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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 %
CWM
301
Cedar Wealth Management
California
$6K – – –
SBL
302
Sargent Bickham Lagudis
Colorado
$6K – – –
LDFR
303
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
FWP
304
FAS Wealth Partners
Kansas
$6K +$65 +4 +1%
DSC
305
Duncker Streett & Co
Missouri
$6K +$1.2K +70 +25%
CPW
306
Catalyst Private Wealth
California
$6K +$6K +324 New
TF
307
TimeScale Financial
Massachusetts
$5K +$5K +300 New
MF
308
Manchester Financial
California
$4K -$1.14M -68,464 -100%
BC
309
Bartlett & Co
Ohio
$4K – – –
HCM
310
Horrell Capital Management
Arkansas
$4K – – –
WP
311
WealthShield Partners
North Carolina
$4K – – –
PK
312
Pflug Koory
Nebraska
$4K – – –
BAM
313
Bellevue Asset Management
Washington
$4K – – –
VCM
314
Vigilant Capital Management
Maine
$4K +$4K +242 New
BCWM
315
Bartlett & Co Wealth Management
Ohio
$3.54K – – –
SWA
316
Sutton Wealth Advisors
Florida
$3.36K -$601 -34 -15%
ACA
317
Aptus Capital Advisors
Alabama
$3K -$30 -2 -1%
VCM
318
Versant Capital Management
Arizona
$3K – – –
JCM
319
Jacobi Capital Management
Pennsylvania
$3K – – –
CG
320
Cutler Group
California
$3K +$3K +200 New
SPIA
321
Steward Partners Investment Advisory
New York
$2K -$15.1K -648 -88%
LFG
322
LifePlan Financial Group
Ohio
$2K -$7.11K -334 -78%
ME
323
McIlrath & Eck
Washington
$2K -$1.81K -116 -48%
CMBA
324
C.M. Bidwell & Associates
Hawaii
$2K – – –
DAM
325
Delta Asset Management
Tennessee
$2K – – –
11 12
13
14 15