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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 %
LEFP
151
Leading Edge Financial Planning
Tennessee
$940K +$940K +48,711 New
PFC
152
Phocas Financial Corp
California
$914K -$606K -31,418 -40%
JPMorgan Chase & Co
153
JPMorgan Chase & Co
New York
$905K -$367K -19,054 -29%
RG
154
Retirement Group
California
$889K +$185K +9,604 +26%
HWA
155
Hillcrest Wealth Advisors
New Jersey
$884K +$384K +19,900 +77%
VA
156
Valmark Advisers
Ohio
$879K -$97.7K -5,067 -10%
CI
157
Cordant Inc
Oregon
$847K +$178K +9,222 +27%
FFN
158
Focus Financial Network
Minnesota
$834K -$21.6K -1,119 -3%
GBT
159
Grove Bank & Trust
Florida
$825K +$88.6K +4,589 +12%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$817K -$4.44K -230 -0.5%
AF
161
Allworth Financial
California
$803K +$757K +39,217 +1,623%
WF
162
Whelan Financial
California
$774K +$371K +19,219 +92%
H
163
HoyleCohen
California
$773K -$12.7K -659 -2%
SWM
164
SigFig Wealth Management
California
$769K -$40.3K -1,883 -5%
C
165
Certuity
Florida
$766K -$207K -10,731 -21%
FWM
166
Fortress Wealth Management
California
$763K -$130K -6,720 -15%
VM
167
VPR Management
Texas
$760K – – –
BB
168
Bell Bank
North Dakota
$749K +$749K +38,804 New
GC
169
Garde Capital
Washington
$747K -$4.67K -242 -0.6%
LF
170
Lee Financial
Texas
$743K +$632K +32,740 +565%
BIP
171
Blueprint Investment Partners
North Carolina
$736K -$99.7K -5,171 -12%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$725K -$977K -50,661 -57%
SIG
173
Spinnaker Investment Group
California
$707K -$38.4K -1,991 -5%
FWM
174
Forza Wealth Management
Florida
$705K +$705K +36,557 New
RIG
175
Ramiah Investment Group
Wisconsin
$701K +$65.6K +3,400 +10%
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