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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
+$76.9M
2
Charles Schwab
Charles Schwab
California
+$38.7M
3
CSIA
Charles Schwab Investment Advisory
California
+$17.5M
4
US Bancorp
US Bancorp
Minnesota
+$11.5M
5
AWM
AE Wealth Management
Kansas
+$10.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$8.24M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.01M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.15M
4
AIM
Aurora Investment Managers
Florida
-$5.75M
5
FNC
First National Corp
Massachusetts
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWCC
301
B&D White Capital Company
Texas
$11K +$11K +584 New
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$10K -$1.36K -72 -12%
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$10K – – –
VNA
304
Valley National Advisers
Pennsylvania
$10K – – –
OIA
305
Optimum Investment Advisors
Illinois
$10K +$586 +32 +6%
WWM
306
Wagner Wealth Management
South Carolina
$10K +$10K +524 New
William Blair & Company
307
William Blair & Company
Illinois
$9K -$82.3K -4,574 -90%
AWA
308
Arkadios Wealth Advisors
Georgia
$8K -$59.9K -3,188 -88%
PGAM
309
Princeton Global Asset Management
New Jersey
$8K -$36.1K -1,914 -82%
JPMorgan Chase & Co
310
JPMorgan Chase & Co
New York
$8K -$4.59K -226 -36%
PO
311
Private Ocean
California
$8K +$116 +6 +1%
CWM
312
Cedar Wealth Management
California
$8K +$1.82K +100 +29%
DSC
313
Duncker Streett & Co
Missouri
$7K – – –
SBL
314
Sargent Bickham Lagudis
Colorado
$7K – – –
IRC
315
Investors Research Corp
Georgia
$7K – – –
LDFR
316
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
NFSG
317
Newbridge Financial Services Group
Florida
$6K -$11.5K -600 -66%
APWA
318
Atlas Private Wealth Advisors
New Jersey
$6K +$6K +310 New
MF
319
Manchester Financial
California
$5K – – –
COCM
320
Charter Oak Capital Management
New Hampshire
$5K +$5K +240 New
WWM
321
Wolff Wiese Magana
California
$5K +$5K +250 New
HCM
322
Horrell Capital Management
Arkansas
$4K – – –
PK
323
Pflug Koory
Nebraska
$4K – – –
BAM
324
Bellevue Asset Management
Washington
$4K – – –
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.8K -$9.49K -500 -71%
11 12
13
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