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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 %
CIR
251
Clear Investment Research
Georgia
$129K -$924K -52,660 -88%
TIM
252
Tortoise Investment Management
New York
$127K – – –
PFBT
253
Parkside Financial Bank & Trust
Missouri
$112K -$5K -284 -4%
PCIA
254
Prime Capital Investment Advisors
Kansas
$110K -$589K -33,436 -84%
DI
255
Disciplined Investments
Oklahoma
$105K -$950 -54 -0.9%
HI
256
Human Investing
Oregon
$105K +$61.4K +3,500 +141%
FRA
257
Front Row Advisors
California
$95K +$7.02K +400 +8%
LFG
258
Larson Financial Group
Missouri
$89K -$6.84K -388 -7%
PB
259
Pinnacle Bancorp
Nebraska
$87K +$33.5K +1,902 +63%
CIAS
260
Capital Investment Advisory Services
North Carolina
$86K -$60.8K -3,468 -41%
RA
261
Rational Advisors
New York
$80K +$33.3K +1,898 +71%
PG
262
Proffitt & Goodson
Tennessee
$71K +$71K +4,016 New
BWM
263
BerganKDV Wealth Management
Minnesota
$70K -$2.59M -146,598 -97%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$68K -$87.8K -5,000 -56%
CL
265
Cabana LLC
Arkansas
$65K +$65K +3,694 New
OPS
266
Orion Portfolio Solutions
Nebraska
$62K +$12.1K +680 +24%
AA
267
Ancora Advisors
Ohio
$61K -$277K -15,720 -82%
SIS
268
SVB Investment Services
Utah
$59K -$15.2K -866 -20%
Simplex Trading
269
Simplex Trading
Illinois
$57K +$7K +400 +14%
TL
270
TrueWealth LLC
Georgia
$52K -$3.51K -200 -6%
BBPWM
271
Blue Bell Private Wealth Management
Pennsylvania
$50K -$2.77K -152 -5%
CFO
272
CVA Family Office
Colorado
$49K -$1.89K -106 -4%
BFC
273
Bedel Financial Consulting
Indiana
$49K +$942 +54 +2%
PGAM
274
Princeton Global Asset Management
New Jersey
$48K -$16.3K -942 -25%
PWP
275
Principle Wealth Partners
Connecticut
$48K +$48K +2,738 New
9 10
11
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