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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 %
LCM
201
Liberty Capital Management
Michigan
$501K +$11.2K +490 +2%
SCI
202
Stableford Capital II
Arizona
$483K -$31.9K -1,338 -6%
EFSCE
203
Enterprise Financial Services Corp (EFSC)
Missouri
$476K +$133K +5,842 +39%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$469K +$469K +20,518 New
Baird Financial Group
205
Baird Financial Group
Wisconsin
$461K – – –
RJA
206
Raymond James & Associates
Florida
$457K +$25.1K +1,102 +6%
JEST
207
JTC Employer Solutions Trustee
Jersey
$454K – – –
AFAS
208
Acorn Financial Advisory Services
Virginia
$453K -$20.3K -884 -4%
Royal Bank of Canada
209
Royal Bank of Canada
Ontario, Canada
$447K -$194K -8,508 -30%
TIM
210
Tortoise Investment Management
New York
$436K -$55.9K -2,450 -11%
HI
211
Harbour Investments
Wisconsin
$433K -$3M -131,158 -87%
CCM
212
Crew Capital Management
Ohio
$429K -$15.1K -660 -3%
VWA
213
Visionary Wealth Advisors
Illinois
$421K +$44.8K +1,962 +12%
AIA
214
Armor Investment Advisors
North Carolina
$420K -$56.5K -2,474 -12%
FWI
215
Facet Wealth Inc
Maryland
$419K -$14.6K -638 -3%
RG
216
Retirement Group
California
$417K +$9.27K +406 +2%
FNBT
217
FineMark National Bank & Trust
Florida
$415K +$1.96K +86 +0.5%
CP
218
Camelot Portfolios
Ohio
$410K +$24.5K +1,074 +6%
BBW
219
Blue Barn Wealth
Utah
$389K -$12.2K -532 -3%
HB
220
Homrich & Berg
Georgia
$387K -$48.7K -2,132 -11%
AF
221
Advisornet Financial
Minnesota
$374K -$34.8K -1,522 -9%
BA
222
Bridgewater Advisors
New York
$371K +$7.5K +328 +2%
FVWA
223
Foster Victor Wealth Advisors
South Carolina
$362K -$15.9K -698 -4%
FT
224
Fiduciary Trust
Massachusetts
$360K – – –
CA
225
Cambridge Advisors
Nebraska
$357K +$91 +4 +0%
7 8
9
10 11