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Schwab US REIT ETF
SCHH

Overview Fund Activity

363 hedge funds and large institutions have $3.31B invested in Schwab US REIT ETF in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 128 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
6.44%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
53
Increased
125
Reduced
128
Closed
38
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$322K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$549M
2
Charles Schwab
Charles Schwab
California
$272M
3
CSIA
Charles Schwab Investment Advisory
California
$790M
4
US Bancorp
US Bancorp
Minnesota
$227M
5
AWM
AE Wealth Management
Kansas
$11.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
$33.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$63.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$338K
4
AIM
Aurora Investment Managers
Florida
$0
5
FNC
First National Corp
Massachusetts
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
226
Portfolio Solutions
Michigan
$260K -$63.3K -3,332 -20%
SFS
227
Sowell Financial Services
Arkansas
$256K -$217K -11,416 -46%
BFA
228
Bluestem Financial Advisors
Illinois
$255K +$1.14K +60 +0.4%
BFG
229
Baron Financial Group
New Jersey
$247K -$200K -10,530 -45%
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$226K -$6.65K -350 -3%
IAN
231
Integrated Advisors Network
Texas
$225K -$14.6K -770 -6%
RMC
232
Regis Management Company
California
$220K – – –
LWM
233
Laidlaw Wealth Management
New York
$219K +$219K +11,520 New
SFA
234
Sequoia Financial Advisors
Ohio
$218K -$41.2K -2,168 -16%
BlackRock
235
BlackRock
New York
$213K -$9K -474 -4%
SFS
236
Summit Financial Strategies
Ohio
$207K +$207K +10,918 New
IA
237
IFP Advisors
Florida
$191K +$10.7K +564 +6%
NFG
238
Next Financial Group
Texas
$180K +$13.8K +726 +8%
BNP Paribas Financial Markets
239
BNP Paribas Financial Markets
France
$179K +$118K +6,202 +191%
CIR
240
Clear Investment Research
Georgia
$140K – – –
WOC
241
West Oak Capital
California
$137K -$7.6K -400 -5%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$121K +$3.98K +210 +3%
ACA
243
Atlas Capital Advisors
Wyoming
$115K +$115K +6,066 New
TFS
244
TrustCore Financial Services
Tennessee
$107K -$167K -8,832 -61%
FRA
245
Front Row Advisors
California
$100K -$2.66K -140 -3%
DI
246
Disciplined Investments
Oklahoma
$89K -$24.9K -1,308 -22%
PB
247
Pinnacle Bancorp
Nebraska
$79K +$2.9K +152 +4%
PCIA
248
Prime Capital Investment Advisors
Kansas
$78K -$11.1K -588 -12%
AA
249
Ancora Advisors
Ohio
$66K – – –
Fidelity Investments
250
Fidelity Investments
Massachusetts
$59K -$567 -30 -1%
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