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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 %
HFS
326
Hantz Financial Services
Michigan
$2K – – –
SFSG
327
Stearns Financial Services Group
North Carolina
$2K – – –
EWM
328
Elmwood Wealth Management
California
$2K – – –
SWM
329
Selective Wealth Management
Virginia
$2K – – –
FWM
330
Focused Wealth Management
New York
$2K +$388 +26 +24%
IA
331
Independence Advisors
Pennsylvania
$2K +$577 +30 +41%
FFA
332
Founders Financial Alliance
North Carolina
$2K +$2K +126 New
JWM
333
JFG Wealth Management
Colorado
$1.5K +$1.5K +84 New
TCM
334
Tradewinds Capital Management
Washington
$1K -$3.5K -140 -78%
TFGT
335
TS Financial Group (TSFG)
Illinois
$1K – – –
GI
336
Gradient Investments
Minnesota
$1K – – –
CA
337
Clearstead Advisors
Ohio
$1K – – –
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
MSFP
339
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
BWL
340
Bogart Wealth LLC
Virginia
$1K – – –
WCG
341
Weaver Consulting Group
California
$1K – – –
AAP
342
Arax Advisory Partners
Colorado
$1K – – –
EK
343
Evensky & Katz
Florida
$1K +$67 +2 +7%
SL
344
Savior LLC
Massachusetts
$1K +$1K +32 New
BBL
345
Beck Bode LLC
Massachusetts
$1K +$1K +42 New
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$693 -$8 -448 -1%
KFS
347
Kelly Financial Services
Massachusetts
$220 – – –
MFS
348
Mirabella Financial Services
United Kingdom
– -$6.38M -362,400 Closed
JIP
349
JBJ Investment Partners
South Carolina
– -$6.13M -347,810 Closed
HHRDM
350
H&H Retirement Design & Management
Nevada
– -$5.51M -312,764 Closed
12 13
14
15 16