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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 %
PWMG
426
Prestige Wealth Management Group
New Jersey
$4.47K +$39 +2 +0.9%
CWP
427
Concord Wealth Partners
Virginia
$4.27K +$4.27K +221 New
HCM
428
Horrell Capital Management
Arkansas
$4K – – –
HBW
429
Hazlett, Burt & Watson
West Virginia
$4K +$2.77K +144 +225%
BBPWM
430
Blue Bell Private Wealth Management
Pennsylvania
$3.94K +$3.4K +176 +629%
BWA
431
BDO Wealth Advisors
Florida
$3.94K – – –
GWANC
432
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.86K – – –
BAM
433
Bellevue Asset Management
Washington
$3.82K – – –
SWA
434
SOA Wealth Advisors
New York
$3.78K – – –
NFSG
435
Newbridge Financial Services Group
Florida
$3.73K +$19 +1 +0.5%
BLC
436
Brown, Lisle/Cummings
Rhode Island
$3.57K – – –
MAWA
437
Moss Adams Wealth Advisors
Washington
$3.28K +$3.28K +170 New
FWM
438
Focused Wealth Management
New York
$3.11K +$19 +1 +0.6%
AWM
439
Atticus Wealth Management
Florida
$2.74K +$39 +2 +1%
ME
440
McIlrath & Eck
Washington
$2.47K – – –
FFA
441
Founders Financial Alliance
North Carolina
$2.43K – – –
SIC
442
Salem Investment Counselors
North Carolina
$2.2K +$2.2K +114 New
WT
443
Washington Trust
Rhode Island
$2.08K – – –
IBOK
444
Independence Bank of Kentucky
Kentucky
$2K – – –
CSB
445
City State Bank
Iowa
$2K – – –
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
EWM
447
Endurance Wealth Management
Rhode Island
$2K +$2K +82 New
BCMLT
448
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.95K +$1.95K +101 New
EWA
449
EverSource Wealth Advisors
Alabama
$1.93K +$1.93K +100 New
TCWA
450
Ten Capital Wealth Advisors
Washington
$1.86K – – –
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