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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
+$76.9M
2
Charles Schwab
Charles Schwab
California
+$38.7M
3
CSIA
Charles Schwab Investment Advisory
California
+$17.5M
4
US Bancorp
US Bancorp
Minnesota
+$11.5M
5
AWM
AE Wealth Management
Kansas
+$10.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$8.24M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.01M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.15M
4
AIM
Aurora Investment Managers
Florida
-$5.75M
5
FNC
First National Corp
Massachusetts
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
251
Quadrant Capital Group
Ohio
$58K +$58K +3,078 New
GAM
252
Gemmer Asset Management
California
$56K +$2.74K +144 +5%
BFC
253
Bedel Financial Consulting
Indiana
$54K +$229 +12 +0.4%
CFO
254
CVA Family Office
Colorado
$53K +$115 +6 +0.2%
SIS
255
SVB Investment Services
Utah
$49K – – –
WT
256
Whittier Trust
California
$49K +$49K +2,600 New
BW
257
Bison Wealth
Georgia
$48K +$452 +24 +1%
RCC
258
Red Cedar Capital
Nebraska
$46K – – –
SA
259
SRH Advisors
Kansas
$46K +$267 +14 +0.6%
MFA
260
McClarren Financial Advisors
Pennsylvania
$42K +$42K +2,214 New
MCC
261
Money Concepts Capital
Florida
$42K +$42K +2,238 New
WTC
262
WhitTier Trust Company
Nevada
$38K +$38K +2,000 New
CHA
263
Carmichael Hill & Associates
Maryland
$37K – – –
BEI
264
Benjamin Edwards Inc
Missouri
$37K +$2.61K +136 +8%
SFP
265
Sterling Financial Planning
New Jersey
$36K +$36K +1,882 New
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$35K -$1.35K -70 -4%
CIAS
267
Capital Investment Advisory Services
North Carolina
$34K -$14.8K -778 -30%
LFG
268
Larson Financial Group
Missouri
$32K -$65K -3,400 -67%
LF
269
Lee Financial
Texas
$32K -$4.99K -262 -13%
MA
270
MUFG Americas
New York
$30K -$11.3K -600 -27%
CDIA
271
Capital Directions Investment Advisors
Georgia
$30K – – –
ADL
272
Asset Dedication LLC
California
$29K – – –
Citigroup
273
Citigroup
New York
$28K +$10.8K +560 +63%
OSNBOA
274
Old Second National Bank of Aurora
Illinois
$27K – – –
S
275
SignatureFD
Georgia
$26K +$230 +12 +0.9%
9 10
11
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