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Schwab US REIT ETF
SCHH

Overview Fund Activity

376 hedge funds and large institutions have $2.94B invested in Schwab US REIT ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 123 increasing their positions, 157 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-23
Holders Change %
-5.76%
% of All Funds
7.73%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.39%
New
39
Increased
123
Reduced
157
Closed
60
Calls
$688K
Puts
$90K
Net Calls
+$598K
Net Calls Change
-$217K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$18.9M
2
FNC
First National Corp
Massachusetts
+$11.8M
3
EPM
Elm Partners Management
Pennsylvania
+$8.98M
4
MFS
Mirabella Financial Services
United Kingdom
+$6.38M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.08M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$209M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$181M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$65M
4
AA
Alesco Advisors
New York
-$25.6M
5
FEG
Fund Evaluation Group
Ohio
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
226
Enterprise Financial Services Corp (EFSC)
Missouri
$271K – – –
CP
227
Camelot Portfolios
Ohio
$267K +$267K +15,174 New
RBC
228
Roble Belko & Company
Pennsylvania
$264K -$3.4M -192,824 -93%
FVWA
229
Foster Victor Wealth Advisors
South Carolina
$264K +$18.3K +1,040 +7%
CAMG
230
CWA Asset Management Group
Florida
$255K +$1.66K +94 +0.7%
ACA
231
Ascension Capital Advisors
Texas
$245K -$817K -46,378 -77%
NL
232
NWAM LLC
Washington
$245K -$1.2K -68 -0.5%
DP
233
DDD Partners
Washington
$241K +$241K +13,672 New
SFA
234
Sequoia Financial Advisors
Ohio
$240K +$176 +10 +0.1%
ACA
235
Atlas Capital Advisors
Wyoming
$237K +$237K +13,476 New
WOC
236
West Oak Capital
California
$237K -$13.2K -748 -5%
LF
237
Lee Financial
Texas
$237K +$117K +6,650 +98%
PA
238
Pinnacle Associates
New York
$235K +$235K +13,320 New
AWA
239
Acorn Wealth Advisors
Michigan
$233K -$1.31K -74 -0.6%
AWA
240
Alaska Wealth Advisors
Alaska
$233K +$233K +13,226 New
HCM
241
Hengehold Capital Management
Ohio
$230K -$18.8K -1,066 -8%
BRWA
242
B. Riley Wealth Advisors
Florida
$229K -$15.4K -876 -6%
GAM
243
Garrison Asset Management
Arkansas
$225K +$600 +34 +0.3%
IAN
244
Integrated Advisors Network
Texas
$223K -$2.65K -150 -1%
BlackRock
245
BlackRock
New York
$222K +$66.4K +3,778 +43%
PWMAG
246
Pinnacle Wealth Management Advisory Group
New Jersey
$216K +$216K +12,240 New
HA
247
Harborview Advisors
Maine
$205K +$205K +11,636 New
CAN
248
Cetera Advisor Networks
California
$180K +$180K +10,226 New
IA
249
IFP Advisors
Florida
$165K -$15.6K -896 -9%
AWA
250
Arkadios Wealth Advisors
Georgia
$150K +$143K +8,190 +1,923%
8 9
10
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