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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 %
RCA
276
Rowland Carmichael Advisors
Arizona
$20K – – –
HI
277
Hudock Inc
Pennsylvania
$20K +$137 +8 +0.7%
AWM
278
Atticus Wealth Management
Florida
$17K +$140 +8 +0.8%
BWM
279
BerganKDV Wealth Management
Minnesota
$16K -$52.6K -3,038 -77%
Citigroup
280
Citigroup
New York
$16K -$2.79K -156 -15%
NFSG
281
Newbridge Financial Services Group
Florida
$16K +$16K +914 New
HI
282
Human Investing
Oregon
$15K -$94.6K -5,170 -86%
SFG
283
Sowa Financial Group
Rhode Island
$15K – – –
HNB
284
Huntington National Bank
Ohio
$14K -$14K – –
PFS
285
Prospera Financial Services
Texas
$14K +$14K +770 New
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K +$8.84K +500 +250%
EDRH
288
Edmond de Rothschild Holding
Switzerland
$12K – – –
CAAS
289
Capital Asset Advisory Services
Michigan
$12K – – –
JPMorgan Chase & Co
290
JPMorgan Chase & Co
New York
$11K -$35.3K -1,988 -76%
BC
291
Barnett & Company
Tennessee
$11K – – –
HFA
292
Hoover Financial Advisors
Pennsylvania
$11K – – –
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$10K -$15.1K -910 -60%
VNA
294
Valley National Advisers
Pennsylvania
$10K -$800 -44 -7%
OIA
295
Optimum Investment Advisors
Illinois
$9K -$1.37K -78 -13%
JHCP
296
Jackson Hole Capital Partners
Oklahoma
$9K – – –
Simplex Trading
297
Simplex Trading
Illinois
$8K -$49.1K -2,800 -86%
IRC
298
Investors Research Corp
Georgia
$7K – – –
PO
299
Private Ocean
California
$7K +$34 +2 +0.5%
SBL
300
Sargent Bickham Lagudis
Colorado
$6K – – –
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12
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