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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 %
SWA
326
Sutton Wealth Advisors
Florida
$3.72K +$114 +6 +3%
FWP
327
FAS Wealth Partners
Kansas
$3K -$3.49K -198 -54%
CFGS
328
Concourse Financial Group Securities
Alabama
$3K -$2.67K -160 -47%
DAM
329
Delta Asset Management
Tennessee
$3K – – –
ACA
330
Aptus Capital Advisors
Alabama
$3K – – –
JCM
331
Jacobi Capital Management
Pennsylvania
$3K – – –
FWM
332
Focused Wealth Management
New York
$3K +$635 +36 +27%
AAP
333
Arax Advisory Partners
Colorado
$3K +$1.87K +102 +165%
HS
334
Horan Securities
United States
$3K +$3K +136 New
SIAG
335
Safeguard Investment Advisory Group
California
$3K +$3K +164 New
SFC
336
SYM Financial Corp
Indiana
$3K +$3K +166 New
BIP
337
Blueprint Investment Partners
North Carolina
$2.19K -$2.18M -115,340 -100%
RCA
338
Rowland Carmichael Advisors
Arizona
$2K -$22.6K -1,018 -92%
CMBA
339
C.M. Bidwell & Associates
Hawaii
$2K – – –
HFS
340
Hantz Financial Services
Michigan
$2K – – –
ME
341
McIlrath & Eck
Washington
$2K – – –
SWM
342
Selective Wealth Management
Virginia
$2K +$36 +2 +2%
AWM
343
Aberdeen Wealth Management
Illinois
$2K +$2K +100 New
SWA
344
SOA Wealth Advisors
New York
$2K +$2K +140 New
TRCT
345
Tower Research Capital (TRC)
New York
$1K -$46.9K -1,312 -98%
SPIA
346
Steward Partners Investment Advisory
New York
$1K -$387 -24 -28%
GI
347
Gradient Investments
Minnesota
$1K – – –
MSFP
348
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
TCM
349
Tradewinds Capital Management
Washington
$1K – – –
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
12 13
14
15 16