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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.

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
1
Rational Advisors
New York
$64.3M
2
TCM
2
Tradewinds Capital Management
Washington
$33M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.06B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$27.4M
5
US Bancorp
5
US Bancorp
Minnesota
$357M

Top Sellers

1
FNC
1
First National Corp
Massachusetts
$3.34M
2
IA
2
IAM Advisory
Pennsylvania
$0
3
GCA
3
Genesee Capital Advisors
New York
$0
4
TI
4
Truepoint Inc
Ohio
$1.7M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.06B 23,259,635 +606,244 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$754M 16,496,321 -167,937 -1%
Creative Planning
3
Creative Planning
Kansas
$628M 13,755,336 +152,174 +1%
US Bancorp
4
US Bancorp
Minnesota
$357M 7,822,679 +403,479 +5%
Charles Schwab
5
Charles Schwab
California
$345M 7,554,256 +85,462 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$221M 4,704,169 +32,653 +0.7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$133M 2,909,593 +225,806 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$70.5M 1,543,211 +46,278 +3%
RA
9
Rational Advisors
New York
$64.3M 1,408,052 +1,196,672 +566%
MGIA
10
Moneta Group Investment Advisors
Missouri
$55M 1,204,575 +108,506 +10%
MTC
11
Matrix Trust Company
Colorado
$51.4M 1,124,442 -61,735 -5%
TCM
12
Tradewinds Capital Management
Washington
$33M 721,510 +721,490 +3,607,450%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$27.4M 600,700 +505,060 +528%
M&T Bank
14
M&T Bank
New York
$24.6M 539,600 – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
$22.8M 499,225 -42,727 -8%
FM
16
Foster & Motley
Ohio
$17.8M 389,054 -7,438 -2%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$16.5M 362,216 +760 +0.2%
PFG
18
Piershale Financial Group
Illinois
$16.4M 358,307 +358,307 New
BWA
19
BlueSky Wealth Advisors
North Carolina
$15.1M 330,844 +3,446 +1%
MRC
20
Millburn Ridgefield Corp
New York
$12.5M 274,688 +4,419 +2%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$12.5M 274,313 +16,442 +6%
NQWM
22
Northwest Quadrant Wealth Management
Oregon
$11.7M 251,428 +2,397 +1%
EPM
23
Elm Partners Management
Pennsylvania
$11.6M 255,000 – –
CCA
24
Catalyst Capital Advisors
New York
$11.6M 254,399 -15,273 -6%
Wealthfront Advisers
25
Wealthfront Advisers
California
$11.6M 253,396 +41,215 +19%
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