
Texas
$627K -$61.3K -3,280 -9%
CG
184
Colony Group
Massachusetts
$616K +$22.3K +1,192 +4%
RIG
185
Ramiah Investment Group
Wisconsin
$615K -$916 -49 -0.1%
State Street
186
State Street
Massachusetts
$611K +$13.1K +700 +2%
PA
187
Parallel Advisors
California
$610K -$82.7K -4,426 -12%
WWM
188
Western Wealth Management
Colorado
$610K +$4.44K +238 +0.7%
BFPW
189
BOK Financial Private Wealth
Colorado
$600K -$388K -20,768 -39%
KWM
190
Kingsview Wealth Management
Oregon
$592K -$15.1K -809 -2%
MCM
191
Mainstay Capital Management
Michigan
$579K – – –
TWM
192
Tradition Wealth Management
Minnesota
$564K -$23.1K -1,236 -4%
AWA
193
Aletheian Wealth Advisors
Washington
$559K +$93.1K +4,983 +20%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$558K +$7.63K +408 +1%
SBH
195
Segall Bryant & Hamill
Illinois
$554K -$62.7K -3,358 -10%
EA
196
Efficient Advisors
Ohio
$551K -$23.7K -1,267 -4%
AWS
197
AJ Wealth Strategies
New York
$542K -$280 -15 -0.1%
FF
198
Friedenthal Financial
New Jersey
$538K +$635 +34 +0.1%
PFM
199
Peak Financial Management
Massachusetts
$533K +$28.5K +1,523 +6%
DP
200
DDD Partners
Washington
$532K +$34.2K +1,831 +7%
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