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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 %
SMG
251
Spectrum Management Group
Indiana
$42K – – –
SA
252
SRH Advisors
Kansas
$42K +$175 +10 +0.4%
PGAM
253
Princeton Global Asset Management
New Jersey
$41K -$7.75K -442 -16%
MA
254
MUFG Americas
New York
$39K – – –
CHA
255
Carmichael Hill & Associates
Maryland
$35K – – –
LF
256
Lee Financial
Texas
$34K -$202K -11,526 -86%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$33K -$34.6K -1,982 -51%
BEI
258
Benjamin Edwards Inc
Missouri
$32K +$7.21K +404 +29%
APA
259
American Portfolios Advisors
New York
$29.1K +$1.49K +84 +5%
CDIA
260
Capital Directions Investment Advisors
Georgia
$28K – – –
AA
261
AlphaMark Advisors
Kentucky
$28K – – –
ADL
262
Asset Dedication LLC
California
$27K -$992 -56 -4%
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$27K -$220 -12 -0.8%
Northern Trust
264
Northern Trust
Illinois
$26K +$1.47K +42 +6%
SIM
265
Sonora Investment Management
Arizona
$26K +$6.99K +394 +37%
IBOK
266
Independence Bank of Kentucky
Kentucky
$26K +$26K +1,484 New
OSNBOA
267
Old Second National Bank of Aurora
Illinois
$25K – – –
AIP
268
Ameritas Investment Partners
Nebraska
$25K – – –
TRCT
269
Tower Research Capital (TRC)
New York
$24K -$517K -28,844 -96%
S
270
SignatureFD
Georgia
$24K +$179 +10 +0.8%
FA
271
Faithward Advisors
Pennsylvania
$23K +$140 +8 +0.6%
TWA
272
TCI Wealth Advisors
Arizona
$22K – – –
SWM
273
Sugarloaf Wealth Management
Georgia
$21K – – –
CCA
274
Column Capital Advisors
Indiana
$21K +$424 +24 +2%
HR
275
Howe & Rusling
New York
$21K +$2.11K +118 +11%
9 10
11
12 13