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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 %
RCM
476
Raleigh Capital Management
North Carolina
$325 – – –
AA
477
Addison Advisors
Vermont
$270 +$270 +14 New
FA
478
Faithward Advisors
Pennsylvania
$231 – – –
MCA
479
Maryland Capital Advisors
Maryland
$231 – – –
MIM
480
Macroview Investment Management
Maryland
$193 – – –
HPC
481
HM Payson & Co
Maine
$159 – – –
RWM
482
Ruedi Wealth Management
Illinois
$128 +$128 +1 New
TFS
483
TrustCore Financial Services
Tennessee
$125 – – –
NC
484
NewSquare Capital
Pennsylvania
$43 – – –
BNP Paribas Financial Markets
485
BNP Paribas Financial Markets
France
$19 -$845K -44,491 -100%
GWSA
486
Global Wealth Strategies & Associates
Colorado
$11 +$11 +1 New
NQWM
487
Northwest Quadrant Wealth Management
Oregon
– -$11.1M -594,270 Closed
AIMCA
488
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$5.61M -300,000 Closed
EGA
489
Eagle Global Advisors
Texas
– -$5.49M -293,698 Closed
JFGLC
490
Johnson Financial Group LLC (Colorado)
Colorado
– -$3.57M -191,204 Closed
MPM
491
Meritage Portfolio Management
Kansas
– -$3.47M -185,582 Closed
JWM
492
JFG Wealth Management
Colorado
– -$2.32M -123,961 Closed
Marshall Wace
493
Marshall Wace
United Kingdom
– -$2.04M -108,983 Closed
Jane Street
494
Jane Street
New York
– -$1.46M -77,848 Closed
IA
495
IFG Advisory
Georgia
– -$1.34M -71,763 Closed
MIC
496
Means Investment Company
Maine
– -$1.29M -68,810 Closed
Brown Advisory
497
Brown Advisory
Maryland
– -$812K -43,436 Closed
Susquehanna International Group
498
Susquehanna International Group
Pennsylvania
– -$733K -39,229 Closed
JAG
499
Journey Advisory Group
Kentucky
– -$676K -36,154 Closed
Koshinski Asset Management
500
Koshinski Asset Management
Illinois
– -$558K -29,832 Closed
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