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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 %
William Blair & Company
276
William Blair & Company
Illinois
$50K -$1.15M -70,398 -96%
JPMorgan Chase & Co
277
JPMorgan Chase & Co
New York
$50K -$1.03M -62,296 -95%
PB
278
Pinnacle Bancorp
Nebraska
$50K +$35.3K +2,142 +239%
CHA
279
Carmichael Hill & Associates
Maryland
$49K – – –
SA
280
SRH Advisors
Kansas
$49K +$99 +6 +0.2%
AIC
281
Ameritas Investment Company
Nebraska
$49K +$49K +3,090 New
BBPWM
282
Blue Bell Private Wealth Management
Pennsylvania
$47K -$2.79K -172 -6%
CFO
283
CVA Family Office
Colorado
$47K +$47K +2,862 New
OPS
284
Orion Portfolio Solutions
Nebraska
$46K -$47.6K -2,916 -51%
Fidelity Investments
285
Fidelity Investments
Massachusetts
$46K -$26K -1,612 -36%
Simplex Trading
286
Simplex Trading
Illinois
$46K +$16.9K +1,052 +58%
BFC
287
Bedel Financial Consulting
Indiana
$45K +$65 +4 +0.1%
RA
288
Rational Advisors
New York
$44K -$158K -9,548 -78%
TC
289
Truvestments Capital
Florida
$43K +$43K +2,668 New
BW
290
Bison Wealth
Georgia
$41K -$28.2K -1,706 -41%
BWA
291
Burt Wealth Advisors
Maryland
$41K – – –
HI
292
Human Investing
Oregon
$41K +$41K +2,490 New
RCC
293
Red Cedar Capital
Nebraska
$40K +$132 +8 +0.3%
SMG
294
Spectrum Management Group
Indiana
$39K – – –
CS
295
Capital Square
Tennessee
$38K +$38K +2,350 New
S
296
SignatureFD
Georgia
$37K -$13.2K -818 -26%
JPLA
297
Joseph P. Lucia & Associates
New York
$37K – – –
BMM
298
Berkshire Money Management
Massachusetts
$36K +$36K +2,178 New
VCP
299
Verus Capital Partners
Arizona
$34K -$20.5K -1,248 -38%
PO
300
Private Ocean
California
$34K – – –
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