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Schwab US REIT ETF
SCHH

Overview Fund Activity

399 hedge funds and large institutions have $3.3B invested in Schwab US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-29
Holders Change %
-6.78%
% of All Funds
8.81%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.53%
New
61
Increased
145
Reduced
139
Closed
83
Calls
$954K
Puts
$139K
Net Calls
+$815K
Net Calls Change
-$1.24M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$200M
2
Financial Engines Advisors
Financial Engines Advisors
California
$395M
3
US Bancorp
US Bancorp
Minnesota
$162M
4
M&T Bank
M&T Bank
New York
$47.8M
5
Creative Planning
Creative Planning
Kansas
$491M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$867M
2
PFG
Piershale Financial Group
Illinois
$0
3
Ameriprise
Ameriprise
Minnesota
$8.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
351
Duncker Streett & Co
Missouri
$5K – – –
WP
352
WealthShield Partners
North Carolina
$4K -$3.42K -214 -46%
ME
353
McIlrath & Eck
Washington
$4K – – –
PK
354
Pflug Koory
Nebraska
$4K – – –
HCM
355
Horrell Capital Management
Arkansas
$4K – – –
OAM
356
Oppenheimer Asset Management
New York
$4K – – –
AF
357
Allworth Financial
California
$4K – – –
FWM
358
Filbrandt Wealth Management
Wisconsin
$4K +$4K +214 New
BCWM
359
Bartlett & Co Wealth Management
Ohio
$3.27K – – –
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.27K – – –
GI
361
Gradient Investments
Minnesota
$3K -$402K -27,844 -99%
MAM
362
Meeder Asset Management
Ohio
$3K – – –
GWS
363
Glassman Wealth Services
Virginia
$3K – – –
RFM
364
Royal Fund Management
Florida
$3K – – –
CCMW
365
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
TCOV
366
Trust Company of Vermont
Vermont
$3K +$318 +18 +12%
CA
367
Clearstead Advisors
Ohio
$3K +$3K +186 New
BAM
368
Bellevue Asset Management
Washington
$3K +$3K +200 New
BC
369
Bartlett & Co
Ohio
$3K +$3K +200 New
CMBA
370
C.M. Bidwell & Associates
Hawaii
$2K – – –
FANJ
371
Financial Architects (New Jersey)
New Jersey
$2K – – –
FWM
372
Focused Wealth Management
New York
$2K – – –
VCM
373
Versant Capital Management
Arizona
$2K – – –
SWM
374
Selective Wealth Management
Virginia
$2K +$37 +2 +2%
HFS
375
Hantz Financial Services
Michigan
$2K +$2K +106 New
13 14
15
16 17