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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.

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
1
Financial Engines Advisors
California
$705M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$84.6M
3
US Bancorp
3
US Bancorp
Minnesota
$391M
4
Charles Schwab
4
Charles Schwab
California
$398M
5
CSIA
5
Charles Schwab Investment Advisory
California
$896M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265K
2
RA
2
Rational Advisors
New York
$44.3M
3
NQWM
3
Northwest Quadrant Wealth Management
Oregon
$0
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$3.34M
5
Cerity Partners
5
Cerity Partners
New York
$28.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$896M 46,473,993 +1,017,815 +2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$705M 36,564,561 +2,834,450 +8%
Creative Planning
3
Creative Planning
Kansas
$631M 32,690,969 +598,300 +2%
Charles Schwab
4
Charles Schwab
California
$398M 20,624,854 +1,305,357 +7%
US Bancorp
5
US Bancorp
Minnesota
$391M 20,273,084 +1,773,147 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$120M 6,196,510 -30,685 -0.5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$84.6M 4,383,755 +2,675,540 +157%
MGIA
8
Moneta Group Investment Advisors
Missouri
$65.2M 3,076,176 -231,743 -7%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$58.5M 3,032,541 -116,769 -4%
RA
10
Rational Advisors
New York
$44.3M 2,295,446 -792,758 -26%
MTC
11
Matrix Trust Company
Colorado
$40.3M 2,089,064 +109,342 +6%
Cerity Partners
12
Cerity Partners
New York
$28.5M 543,102 -151,706 -22%
MRC
13
Millburn Ridgefield Corp
New York
$23.7M 1,229,310 +183,245 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.1M 1,200,000 +100,000 +9%
CCA
15
Catalyst Capital Advisors
New York
$21.8M 1,128,632 +127,583 +13%
M&T Bank
16
M&T Bank
New York
$17.6M 912,680 -136 -0%
FM
17
Foster & Motley
Ohio
$16.8M 868,859 -19,942 -2%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$15.7M 814,626 +40,577 +5%
CST
19
Charles Schwab Trust
Nevada
$14.8M 768,449 +423,863 +123%
HFS
20
Hantz Financial Services
Michigan
$13.9M 718,417 +291,630 +68%
Wealthfront Advisers
21
Wealthfront Advisers
California
$12.8M 664,960 -82,135 -11%
BWA
22
BlueSky Wealth Advisors
North Carolina
$12.8M 663,700 +47,368 +8%
LSAG
23
Lake Street Advisors Group
New Hampshire
$12.8M 661,034 +106,686 +19%
Mariner
24
Mariner
Kansas
$9.69M 502,532 +54,356 +12%
Betterment LLC
25
Betterment LLC
New York
$9.54M 494,540 +81,661 +20%
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