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Schwab US REIT ETF
SCHH

Overview Fund Activity

352 hedge funds and large institutions have $2.94B invested in Schwab US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-24
Holders Change %
-6.38%
% of All Funds
7.12%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.26%
New
30
Increased
117
Reduced
139
Closed
48
Calls
$784K
Puts
$458K
Net Calls
+$326K
Net Calls Change
-$272K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$439M
2
Charles Schwab
Charles Schwab
California
$217M
3
US Bancorp
US Bancorp
Minnesota
$200M
4
M&T Bank
M&T Bank
New York
$38.7M
5
MTC
Matrix Trust Company
Colorado
$49M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$66.2M
2
CSIA
Charles Schwab Investment Advisory
California
$720M
3
Creative Planning
Creative Planning
Kansas
$517M
4
MFS
Mirabella Financial Services
United Kingdom
$0
5
JIP
JBJ Investment Partners
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$145K +$17.7K +1,000 +14%
WOC
227
West Oak Capital
California
$135K -$104K -5,860 -43%
RA
228
Rational Advisors
New York
$131K +$50.1K +2,822 +62%
CIR
229
Clear Investment Research
Georgia
$130K – – –
PFBT
230
Parkside Financial Bank & Trust
Missouri
$109K -$3.21K -182 -3%
DI
231
Disciplined Investments
Oklahoma
$106K +$177 +10 +0.2%
FRA
232
Front Row Advisors
California
$103K – – –
LFG
233
Larson Financial Group
Missouri
$90K +$497 +28 +0.6%
William Blair & Company
234
William Blair & Company
Illinois
$90K +$52.8K +2,974 +142%
PCIA
235
Prime Capital Investment Advisors
Kansas
$83K -$27.1K -1,536 -25%
PB
236
Pinnacle Bancorp
Nebraska
$71K -$16.8K -946 -19%
TPWA
237
TRUE Private Wealth Advisors
Oregon
$68K +$68K +3,870 New
AWA
238
Arkadios Wealth Advisors
Georgia
$65.3K -$90.3K -5,002 -58%
AA
239
Ancora Advisors
Ohio
$61K – – –
BNP Paribas Financial Markets
240
BNP Paribas Financial Markets
France
$57.3K +$32.6K +1,846 +132%
NIC
241
Northwest Investment Counselors
Oregon
$57K +$57K +3,222 New
Fidelity Investments
242
Fidelity Investments
Massachusetts
$56K +$24.3K +1,368 +77%
BFC
243
Bedel Financial Consulting
Indiana
$50K +$107 +6 +0.2%
GRP
244
Global Retirement Partners
California
$50K +$5.27K +296 +12%
GAM
245
Gemmer Asset Management
California
$49K -$3.72M -212,352 -99%
CFO
246
CVA Family Office
Colorado
$49K +$106 +6 +0.2%
SIS
247
SVB Investment Services
Utah
$46K -$14.1K -790 -23%
CIAS
248
Capital Investment Advisory Services
North Carolina
$45K -$41K -2,338 -48%
BW
249
Bison Wealth
Georgia
$45K +$820 +46 +2%
RCC
250
Red Cedar Capital
Nebraska
$43K – – –
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