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Schwab US REIT ETF
SCHH

Overview Fund Activity

487 hedge funds and large institutions have $4.11B invested in Schwab US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 196 increasing their positions, 131 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+32
Holders Change %
+7.03%
% of All Funds
7.86%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
87
Increased
196
Reduced
131
Closed
51
Calls
$1.04M
Puts
$463K
Net Calls
+$579K
Net Calls Change
+$538K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$705M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$84.6M
3
US Bancorp
US Bancorp
Minnesota
$391M
4
Charles Schwab
Charles Schwab
California
$398M
5
CSIA
Charles Schwab Investment Advisory
California
$896M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$265K
2
RA
Rational Advisors
New York
$44.3M
3
NQWM
Northwest Quadrant Wealth Management
Oregon
$0
4
BFEC
Benjamin F. Edwards & Company
Missouri
$3.34M
5
Cerity Partners
Cerity Partners
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
226
Park Avenue Securities
New York
$439K +$61.5K +3,192 +16%
N
227
Natixis
France
$437K +$437K +22,645 New
AFAS
228
Acorn Financial Advisory Services
Virginia
$433K +$1.22K +63 +0.3%
BRWA
229
B. Riley Wealth Advisors
Florida
$426K -$32.1K -1,662 -7%
JC
230
Jentner Corp
Ohio
$425K -$69.6K -3,608 -14%
LWAC
231
Laurel Wealth Advisors (California)
California
$425K +$713 +37 +0.2%
WAM
232
Wakefield Asset Management
Colorado
$421K +$5.21K +270 +1%
CWA
233
Consilium Wealth Advisory
Texas
$417K +$417K +21,615 New
AWG
234
Altus Wealth Group
Colorado
$414K +$414K +21,458 New
B
235
Bailard
California
$410K -$19.4K -1,006 -5%
RWA
236
Rooted Wealth Advisors
Illinois
$410K +$410K +21,256 New
LWM
237
Laidlaw Wealth Management
New York
$410K -$4.05K -210 -1%
LGG
238
Luts & Greenleigh Group
Maryland
$409K +$409K +21,200 New
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$408K +$408K +19,631 New
BPA
240
Beacon Pointe Advisors
California
$404K +$153K +7,933 +61%
FNBT
241
FineMark National Bank & Trust
Florida
$400K +$5.79K +300 +1%
BAM
242
Baldrige Asset Management
Pennsylvania
$400K -$11.4K -592 -3%
TIM
243
Tevis Investment Management
Texas
$397K +$397K +20,560 New
JEST
244
JTC Employer Solutions Trustee
Jersey
$382K – – –
SCI
245
Stableford Capital II
Arizona
$376K – – –
AOWM
246
Alpha Omega Wealth Management
Virginia
$376K – – –
FVWA
247
Foster Victor Wealth Advisors
South Carolina
$375K +$101K +5,118 +37%
LFA
248
Laraway Financial Advisors
Minnesota
$373K +$96 +5 +0%
Sumitomo Mitsui Trust Group
249
Sumitomo Mitsui Trust Group
Japan
$372K +$372K +19,289 New
CPW
250
Catalyst Private Wealth
California
$353K +$353K +18,286 New
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