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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 %
DP
201
DDD Partners
Washington
$550K +$1.37K +71 +0.2%
SCA
202
Stokes Capital Advisors
South Carolina
$543K -$174K -9,001 -24%
RJFSA
203
Raymond James Financial Services Advisors
Florida
$539K -$170K -8,828 -24%
OPS
204
Orion Portfolio Solutions
Nebraska
$535K +$64.2K +3,327 +14%
LCM
205
Liberty Capital Management
Michigan
$534K +$73.9K +3,830 +16%
PHAM
206
Palisades Hudson Asset Management
Florida
$527K +$3.03K +157 +0.6%
TIM
207
Tortoise Investment Management
New York
$522K +$143K +7,400 +38%
RF
208
RHS Financial
California
$514K -$321K -16,628 -38%
LPAM
209
Lodestar Private Asset Management
California
$507K +$507K +26,270 New
PA
210
Parallel Advisors
California
$504K -$126K -6,555 -20%
Goldman Sachs
211
Goldman Sachs
New York
$502K -$174K -9,014 -26%
OWM
212
Opes Wealth Management
California
$502K +$502K +26,017 New
WP
213
WealthShield Partners
North Carolina
$498K +$51.6K +2,676 +12%
GFP
214
Guardian Financial Partners
California
$493K +$26K +1,347 +6%
CL
215
Choreo LLC
Illinois
$483K -$14.2K -738 -3%
AT
216
American Trust
Kentucky
$482K +$262K +13,568 +119%
MAM
217
Marotta Asset Management
Virginia
$480K -$11K -569 -2%
DIA
218
Dana Investment Advisors
Wisconsin
$475K -$13.3K -690 -3%
ACP
219
Aveo Capital Partners
Colorado
$458K +$458K +23,719 New
FT
220
Fiduciary Trust
Massachusetts
$457K -$484K -25,098 -51%
NRI
221
NFP Retirement Inc
California
$456K -$438K -22,690 -49%
AWM
222
Avaii Wealth Management
Wisconsin
$450K +$48.4K +2,510 +12%
LFA
223
Landmark Financial Advisors
Kentucky
$450K +$231 +12 +0.1%
RJA
224
Raymond James & Associates
Florida
$448K +$85.3K +4,423 +24%
NL
225
NWAM LLC
Washington
$443K +$222K +11,501 +100%
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