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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
+$54.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$51.6M
3
US Bancorp
US Bancorp
Minnesota
+$34.2M
4
Charles Schwab
Charles Schwab
California
+$25.2M
5
CSIA
Charles Schwab Investment Advisory
California
+$19.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.1M
2
RA
Rational Advisors
New York
-$15.3M
3
NQWM
Northwest Quadrant Wealth Management
Oregon
-$11.1M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$9.56M
5
Cerity Partners
Cerity Partners
New York
-$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
276
Galvin Gaustad & Stein
Arizona
$270K +$38.5K +1,995 +17%
SAM
277
SignalPoint Asset Management
Missouri
$269K – – –
BBW
278
Blue Barn Wealth
Utah
$268K -$32.5K -1,687 -11%
Fidelity Investments
279
Fidelity Investments
Massachusetts
$265K -$22.1M -1,144,390 -99%
EE
280
EWG Elevate
California
$264K +$12K +622 +5%
CW
281
CreativeOne Wealth
Kansas
$261K -$5.76K -298 -2%
RBFC
282
Roman Butler Fullerton & Co
Missouri
$261K +$261K +12,676 New
WW
283
Waterfront Wealth
Kansas
$254K – – –
OMC
284
Old Mission Capital
Illinois
$251K +$251K +13,037 New
KAS
285
Kestra Advisory Services
Texas
$245K -$18.6K -966 -7%
SFS
286
Summit Financial Strategies
Ohio
$244K +$20K +1,035 +9%
FAIM
287
Financial Advocates Investment Management
Washington
$243K +$243K +12,609 New
AIA
288
Armor Investment Advisors
North Carolina
$242K -$16.8K -872 -6%
BIA
289
Bigelow Investment Advisors
Maine
$242K +$16.3K +843 +7%
IWA
290
IVC Wealth Advisors
Pennsylvania
$242K +$242K +12,527 New
SWM
291
Spire Wealth Management
Virginia
$239K +$224K +11,601 +1,452%
EFS
292
Econ Financial Services
Pennsylvania
$232K +$1.91K +99 +0.8%
GRP
293
Global Retirement Partners
California
$232K +$22K +1,141 +10%
HI
294
Human Investing
Oregon
$231K +$231K +11,997 New
BF
295
BOK Financial
Oklahoma
$230K +$230K +11,899 New
AWM
296
Aspire Wealth Management
Massachusetts
$227K – – –
AFP
297
Ausdal Financial Partners
Iowa
$226K -$6.37K -330 -3%
HCP
298
Hexagon Capital Partners
Arkansas
$223K +$9.92K +514 +5%
CA
299
Cetera Advisors
Colorado
$220K -$309 -16 -0.1%
GAM
300
Garrison Asset Management
Arkansas
$219K -$9.01K -467 -4%
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