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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 %
CC
251
Callan Capital
California
$344K +$10.3K +536 +3%
RMC
252
Regis Management Company
California
$342K +$118K +6,131 +53%
FG
253
Foster Group
Iowa
$333K -$2.51K -130 -0.7%
CCA
254
Cobblestone Capital Advisors
New York
$330K -$6.37K -330 -2%
EFG
255
Everhart Financial Group
Ohio
$330K +$80.3K +4,163 +32%
RBC
256
Roble Belko & Company
Pennsylvania
$329K +$67.9K +3,522 +26%
CWM
257
Collaborative Wealth Management
Florida
$328K -$5.69K -295 -2%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$324K +$324K +16,817 New
CAMG
259
CWA Asset Management Group
Florida
$324K +$3.43K +178 +1%
PA
260
PFG Advisors
Arizona
$323K -$9.63K -499 -3%
BA
261
Bridgewater Advisors
New York
$318K -$10.4K -537 -3%
WWM
262
Western Wealth Management
Colorado
$318K -$312K -16,198 -50%
CA
263
Cambridge Advisors
Nebraska
$316K -$23.4K -1,214 -7%
CCM
264
Crew Capital Management
Ohio
$314K -$36.9K -1,915 -11%
GAM
265
Gould Asset Management
California
$313K +$313K +16,215 New
MA
266
Mangham Associates
Virginia
$304K +$2.12K +110 +0.7%
WFA
267
Websterrogers Financial Advisors
South Carolina
$301K -$67.9K -3,519 -18%
BFA
268
Bluestem Financial Advisors
Illinois
$296K +$96.4K +4,998 +48%
PGA
269
Portland Global Advisors
Maine
$291K – – –
NWA
270
Navis Wealth Advisors
New York
$289K +$2.37K +123 +0.8%
AP
271
Adero Partners
California
$284K -$254K -13,180 -47%
TF
272
Theory Financial
Colorado
$283K +$283K +14,671 New
CAM
273
Cresset Asset Management
Illinois
$282K -$66.1K -3,428 -19%
ACA
274
Ascension Capital Advisors
Texas
$278K +$278K +14,436 New
RWA
275
Rainsberger Wealth Advisors
Colorado
$274K -$223K -11,553 -45%
9 10
11
12 13