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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.

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
1
Creative Planning
Kansas
$600M
2
Charles Schwab
2
Charles Schwab
California
$361M
3
US Bancorp
3
US Bancorp
Minnesota
$346M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$10.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.6M
2
TCM
2
Tradewinds Capital Management
Washington
$257K
3
OAM
3
Oak Asset Management
California
$0
4
RA
4
Rational Advisors
New York
$57.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$850M 45,456,178 -75,436 -0.2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$630M 33,730,111 -58,386 -0.2%
Creative Planning
3
Creative Planning
Kansas
$600M 32,092,669 +1,851,064 +6%
Charles Schwab
4
Charles Schwab
California
$361M 19,319,497 +1,135,891 +6%
US Bancorp
5
US Bancorp
Minnesota
$346M 18,499,937 +771,306 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$116M 6,227,195 +92,632 +2%
MGIA
7
Moneta Group Investment Advisors
Missouri
$61.8M 3,307,919 -155,808 -4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$58.9M 3,149,310 +357 +0%
RA
9
Rational Advisors
New York
$57.7M 3,088,204 -420,217 -12%
MTC
10
Matrix Trust Company
Colorado
$37M 1,979,722 +53,122 +3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$31.9M 1,708,215 +574,396 +51%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$21.6M 1,158,116 -5,962,158 -84%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M 1,100,000 -300,000 -21%
MRC
14
Millburn Ridgefield Corp
New York
$19.6M 1,046,065 +275,498 +36%
CCA
15
Catalyst Capital Advisors
New York
$18.7M 1,001,049 +247,490 +33%
M&T Bank
16
M&T Bank
New York
$17.1M 912,816 +94 +0%
FM
17
Foster & Motley
Ohio
$16.6M 888,801 +27,512 +3%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$14.5M 774,049 +33,966 +5%
Wealthfront Advisers
19
Wealthfront Advisers
California
$14M 747,095 +142,034 +23%
Cerity Partners
20
Cerity Partners
New York
$13M 694,808 +189,219 +37%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$12.5M 668,707 +15,486 +2%
BWA
22
BlueSky Wealth Advisors
North Carolina
$11.5M 616,332 +22,417 +4%
NQWM
23
Northwest Quadrant Wealth Management
Oregon
$11.1M 594,270 +6,350 +1%
LSAG
24
Lake Street Advisors Group
New Hampshire
$10.4M 554,348 +46,586 +9%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$10.1M 538,406 +537,568 +64,149%
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