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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 %
CFA
201
Cahill Financial Advisors
Minnesota
$653K +$2.48K +94 +0.4%
BRWA
202
B. Riley Wealth Advisors
Florida
$653K +$33.5K +1,270 +5%
PFM
203
Peak Financial Management
Massachusetts
$642K -$60.5K -2,298 -9%
GW
204
GW & Wade
Massachusetts
$641K -$4.74K -180 -0.7%
LJAC
205
L.J. Altfest & Co
New York
$639K +$24.3K +924 +4%
TIM
206
Tevis Investment Management
Texas
$639K +$639K +24,318 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$636K +$44.2K +1,678 +7%
DBRC
208
D.B. Root & Company
Pennsylvania
$629K +$25.3K +960 +4%
DP
209
DDD Partners
Washington
$623K +$21.2K +806 +4%
B
210
Bailard
California
$620K +$2.69K +102 +0.4%
AP
211
Adero Partners
California
$616K -$11.1K -420 -2%
Millennium Management
212
Millennium Management
New York
$616K +$616K +23,368 New
PCIA
213
Prime Capital Investment Advisors
Kansas
$614K +$614K +23,300 New
LF
214
LifeSteps Financial
California
$599K -$3.58K -136 -0.6%
IA
215
IFP Advisors
Florida
$597K +$359K +13,554 +151%
ECM
216
Evergreen Capital Management
Washington
$592K +$592K +22,474 New
TIM
217
Tortoise Investment Management
New York
$587K +$83.5K +3,168 +17%
Royal Bank of Canada
218
Royal Bank of Canada
Ontario, Canada
$581K +$65.6K +2,490 +13%
LCM
219
Liberty Capital Management
Michigan
$580K +$2.11K +80 +0.4%
AOWM
220
Alpha Omega Wealth Management
Virginia
$557K -$4.97K -198 -0.9%
LWM
221
Laidlaw Wealth Management
New York
$549K +$549K +20,842 New
FNBT
222
FineMark National Bank & Trust
Florida
$535K +$55.9K +2,122 +12%
CW
223
CreativeOne Wealth
Kansas
$528K -$311K -11,780 -37%
JEST
224
JTC Employer Solutions Trustee
Jersey
$523K – – –
CP
225
Camelot Portfolios
Ohio
$520K +$46.6K +1,768 +10%
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9
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