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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 %
CA
326
Clearstead Advisors
Ohio
$89.6K +$35.1K +1,819 +64%
S
327
SignatureFD
Georgia
$86.6K +$212 +11 +0.2%
BAM
328
Belpointe Asset Management
Nevada
$86.5K +$86.5K +4,486 New
DI
329
Disciplined Investments
Oklahoma
$81.9K +$2.86K +148 +4%
NIC
330
Northwest Investment Counselors
Oregon
$79.7K +$289 +15 +0.4%
BCM
331
Blume Capital Management
California
$77.7K -$38.6K -2,000 -33%
CFD
332
Creative Financial Designs
Indiana
$76.1K +$30.1K +1,559 +65%
CIAS
333
Capital Investment Advisory Services
North Carolina
$74.6K +$7.14K +370 +11%
CPA
334
Cardiff Park Advisors
California
$71K +$521 +27 +0.7%
MCC
335
Money Concepts Capital
Florida
$69.3K +$37.8K +1,958 +120%
LFG
336
Larson Financial Group
Missouri
$69.1K +$2.43K +126 +4%
AA
337
Ancora Advisors
Ohio
$66K -$32.5K -1,677 -33%
WOC
338
West Oak Capital
California
$64K -$115 -6 -0.2%
HNB
339
Huntington National Bank
Ohio
$62.8K -$15K – –
VC
340
Vestor Capital
Illinois
$60K – – –
CFO
341
CVA Family Office
Colorado
$53.9K +$58 +3 +0.1%
NA
342
NewEdge Advisors
Louisiana
$49.2K +$49.2K +3,958 New
SA
343
SRH Advisors
Kansas
$48K +$233 +12 +0.5%
EA
344
Evolution Advisers
Virginia
$48K +$47.4K +2,460 +8,200%
Qube Research & Technologies (QRT)
345
Qube Research & Technologies (QRT)
United Kingdom
$47.9K -$33.2K -1,719 -41%
RCC
346
Red Cedar Capital
Nebraska
$47K – – –
MFA
347
McClarren Financial Advisors
Pennsylvania
$47K +$385 +20 +0.8%
3IP
348
3Chopt Investment Partners
Virginia
$43.5K +$43.5K +2,256 New
CHA
349
Carmichael Hill & Associates
Maryland
$42.8K +$4.71K +244 +12%
FFA
350
Farther Finance Advisors
California
$41.3K +$41.3K +2,139 New
12 13
14
15 16