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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 %
State Street
176
State Street
Massachusetts
$695K +$65.1K +3,373 +10%
BSW
177
Buckingham Strategic Wealth
Missouri
$684K +$22.6K +1,173 +3%
LFS
178
Lutz Financial Services
Nebraska
$682K -$68.7K -3,564 -9%
TWP
179
Tempus Wealth Planning
California
$679K +$679K +35,180 New
PB
180
Pinnacle Bancorp
Nebraska
$661K +$389K +20,136 +143%
Renaissance Technologies
181
Renaissance Technologies
New York
$656K -$2.93M -152,000 -82%
UCFA
182
United Capital Financial Advisors
Texas
$636K -$11.1K -574 -2%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$634K -$195K -9,958 -23%
EA
184
Efficient Advisors
Ohio
$629K +$60.9K +3,159 +11%
JTWM
185
Jackson Thornton Wealth Management
Alabama
$628K +$166K +8,628 +36%
Stifel Financial
186
Stifel Financial
Missouri
$619K -$54.8K -2,839 -8%
KWM
187
Kingsview Wealth Management
Oregon
$608K -$3.24K -168 -0.5%
AWA
188
Aletheian Wealth Advisors
Washington
$603K +$25.8K +1,337 +4%
MCM
189
Mainstay Capital Management
Michigan
$587K -$10.9K -565 -2%
IA
190
IFP Advisors
Florida
$584K -$247K -6,056 -30%
SWA
191
Strata Wealth Advisors
Texas
$581K +$581K +30,133 New
KC
192
Kades & Cheifetz
Pennsylvania
$576K +$576K +29,882 New
BBA
193
Braun-Bostich & Associates
Pennsylvania
$576K +$81.3K +4,214 +16%
SBH
194
Segall Bryant & Hamill
Illinois
$572K – – –
DSA
195
Droms Strauss Advisors
Missouri
$571K +$375K +19,559 +191%
BC
196
Brio Consultants
California
$568K +$11.8K +610 +2%
PFM
197
Peak Financial Management
Massachusetts
$563K +$13.1K +680 +2%
FF
198
Friedenthal Financial
New Jersey
$563K +$7.33K +380 +1%
TWM
199
Tradition Wealth Management
Minnesota
$552K -$30.2K -1,565 -5%
CFA
200
Cahill Financial Advisors
Minnesota
$551K +$24.9K +1,290 +5%
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8
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