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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
$705M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$84.6M
3
US Bancorp
US Bancorp
Minnesota
$391M
4
Charles Schwab
Charles Schwab
California
$398M
5
CSIA
Charles Schwab Investment Advisory
California
$896M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$265K
2
RA
Rational Advisors
New York
$44.3M
3
NQWM
Northwest Quadrant Wealth Management
Oregon
$0
4
BFEC
Benjamin F. Edwards & Company
Missouri
$3.34M
5
Cerity Partners
Cerity Partners
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWS
126
Juncture Wealth Strategies
Arizona
$1.33M -$2.36M -122,193 -64%
WPW
127
Watershed Private Wealth
Illinois
$1.29M +$1.29M +66,860 New
FA
128
FC Advisory
Pennsylvania
$1.25M +$323K +16,741 +35%
WCA
129
Waypoint Capital Advisors
Minnesota
$1.24M -$4.23K -219 -0.3%
TAM
130
Trillium Asset Management
Massachusetts
$1.22M – – –
AWA
131
Alaska Wealth Advisors
Alaska
$1.18M +$157K +8,125 +15%
VCM
132
Virtue Capital Management
Tennessee
$1.17M +$495K +25,655 +74%
GCA
133
Gradient Capital Advisors
California
$1.16M -$68.7K -3,561 -6%
SWM
134
SeaCrest Wealth Management
New York
$1.16M -$44.4K -2,300 -4%
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$1.14M +$1.14M +59,272 New
BWM
136
BCS Wealth Management
Tennessee
$1.14M +$96 +5 +0%
PRWA
137
Platte River Wealth Advisors
Colorado
$1.14M +$443K +22,990 +64%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$1.12M +$58.9K +3,053 +6%
GT
139
Greenleaf Trust
Michigan
$1.12M +$72.2K +3,745 +7%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$1.12M +$14.7K +762 +1%
LAIC
141
Lederer & Associates Investment Counsel
California
$1.11M +$15.7K +814 +1%
AA
142
Alesco Advisors
New York
$1.1M -$43.2K -2,239 -4%
LWMNY
143
Landmark Wealth Management (New York)
New York
$1.08M +$72.7K +3,768 +7%
ISWM
144
Independent Solutions Wealth Management
New York
$1.06M +$615K +31,884 +139%
SWM
145
Sculati Wealth Management
Michigan
$1.05M -$43.6K -2,259 -4%
CFMC
146
Curbstone Financial Management Corp
New Hampshire
$1.05M – – –
MWM
147
Mission Wealth Management
California
$993K -$129K -6,679 -11%
PFM
148
Patton Fund Management
Texas
$980K +$980K +50,811 New
WP
149
WMS Partners
Maryland
$966K +$679K +35,194 +236%
SFWC
150
Strategic Family Wealth Counselors
New Jersey
$961K +$961K +49,833 New
4 5
6
7 8