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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 %
SWA
76
Stratos Wealth Advisors
Ohio
$2.54M -$241K -12,491 -9%
MFGP
77
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.53M +$173K +8,973 +7%
IFA
78
Interactive Financial Advisors
Illinois
$2.52M +$382K +19,806 +18%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$2.45M +$523K +27,101 +27%
SP
80
SWS Partners
Ohio
$2.39M +$40.3K +2,091 +2%
FCIM
81
Fairview Capital Investment Management
California
$2.38M +$340K +17,650 +17%
SMC
82
Smith, Moore & Co
Missouri
$2.33M -$79.1K -4,100 -3%
MCM
83
MAI Capital Management
Ohio
$2.31M +$1.09M +56,340 +89%
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$2.29M +$574K +29,758 +33%
JFA
85
JNBA Financial Advisors
Minnesota
$2.27M +$1.49M +77,445 +192%
JCIA
86
Jackson Creek Investment Advisors
Colorado
$2.27M +$208K +10,805 +10%
MML Investors Services
87
MML Investors Services
Massachusetts
$2.14M +$368K +19,061 +21%
AC
88
AWM Capital
Arizona
$2.14M – – –
B
89
Bensler
Washington
$2.08M -$60.6K -3,142 -3%
CPIG
90
Chicago Partners Investment Group
Illinois
$2.06M +$382K +18,048 +23%
PCA
91
Personal Capital Advisors
California
$2.06M +$593K +30,740 +40%
FCA
92
FLC Capital Advisors
California
$2.05M +$2.05M +106,311 New
PCM
93
Passive Capital Management
Maryland
$2M -$2.15M -111,232 -52%
PFA
94
Pure Financial Advisors
California
$1.97M +$217K +11,245 +12%
TYCC
95
Texas Yale Capital Corp
Florida
$1.92M +$1.26M +65,375 +191%
Citadel Advisors
96
Citadel Advisors
Florida
$1.92M -$281K -14,583 -13%
WWM
97
WT Wealth Management
Arizona
$1.91M -$305K -15,786 -14%
AAS
98
Avantax Advisory Services
Texas
$1.88M +$755K +39,136 +67%
Bank of America
99
Bank of America
North Carolina
$1.84M -$966K -50,078 -34%
MWM
100
Moran Wealth Management
Florida
$1.83M +$1.83M +95,006 New
2 3
4
5 6