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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 %
BC
201
Brio Consultants
California
$523K +$523K +28,820 New
CFA
202
Cahill Financial Advisors
Minnesota
$509K +$63K +3,371 +14%
PHAM
203
Palisades Hudson Asset Management
Florida
$508K +$2.75K +147 +0.5%
AP
204
Adero Partners
California
$507K +$90.8K +4,999 +22%
BDWCC
205
B&D White Capital Company
Texas
$501K +$9.7K +519 +2%
LJAC
206
L.J. Altfest & Co
New York
$498K +$35.2K +1,887 +8%
HWA
207
Hillcrest Wealth Advisors
New Jersey
$485K +$210K +11,225 +76%
RWA
208
Rainsberger Wealth Advisors
Colorado
$482K -$361K -19,298 -43%
CL
209
Choreo LLC
Illinois
$482K +$26.3K +1,404 +6%
BBA
210
Braun-Bostich & Associates
Pennsylvania
$479K -$44.6K -2,386 -9%
JC
211
Jentner Corp
Ohio
$479K -$9.81K -525 -2%
MAM
212
Marotta Asset Management
Virginia
$476K -$50.3K -2,692 -10%
DIA
213
Dana Investment Advisors
Wisconsin
$473K -$3.96K -212 -0.8%
OPS
214
Orion Portfolio Solutions
Nebraska
$456K -$106K -5,672 -19%
GFS
215
GYL Financial Synergies
Connecticut
$455K +$226K +12,129 +99%
GFP
216
Guardian Financial Partners
California
$453K +$55.2K +2,955 +14%
JTWM
217
Jackson Thornton Wealth Management
Alabama
$447K +$447K +23,909 New
LCM
218
Liberty Capital Management
Michigan
$446K +$822 +44 +0.2%
BRWA
219
B. Riley Wealth Advisors
Florida
$444K -$355 -19 -0.1%
Northern Trust
220
Northern Trust
Illinois
$438K -$129K -6,923 -23%
LFA
221
Landmark Financial Advisors
Kentucky
$436K -$8.41K -450 -2%
WP
222
WealthShield Partners
North Carolina
$433K +$13.6K +728 +3%
ISWM
223
Independent Solutions Wealth Management
New York
$427K +$30.6K +1,638 +8%
MA
224
Montag & Associates
Georgia
$422K -$78.2K -4,182 -16%
ECM
225
Evergreen Capital Management
Washington
$420K – – –
7 8
9
10 11