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Schwab US REIT ETF
SCHH

Overview Fund Activity

399 hedge funds and large institutions have $3.3B invested in Schwab US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-29
Holders Change %
-6.78%
% of All Funds
8.81%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.53%
New
61
Increased
145
Reduced
139
Closed
83
Calls
$954K
Puts
$139K
Net Calls
+$815K
Net Calls Change
-$1.24M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$200M
2
Financial Engines Advisors
Financial Engines Advisors
California
$395M
3
US Bancorp
US Bancorp
Minnesota
$162M
4
M&T Bank
M&T Bank
New York
$47.8M
5
Creative Planning
Creative Planning
Kansas
$491M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$867M
2
PFG
Piershale Financial Group
Illinois
$0
3
Ameriprise
Ameriprise
Minnesota
$8.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
226
ProVise Management Group
Florida
$292K -$172K -10,480 -37%
KC
227
Kingfisher Capital
North Carolina
$289K -$28.4K -1,738 -9%
AFAS
228
Acorn Financial Advisory Services
Virginia
$287K +$5.56K +342 +2%
FNBT
229
FineMark National Bank & Trust
Florida
$286K – – –
MWM
230
Merriman Wealth Management
Washington
$277K +$2.62K +160 +1%
PA
231
Parallel Advisors
California
$275K +$203K +12,444 +283%
VFA
232
Valeo Financial Advisors
Indiana
$274K -$5.58K -304 -2%
PWA
233
Peterson Wealth Advisors
Utah
$258K +$258K +15,736 New
IB
234
Intrust Bank
Kansas
$255K +$7.66K +468 +3%
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$32.5K -1,984 -11%
CI
236
CX Institutional
Indiana
$247K +$24.3K +1,486 +11%
KWM
237
Kingsview Wealth Management
Oregon
$246K +$15.6K +954 +7%
Renaissance Technologies
238
Renaissance Technologies
New York
$239K +$85.1K +5,200 +55%
NDSI
239
Newman Dignan & Sheerar Inc
Rhode Island
$237K -$10K -580 -4%
CAMG
240
CWA Asset Management Group
Florida
$236K -$12.3K -748 -5%
WOC
241
West Oak Capital
California
$233K +$89.5K +5,460 +62%
HCM
242
Hengehold Capital Management
Ohio
$231K -$11K -670 -5%
FVWA
243
Foster Victor Wealth Advisors
South Carolina
$229K -$3.09K -188 -1%
BRWA
244
B. Riley Wealth Advisors
Florida
$227K -$25.4K -1,554 -10%
PS
245
Portfolio Solutions
Michigan
$225K +$225K +13,724 New
SFA
246
Sequoia Financial Advisors
Ohio
$223K +$22.3K +1,364 +11%
AWA
247
Acorn Wealth Advisors
Michigan
$213K -$50.9K -3,170 -19%
FWCM
248
Ferguson Wellman Capital Management
Oregon
$210K -$24.6K -1,500 -10%
FMWA
249
Forvis Mazars Wealth Advisors
Missouri
$210K +$210K +12,800 New
IAN
250
Integrated Advisors Network
Texas
$209K +$31.4K +1,922 +18%
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