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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 %
GFPC
376
Global Financial Private Client
Florida
$17.9K – – –
FHA
377
First Horizon Advisors
Tennessee
$17.9K +$116 +6 +0.7%
SBL
378
Sargent Bickham Lagudis
Colorado
$17.3K +$2.68K +139 +18%
IRC
379
Investors Research Corp
Georgia
$17.2K – – –
PGAM
380
Princeton Global Asset Management
New Jersey
$17K +$8.5K +437 +100%
CT
381
Clearstead Trust
Maine
$17K +$17K +895 New
TWA
382
TCI Wealth Advisors
Arizona
$16.7K -$29.6K -1,536 -64%
BlackRock
383
BlackRock
New York
$16K – – –
MCM
384
MV Capital Management
Maryland
$15.6K – – –
BHWM
385
Beaird Harris Wealth Management
Texas
$15.5K +$15.5K +804 New
PK
386
Pflug Koory
Nebraska
$14K – – –
TFGT
387
TS Financial Group (TSFG)
Illinois
$14K +$76 +4 +0.5%
FWP
388
FAS Wealth Partners
Kansas
$13.3K +$97 +5 +0.7%
RAG
389
RIA Advisory Group
Iowa
$12.2K +$12.2K +11,688 New
CFFP
390
Center for Financial Planning
Michigan
$11.8K – – –
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$11.5K +$11.5K +596 New
VNA
392
Valley National Advisers
Pennsylvania
$11K – – –
SWA
393
Sutton Wealth Advisors
Florida
$10.9K +$7.14K +370 +191%
PO
394
Private Ocean
California
$10.8K +$2.72K +141 +34%
MWM
395
Mascoma Wealth Management
New Hampshire
$10.7K +$10.7K +555 New
AC
396
AlphaCore Capital
California
$10.5K – – –
TCM
397
Tradewinds Capital Management
Washington
$10.1K -$255K -13,242 -96%
JHCP
398
Jackson Hole Capital Partners
Oklahoma
$10K – – –
EDRH
399
Edmond de Rothschild Holding
Switzerland
$8.87K – – –
SIS
400
Sound Income Strategies
Florida
$8.8K -$887 -46 -9%
14 15
16
17 18