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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.

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
1
Financial Engines Advisors
California
$917M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.3M
3
US Bancorp
3
US Bancorp
Minnesota
$438M
4
CSIA
4
Charles Schwab Investment Advisory
California
$1.25B
5
RA
5
Rational Advisors
New York
$93.1M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$8.96M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$4.75M
3
Creative Planning
3
Creative Planning
Kansas
$703M
4
M&T Bank
4
M&T Bank
New York
$21.6M
5
CST
5
Charles Schwab Trust
Nevada
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.25B 23,667,623 +407,988 +2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$917M 17,411,572 +915,251 +6%
Creative Planning
3
Creative Planning
Kansas
$703M 13,338,695 -416,641 -3%
US Bancorp
4
US Bancorp
Minnesota
$438M 8,312,556 +489,877 +6%
Charles Schwab
5
Charles Schwab
California
$398M 7,549,794 -4,462 -0.1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$247M 4,689,274 -14,895 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$159M 3,023,854 +114,261 +4%
RA
8
Rational Advisors
New York
$93.1M 1,766,176 +358,124 +25%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$79.9M 1,516,391 -26,820 -2%
MGIA
10
Moneta Group Investment Advisors
Missouri
$67.4M 1,278,611 +74,036 +6%
MTC
11
Matrix Trust Company
Colorado
$58.3M 1,106,504 -17,938 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$44.9M 852,185 +352,960 +71%
PFG
13
Piershale Financial Group
Illinois
$29.1M 551,593 +193,286 +54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.3M 500,000 +500,000 New
M&T Bank
15
M&T Bank
New York
$21.6M 409,600 -130,000 -24%
FM
16
Foster & Motley
Ohio
$20.6M 391,341 +2,287 +0.6%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$18.8M 357,630 -4,586 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$18.7M 354,301 +191,137 +117%
BWA
19
BlueSky Wealth Advisors
North Carolina
$17M 321,971 -8,873 -3%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$15.3M 290,234 +15,921 +6%
NQWM
21
Northwest Quadrant Wealth Management
Oregon
$14.6M 276,344 +24,916 +10%
Wealthfront Advisers
22
Wealthfront Advisers
California
$14M 265,068 +11,672 +5%
EPM
23
Elm Partners Management
Pennsylvania
$13.4M 255,000 – –
MRC
24
Millburn Ridgefield Corp
New York
$13.4M 254,414 -20,274 -7%
CCA
25
Catalyst Capital Advisors
New York
$13.4M 253,397 -1,002 -0.4%
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