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Schwab US REIT ETF
SCHH

Overview Fund Activity

455 hedge funds and large institutions have $3.8B invested in Schwab US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 186 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
7.87%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
47
Increased
186
Reduced
141
Closed
55
Calls
$559K
Puts
$518K
Net Calls
+$41K
Net Calls Change
-$153K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$600M
2
Charles Schwab
Charles Schwab
California
$361M
3
US Bancorp
US Bancorp
Minnesota
$346M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$21.6M
2
TCM
Tradewinds Capital Management
Washington
$257K
3
OAM
Oak Asset Management
California
$0
4
RA
Rational Advisors
New York
$57.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
MAI Capital Management
Ohio
$1.18M -$141K -7,536 -11%
TAM
127
Trillium Asset Management
Massachusetts
$1.18M – – –
SWM
128
SeaCrest Wealth Management
New York
$1.17M -$3.7K -198 -0.3%
WA
129
WBH Advisory
Maryland
$1.13M +$65.7K +3,514 +6%
AA
130
Alesco Advisors
New York
$1.11M -$6.41K -343 -0.6%
BWM
131
BCS Wealth Management
Tennessee
$1.11M +$6.17K +330 +0.6%
AAS
132
Avantax Advisory Services
Texas
$1.09M +$150K +8,003 +16%
MWM
133
Mission Wealth Management
California
$1.09M -$34.6K -1,851 -3%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$1.07M -$35.4K -1,898 -3%
LAIC
135
Lederer & Associates Investment Counsel
California
$1.06M -$10.8K -579 -1%
SWM
136
Sculati Wealth Management
Michigan
$1.06M -$38.7K -2,069 -4%
TI
137
Truepoint Inc
Ohio
$1.05M +$43.3K +2,316 +4%
PWA
138
Peterson Wealth Advisors
Utah
$1.04M +$469K +25,090 +83%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$1.03M -$26.5K -1,420 -3%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$1.02M – – –
GT
141
Greenleaf Trust
Michigan
$1.02M – – –
AWA
142
Alaska Wealth Advisors
Alaska
$994K +$84.2K +4,508 +9%
LWMNY
143
Landmark Wealth Management (New York)
New York
$978K +$978K +52,324 New
BDF
144
Black Diamond Financial
Maryland
$971K +$155K +8,281 +19%
VA
145
Valmark Advisers
Ohio
$947K – – –
C
146
Certuity
Florida
$943K -$79.7K -4,265 -8%
FT
147
Fiduciary Trust
Massachusetts
$912K – – –
FA
148
FC Advisory
Pennsylvania
$900K -$47K -2,514 -5%
RC
149
Roundview Capital
New Jersey
$890K +$10.3K +552 +1%
NRI
150
NFP Retirement Inc
California
$865K -$492K -26,299 -36%
4 5
6
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