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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
+$137M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$63.1M
3
US Bancorp
US Bancorp
Minnesota
+$51.2M
4
M&T Bank
M&T Bank
New York
+$47.8M
5
Creative Planning
Creative Planning
Kansas
+$42.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$38.5M
2
PFG
Piershale Financial Group
Illinois
-$16.2M
3
Ameriprise
Ameriprise
Minnesota
-$11.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.57M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$7.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
251
Garrison Asset Management
Arkansas
$208K -$360 -22 -0.2%
V
252
Veritable
Delaware
$203K +$203K +12,428 New
TCM
253
Tradewinds Capital Management
Washington
$184K -$557K -34,004 -75%
AIA
254
Armor Investment Advisors
North Carolina
$180K +$86.8K +5,318 +93%
SFS
255
Sowell Financial Services
Arkansas
$178K +$18.6K +1,140 +12%
IA
256
IFP Advisors
Florida
$168K +$27.6K +1,706 +20%
BlackRock
257
BlackRock
New York
$145K -$449K -27,428 -76%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$145K +$110K +6,758 +320%
CIAS
259
Capital Investment Advisory Services
North Carolina
$137K +$124K +7,594 +976%
NFG
260
Next Financial Group
Texas
$134K +$7.21K +440 +6%
TIM
261
Tortoise Investment Management
New York
$118K +$108K +6,600 +1,082%
LF
262
Lee Financial
Texas
$112K -$3.98K -242 -3%
PFBT
263
Parkside Financial Bank & Trust
Missouri
$109K +$22.8K +1,390 +26%
DI
264
Disciplined Investments
Oklahoma
$99K +$8.35K +508 +9%
CIR
265
Clear Investment Research
Georgia
$98K – – –
WCM
266
Wealthcare Capital Management
Virginia
$90K -$8.7K -530 -9%
LFG
267
Larson Financial Group
Missouri
$89K +$18.4K +1,124 +26%
FRA
268
Front Row Advisors
California
$88K +$20.1K +1,146 +30%
GRP
269
Global Retirement Partners
California
$86K +$86K +5,224 New
SIS
270
SVB Investment Services
Utah
$69K – – –
PGAM
271
Princeton Global Asset Management
New Jersey
$61K -$108K -6,616 -64%
AIA
272
Arcadia Investment Advisors
Idaho
$59.2K -$1.69M -103,310 -97%
MA
273
MUFG Americas
New York
$56K +$56K +3,400 New
Citigroup
274
Citigroup
New York
$55K +$28.8K +1,746 +110%
TL
275
TrueWealth LLC
Georgia
$52K -$22.9K -1,394 -31%
9 10
11
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