SCHH icon

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 %
APA
301
American Portfolios Advisors
New York
$33.7K -$6.55K -400 -16%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$31K +$4.52K +278 +17%
EWM
303
Elmwood Wealth Management
California
$30.2K +$30.2K +1,580 New
TC
304
Tatro Capital
Kentucky
$30K +$30K +1,822 New
CDIA
305
Capital Directions Investment Advisors
Georgia
$28K – – –
TWA
306
TCI Wealth Advisors
Arizona
$27K – – –
AA
307
AlphaMark Advisors
Kentucky
$26K – – –
QAM
308
QCI Asset Management
New York
$26K – – –
ADL
309
Asset Dedication LLC
California
$25K -$2.09K -132 -8%
RDWM
310
Red Door Wealth Management
Tennessee
$25K +$25K +1,546 New
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$23K -$21.7K -1,472 -49%
OSNBOA
312
Old Second National Bank of Aurora
Illinois
$23K – – –
AIP
313
Ameritas Investment Partners
Nebraska
$23K +$23K +1,434 New
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$22K -$38.2K -2,374 -63%
SF
315
Synovus Financial
Georgia
$22K +$16.9K +1,066 +329%
FA
316
Faithward Advisors
Pennsylvania
$21K -$18.3K -1,130 -47%
MWM
317
MBE Wealth Management
Wisconsin
$20K +$20K +1,226 New
CCA
318
Column Capital Advisors
Indiana
$19K -$63.2K -3,874 -77%
ACA
319
Aptus Capital Advisors
Alabama
$19K -$251 -16 -1%
SPIA
320
Steward Partners Investment Advisory
New York
$19K -$163 -10 -0.9%
SWM
321
Sugarloaf Wealth Management
Georgia
$19K – – –
RCA
322
Rowland Carmichael Advisors
Arizona
$18K – – –
HI
323
Hudock Inc
Pennsylvania
$18K +$62 +4 +0.3%
CAAS
324
Capital Asset Advisory Services
Michigan
$18K +$3.83K +244 +27%
SIM
325
Sonora Investment Management
Arizona
$17K +$96 +6 +0.6%
11 12
13
14 15