SCHH icon

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 %
C
351
Covestor
United Kingdom
$41K +$41K +2,127 New
OIA
352
Optimum Investment Advisors
Illinois
$41K +$1.78K +92 +5%
WTC
353
WhitTier Trust Company
Nevada
$38.6K – – –
CCA
354
Column Capital Advisors
Indiana
$36.4K +$965 +50 +3%
GT
355
Glenmede Trust
Pennsylvania
$34.6K – – –
RIA
356
Realta Investment Advisors
Delaware
$30.9K -$25.9K -1,345 -46%
CDIA
357
Capital Directions Investment Advisors
Georgia
$30.5K +$30.5K +1,582 New
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$30K +$22.5K +1,179 +301%
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$30K – – –
GJIA
360
Glass Jacobson Investment Advisors
Maryland
$28.9K +$28.9K +1,499 New
CS
361
Comerica Securities
Michigan
$27.9K +$27.9K +1,445 New
LWP
362
Laurel Wealth Planning
Minnesota
$27.8K – – –
CA
363
Crewe Advisors
Utah
$25.8K – – –
NECFA
364
New England Capital Financial Advisors
Connecticut
$25.4K +$25.4K +1,244 New
ASN
365
Advisory Services Network
Georgia
$24.6K +$24.6K +1,273 New
ADL
366
Asset Dedication LLC
California
$23K – – –
SWM
367
Sugarloaf Wealth Management
Georgia
$22.4K – – –
EI
368
Ellevest Inc
New York
$22.4K +$19.5K +1,009 +673%
PMFA
369
Plante Moran Financial Advisors
Michigan
$21.6K +$19.6K +1,017 +987%
WAM
370
WFA Asset Management
Wisconsin
$20.2K +$174 +9 +0.9%
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$116 +6 +0.6%
GMA
372
Glassy Mountain Advisors
Maryland
$19.4K +$19.4K +1,006 New
NSIM
373
North Star Investment Management
Illinois
$19.2K – – –
CT
374
Cambridge Trust
Massachusetts
$19K – – –
HC
375
Hoese & Co
Minnesota
$18K – – –
13 14
15
16 17