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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.

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
1
Financial Engines Advisors
California
$705M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$84.6M
3
US Bancorp
3
US Bancorp
Minnesota
$391M
4
Charles Schwab
4
Charles Schwab
California
$398M
5
CSIA
5
Charles Schwab Investment Advisory
California
$896M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265K
2
RA
2
Rational Advisors
New York
$44.3M
3
NQWM
3
Northwest Quadrant Wealth Management
Oregon
$0
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$3.34M
5
Cerity Partners
5
Cerity Partners
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$9.5M -$889K -46,117 -9%
FEG
27
Fund Evaluation Group
Ohio
$8.68M – – –
Wells Fargo
28
Wells Fargo
California
$8.55M -$216K -11,207 -2%
BSB
29
Bangor Savings Bank
Maine
$8.34M -$663K -34,349 -7%
LPL Financial
30
LPL Financial
California
$8.25M +$1.37M +70,936 +20%
FCM
31
Firestone Capital Management
Florida
$8.24M +$1.47M +76,248 +22%
CMP
32
Courage Miller Partners
Virginia
$7.42M +$291K +15,103 +4%
GFS
33
GYL Financial Synergies
Connecticut
$7.06M +$6.59M +341,677 +1,402%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$6.9M -$35.6K -1,851 -0.5%
UBS Group
35
UBS Group
Switzerland
$6.86M +$883K +45,762 +15%
LJAC
36
L.J. Altfest & Co
New York
$6.61M +$6.09M +315,791 +1,184%
KF
37
Krilogy Financial
Missouri
$5.91M -$372K -19,265 -6%
SFP
38
Strategic Financial Planning
Texas
$5.9M -$448K -23,219 -7%
UBS AM
39
UBS AM
Illinois
$5.81M +$476K +24,654 +9%
WMR
40
Wealth Management Resources
Rhode Island
$5.75M +$542K +28,101 +10%
VT
41
Vise Technologies
New York
$5.6M +$166K +8,622 +3%
PWMG
42
Pioneer Wealth Management Group
Texas
$5.42M +$5.42M +280,900 New
OFG
43
Omega Financial Group
California
$5.23M -$203K -10,503 -4%
FNC
44
First National Corp
Massachusetts
$5.08M +$587K +30,407 +13%
CWA
45
Cornerstone Wealth Advisors
Minnesota
$5.07M +$234K +12,125 +5%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$5.07M -$366K -18,987 -7%
CG
47
Colony Group
Massachusetts
$4.92M +$4.29M +222,244 +674%
SFPM
48
Sensible Financial Planning & Management
Massachusetts
$4.86M +$244K +12,624 +5%
JFG
49
JMG Financial Group
Illinois
$4.83M +$528K +27,356 +12%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$4.78M +$976K +50,572 +26%
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