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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
+$54.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$51.6M
3
US Bancorp
US Bancorp
Minnesota
+$34.2M
4
Charles Schwab
Charles Schwab
California
+$25.2M
5
CSIA
Charles Schwab Investment Advisory
California
+$19.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.1M
2
RA
Rational Advisors
New York
-$15.3M
3
NQWM
Northwest Quadrant Wealth Management
Oregon
-$11.1M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$9.56M
5
Cerity Partners
Cerity Partners
New York
-$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
501
AJ Wealth Strategies
New York
– -$542K -29,004 Closed
BDWCC
502
B&D White Capital Company
Texas
– -$501K -26,807 Closed
Northern Trust
503
Northern Trust
Illinois
– -$438K -23,441 Closed
FWI
504
Facet Wealth Inc
Maryland
– -$326K -17,149 Closed
VWA
505
Visionary Wealth Advisors
Illinois
– -$306K -16,393 Closed
REMPR
506
Roof Eidam Maycock Peralta (REMP)
California
– -$278K -14,892 Closed
HFA
507
Highland Financial Advisors
New Jersey
– -$262K -13,994 Closed
BFG
508
Barber Financial Group
Kansas
– -$249K -13,315 Closed
FTUS
509
Flow Traders U.S.
New York
– -$249K -13,310 Closed
LWM
510
Lyell Wealth Management
California
– -$229K -12,251 Closed
TRCT
511
Tower Research Capital (TRC)
New York
– -$216K -11,547 Closed
HT
512
HAP Trading
New York
– -$207K -11,072 Closed
RSWM
513
Robertson Stephens Wealth Management
California
– -$205K -10,994 Closed
B
514
Bridgeworth
Alabama
– -$193K -10,349 Closed
CB
515
Community Bank
New York
– -$142K -7,596 Closed
BWFA
516
Baltimore-Washington Financial Advisors
Maryland
– -$794K -6,500 Closed
SC
517
Stephens Consulting
Michigan
– -$67.8K -3,628 Closed
CL
518
COWA LLC
Oklahoma
– -$55K -2,960 Closed
BEI
519
Benjamin Edwards Inc
Missouri
– -$53K -2,835 Closed
MA
520
MUFG Americas
New York
– -$19K -1,018 Closed
CG
521
Cutler Group
California
– -$18K -1,000 Closed
CTC
522
Central Trust Company
Missouri
– -$8K -426 Closed
CAAS
523
Capital Asset Advisory Services
Michigan
– -$7K -400 Closed
BTI
524
Blue Trust Inc
Georgia
– -$8K -373 Closed
LDFR
525
Lehman & Derafelo Financial Resources
Pennsylvania
– -$7K -356 Closed
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