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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
$549M
2
Charles Schwab
Charles Schwab
California
$272M
3
CSIA
Charles Schwab Investment Advisory
California
$790M
4
US Bancorp
US Bancorp
Minnesota
$227M
5
AWM
AE Wealth Management
Kansas
$11.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
$33.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$63.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$338K
4
AIM
Aurora Investment Managers
Florida
$0
5
FNC
First National Corp
Massachusetts
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
276
Qube Research & Technologies (QRT)
United Kingdom
$25K +$25K +1,310 New
TWA
277
TCI Wealth Advisors
Arizona
$24K – – –
CCA
278
Column Capital Advisors
Indiana
$23K +$306 +16 +1%
SWM
279
Sugarloaf Wealth Management
Georgia
$22K – – –
HI
280
Hudock Inc
Pennsylvania
$22K +$223 +12 +1%
SIM
281
Sonora Investment Management
Arizona
$21K -$6.69K -354 -24%
AWM
282
Atticus Wealth Management
Florida
$21K +$2.62K +138 +14%
FPCG
283
Fort Pitt Capital Group
Pennsylvania
$21K +$21K +1,096 New
IA
284
Inspire Advisors
Idaho
$21K +$21K +1,100 New
HR
285
Howe & Rusling
New York
$20K -$2.24K -118 -10%
BWM
286
BerganKDV Wealth Management
Minnesota
$20K +$2.23K +116 +13%
APA
287
American Portfolios Advisors
New York
$19.1K -$12.2K -640 -39%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$18K -$8.84K -484 -33%
CG
289
Cutler Group
California
$18K +$14.4K +800 +400%
JPLA
290
Joseph P. Lucia & Associates
New York
$17K +$17K +870 New
GRP
291
Global Retirement Partners
California
$16K -$38.7K -1,988 -71%
SFG
292
Sowa Financial Group
Rhode Island
$16K – – –
HI
293
Human Investing
Oregon
$16K +$155 +8 +1%
FCH
294
Freestone Capital Holdings
Washington
$15.2K +$15.2K +800 New
HNB
295
Huntington National Bank
Ohio
$15K -$14K – –
WFA
296
West Financial Advisors
Iowa
$14K +$14K +714 New
TC
297
Truvestments Capital
Florida
$14K +$14K +760 New
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
EDRH
299
Edmond de Rothschild Holding
Switzerland
$13K – – –
CAAS
300
Capital Asset Advisory Services
Michigan
$13K – – –
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12
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