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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 %
JPLA
301
Joseph P. Lucia & Associates
New York
$21K -$19.6K -1,090 -48%
CCA
302
Column Capital Advisors
Indiana
$20K – – –
RCA
303
Rowland Carmichael Advisors
Arizona
$20K – – –
HI
304
Hudock Inc
Pennsylvania
$20K +$138 +8 +0.7%
VFA
305
Valeo Financial Advisors
Indiana
$19K -$239K -13,838 -93%
Citigroup
306
Citigroup
New York
$19K -$41.3K -2,284 -68%
SWM
307
Sugarloaf Wealth Management
Georgia
$19K – – –
HR
308
Howe & Rusling
New York
$19K – – –
SIM
309
Sonora Investment Management
Arizona
$19K +$106 +6 +0.6%
AWM
310
Atticus Wealth Management
Florida
$17K +$3.61K +204 +27%
SFG
311
Sowa Financial Group
Rhode Island
$15K – – –
HNB
312
Huntington National Bank
Ohio
$14K – – –
TC
313
Truvestments Capital
Florida
$13K -$33.5K -1,922 -72%
SPIA
314
Steward Partners Investment Advisory
New York
$13K -$7.65K -432 -37%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
CAAS
316
Capital Asset Advisory Services
Michigan
$12K -$8.59K -478 -42%
EDRH
317
Edmond de Rothschild Holding
Switzerland
$12K +$12K +700 New
Northern Trust
318
Northern Trust
Illinois
$12K +$12K +700 New
BC
319
Barnett & Company
Tennessee
$11K – – –
HFA
320
Hoover Financial Advisors
Pennsylvania
$11K +$11K +648 New
VNA
321
Valley National Advisers
Pennsylvania
$10K – – –
OIA
322
Optimum Investment Advisors
Illinois
$10K +$507 +30 +5%
GWMIA
323
Global Wealth Management Investment Advisory
Florida
$9K -$2.28K -130 -20%
JHCP
324
Jackson Hole Capital Partners
Oklahoma
$9K – – –
LFG
325
LifePlan Financial Group
Ohio
$8K -$4.71K -252 -37%
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