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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
$193M
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
$724M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$90M
3
Financial Engines Advisors
Financial Engines Advisors
California
$360M
4
AA
Alesco Advisors
New York
$2.84M
5
FEG
Fund Evaluation Group
Ohio
$7.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
326
Private Ocean
California
$7K -$29.6K -1,716 -81%
IRC
327
Investors Research Corp
Georgia
$7K – – –
MCM
328
Manchester Capital Management
Vermont
$7K +$7K +370 New
CWM
329
Cedar Wealth Management
California
$6K -$3.35K -190 -36%
CFGS
330
Concourse Financial Group Securities
Alabama
$6K – – –
SBL
331
Sargent Bickham Lagudis
Colorado
$6K – – –
LDFR
332
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
LWM
333
Liberty Wealth Management
California
$6K +$34 +2 +0.6%
FWP
334
FAS Wealth Partners
Kansas
$6K +$33 +2 +0.6%
DSC
335
Duncker Streett & Co
Missouri
$5K – – –
HCM
336
Horrell Capital Management
Arkansas
$4K – – –
BAM
337
Bellevue Asset Management
Washington
$4K – – –
BC
338
Bartlett & Co
Ohio
$4K – – –
ME
339
McIlrath & Eck
Washington
$4K – – –
WP
340
WealthShield Partners
North Carolina
$4K – – –
PK
341
Pflug Koory
Nebraska
$4K – – –
SWA
342
Sutton Wealth Advisors
Florida
$3.95K -$7.12K -404 -64%
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.52K – – –
BCWM
344
Bartlett & Co Wealth Management
Ohio
$3.52K – – –
TCM
345
Tradewinds Capital Management
Washington
$3K -$184K -11,056 -98%
ACA
346
Aptus Capital Advisors
Alabama
$3K -$15K -1,010 -83%
VCM
347
Versant Capital Management
Arizona
$3K – – –
JCM
348
Jacobi Capital Management
Pennsylvania
$3K +$3K +154 New
RMC
349
Regis Management Company
California
$2.05K +$2.05K +11,612 New
EWM
350
Elmwood Wealth Management
California
$2K -$29.6K -1,480 -94%
12 13
14
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