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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 %
CWC
451
Carolinas Wealth Consulting
North Carolina
$1.85K – – –
AAP
452
Arax Advisory Partners
Colorado
$1.79K +$598 +31 +50%
WIM
453
Westside Investment Management
California
$1.74K – – –
PAG
454
Private Advisor Group
New Jersey
$1.65K -$6 -310 -0.4%
DWMG
455
DB Wealth Management Group
California
$1.51K +$1.51K +78 New
MRCM
456
M&R Capital Management
New Jersey
$1.47K +$1.47K +76 New
JWA
457
JFS Wealth Advisors
Pennsylvania
$1.35K – – –
HCM
458
Hollencrest Capital Management
California
$1.31K +$1.31K +68 New
CSWM
459
Cassady Schiller Wealth Management
Ohio
$1.26K +$1.26K +65 New
GIA
460
GHP Investment Advisors
Colorado
$1.12K +$1.12K +58 New
Citigroup
461
Citigroup
New York
$1.1K +$444 +23 +68%
GEA
462
Glen Eagle Advisors
New Jersey
$1.08K +$19 +1 +2%
TFP
463
Tilia Fiduciary Partners
North Carolina
$1.06K -$2.94K -152 -73%
TFA
464
Transamerica Financial Advisors
Florida
$1K – – –
SGC
465
Slocum, Gordon & Co
Rhode Island
$979 +$979 +50 New
WWM
466
Wagner Wealth Management
South Carolina
$876 +$779 +40 +800%
CA
467
Corrado Advisors
New Jersey
$829 +$829 +43 New
TCA
468
Trifecta Capital Advisors
Illinois
$714 +$714 +37 New
MFC
469
Morris Financial Concepts
South Carolina
$637 – – –
QCG
470
Quadrant Capital Group
Ohio
$617 – – –
MSFP
471
Mark Sheptoff Financial Planning
Connecticut
$579 – – –
GI
472
Gradient Investments
Minnesota
$541 +$541 +28 New
RDFA
473
Ritter Daniher Financial Advisory
Ohio
$435 +$435 +23 New
HS
474
Horan Securities
United States
$398 +$19 +1 +5%
LC
475
Lindbrook Capital
California
$347 – – –
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