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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 %
LF
301
LifeSteps Financial
California
$215K -$194K -10,054 -47%
GFWA
302
Grey Fox Wealth Advisors
Delaware
$214K +$214K +11,112 New
IAN
303
Integrated Advisors Network
Texas
$210K -$5.17K -268 -2%
WSTAM
304
Wilbanks Smith & Thomas Asset Management
Virginia
$209K +$154 +8 +0.1%
ODIJL
305
One Day In July LLC
Vermont
$205K +$205K +10,621 New
LFA
306
LifeGuide Financial Advisors
Pennsylvania
$202K +$202K +10,473 New
1WM
307
1900 Wealth Management
Texas
$202K -$188K -9,746 -48%
BAMG
308
Brand Asset Management Group
Missouri
$197K +$197K +10,213 New
HWM
309
HB Wealth Management
Georgia
$195K -$17K -881 -8%
BIA
310
Bell Investment Advisors
California
$174K +$1.43K +74 +0.8%
AF
311
Advisornet Financial
Minnesota
$171K -$598 -31 -0.3%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$170K +$33.6K +1,744 +25%
GGI
313
Godsey & Gibb Inc
Virginia
$155K +$155K +8,033 New
HI
314
Harbour Investments
Wisconsin
$153K +$4.75K +246 +3%
ZIG
315
Zullo Investment Group
Pennsylvania
$151K +$1.35K +70 +0.9%
UB
316
UMB Bank
Missouri
$150K – – –
FSWA
317
Financial Synergies Wealth Advisors
Texas
$144K +$1.18K +61 +0.8%
MA
318
Montag & Associates
Georgia
$143K -$293K -15,182 -67%
CIR
319
Clear Investment Research
Georgia
$142K – – –
AssetMark Inc
320
AssetMark Inc
California
$142K +$142K +7,359 New
William Blair & Company
321
William Blair & Company
Illinois
$129K -$16.7K -866 -11%
BFPW
322
BOK Financial Private Wealth
Colorado
$123K -$496K -25,727 -80%
SIC
323
SJS Investment Consulting
Ohio
$123K -$102K -5,298 -45%
ACA
324
Aptus Capital Advisors
Alabama
$105K +$16.6K +861 +19%
FRA
325
Front Row Advisors
California
$90K -$13.3K -690 -13%
11 12
13
14 15