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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 %
HSA
51
HBK Sorce Advisory
Pennsylvania
$4.53M +$1.15M +59,392 +34%
AWM
52
Apollon Wealth Management
South Carolina
$4.49M +$373K +19,322 +9%
CAN
53
Cetera Advisor Networks
California
$4.45M +$426K +22,100 +11%
GB
54
Gunma Bank
Japan
$4.26M – – –
Ameriprise
55
Ameriprise
Minnesota
$3.55M +$66.2K +3,430 +2%
CI
56
CX Institutional
Indiana
$3.55M +$1.09M +56,717 +45%
VCP
57
Vista Capital Partners
Oregon
$3.37M +$1.18M +61,187 +54%
AP
58
Appleton Partners
Massachusetts
$3.35M +$130K +6,751 +4%
RIM
59
Rockbridge Investment Management
New York
$3.34M +$71.1K +3,684 +2%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$3.34M -$9.56M -495,706 -74%
EWM
61
Empirical Wealth Management
Washington
$3.31M +$492K +25,489 +17%
AWM
62
Avior Wealth Management
Nebraska
$3.3M +$405K +20,975 +14%
PCWA
63
Pacific Capital Wealth Advisors
California
$3.29M +$3.29M +170,576 New
CPWM
64
Cypress Point Wealth Management
Texas
$3.17M -$213K -11,033 -6%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$3.04M +$2.19M +113,613 +258%
GWM
66
Geneos Wealth Management
Colorado
$3.03M +$145K +7,500 +5%
Morgan Stanley
67
Morgan Stanley
New York
$2.97M -$4.92M -254,838 -62%
ULWM
68
Upper Left Wealth Management
Florida
$2.91M -$10.9K -566 -0.4%
SC
69
Schoolcraft Capital
Colorado
$2.81M -$6.46K -335 -0.2%
FCI
70
Financial Counselors Inc
Kansas
$2.78M – – –
PIMG
71
Patriot Investment Management Group
Tennessee
$2.77M +$327K +15,552 +13%
Truist Financial
72
Truist Financial
North Carolina
$2.77M -$163K -8,446 -6%
TI
73
Truepoint Inc
Ohio
$2.74M +$1.66M +85,949 +153%
CWM
74
Congress Wealth Management
Massachusetts
$2.7M +$40.8K +2,116 +2%
HighTower Advisors
75
HighTower Advisors
Illinois
$2.64M -$56.3K -2,916 -2%
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