SCHH icon

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 %
CIP
101
Capital Insight Partners
Arizona
$1.83M -$2.2M -113,932 -55%
HWA
102
HHM Wealth Advisors
Tennessee
$1.79M +$904K +46,846 +102%
MAS
103
Madden Advisory Services
Florida
$1.76M +$77.3K +4,008 +5%
PWA
104
Peterson Wealth Advisors
Utah
$1.75M +$679K +35,186 +63%
AWM
105
AE Wealth Management
Kansas
$1.69M -$617K -31,966 -27%
Osaic Holdings
106
Osaic Holdings
Arizona
$1.68M -$2.39M -123,755 -59%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$1.68M -$1.57M -81,487 -48%
EPM
108
Elm Partners Management
Pennsylvania
$1.67M -$6.83M -354,192 -80%
BDF
109
Black Diamond Financial
Maryland
$1.66M +$655K +33,968 +65%
BA
110
Ballast Advisors
Minnesota
$1.55M +$29.9K +1,549 +2%
RW
111
REDW Wealth
New Mexico
$1.55M -$227K -11,744 -13%
CWM
112
Curi Wealth Management
North Carolina
$1.5M -$306K -15,876 -17%
IA
113
IFG Advisors
Missouri
$1.5M +$138K +7,163 +10%
RC
114
Roundview Capital
New Jersey
$1.49M +$573K +29,726 +62%
PA
115
Procyon Advisors
Connecticut
$1.48M -$1.57M -81,407 -51%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$1.48M +$101K +5,249 +7%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$1.46M -$372K -19,263 -20%
PWM
118
Perigon Wealth Management
California
$1.46M +$121K +6,286 +9%
CAG
119
Curtis Advisory Group
California
$1.42M +$188K +9,730 +15%
FTS
120
Fifth Third Securities
Ohio
$1.41M +$29.7K +1,542 +2%
ECM
121
Evergreen Capital Management
Washington
$1.4M +$969K +50,239 +224%
ACA
122
Atlas Capital Advisors
Wyoming
$1.4M -$217K -11,228 -13%
AWS
123
Atria Wealth Solutions
New York
$1.39M +$1.1M +56,833 +378%
FPAS
124
Focus Partners Advisor Solutions
Missouri
$1.35M -$273K -14,173 -17%
OIA
125
OneDigital Investment Advisors
Kansas
$1.34M +$117K +6,077 +10%
3 4
5
6 7