SCHH icon

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 %
JPMorgan Chase & Co
276
JPMorgan Chase & Co
New York
$46K -$7.16K -406 -13%
GRP
277
Global Retirement Partners
California
$44K -$47.4K -2,710 -52%
BW
278
Bison Wealth
Georgia
$44K – – –
RCC
279
Red Cedar Capital
Nebraska
$43K +$283 +16 +0.7%
SA
280
SRH Advisors
Kansas
$42K -$10.4K -592 -20%
SMG
281
Spectrum Management Group
Indiana
$42K – – –
MA
282
MUFG Americas
New York
$39K -$21.3K -1,200 -35%
William Blair & Company
283
William Blair & Company
Illinois
$37K -$16.7K -948 -31%
CHA
284
Carmichael Hill & Associates
Maryland
$35K -$17.7K -1,000 -34%
Fidelity Investments
285
Fidelity Investments
Massachusetts
$31K -$18.5K -1,068 -37%
MWA
286
MFA Wealth Advisors
Pennsylvania
$29.7K -$556K -31,556 -95%
CDIA
287
Capital Directions Investment Advisors
Georgia
$28K -$2.76K -156 -9%
AA
288
AlphaMark Advisors
Kentucky
$28K – – –
ADL
289
Asset Dedication LLC
California
$28K – – –
APA
290
American Portfolios Advisors
New York
$27.5K -$8.77K -498 -24%
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$27K -$7.07K -396 -21%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$26K -$1.33K -76 -5%
RDWM
293
Red Door Wealth Management
Tennessee
$26K -$726 -42 -3%
AIP
294
Ameritas Investment Partners
Nebraska
$25K – – –
OSNBOA
295
Old Second National Bank of Aurora
Illinois
$25K – – –
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
$24.5K +$8.42K +478 +52%
BEI
297
Benjamin Edwards Inc
Missouri
$24K +$8.02K +464 +50%
S
298
SignatureFD
Georgia
$23K -$16.5K -956 -42%
FA
299
Faithward Advisors
Pennsylvania
$23K +$141 +8 +0.6%
TWA
300
TCI Wealth Advisors
Arizona
$22K -$7.16K -412 -25%
10 11
12
13 14