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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 %
CMBA
351
C.M. Bidwell & Associates
Hawaii
$2K – – –
DAM
352
Delta Asset Management
Tennessee
$2K – – –
HFS
353
Hantz Financial Services
Michigan
$2K – – –
FANJ
354
Financial Architects (New Jersey)
New Jersey
$2K – – –
SFSG
355
Stearns Financial Services Group
North Carolina
$2K – – –
SWM
356
Selective Wealth Management
Virginia
$2K – – –
FWM
357
Focused Wealth Management
New York
$2K +$37 +2 +2%
BFIM
358
Beese Fulmer Investment Management
Ohio
$2K +$2K +94 New
FA
359
Financial Advantage
Maryland
$2K +$2K +160 New
EK
360
Evensky & Katz
Florida
$1K -$11.8M -331,138 -100%
WCG
361
Weaver Consulting Group
California
$1K -$11.5K -600 -92%
GI
362
Gradient Investments
Minnesota
$1K -$2.25K -144 -69%
CA
363
Clearstead Advisors
Ohio
$1K -$2.1K -126 -68%
TF
364
Tompkins Financial
New York
$1K – – –
MSFP
365
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
EW
366
Element Wealth
Mississippi
$1K – – –
TFGT
367
TS Financial Group (TSFG)
Illinois
$1K – – –
BWL
368
Bogart Wealth LLC
Virginia
$1K – – –
AAP
369
Arax Advisory Partners
Colorado
$1K – – –
IA
370
Independence Advisors
Pennsylvania
$1K +$81 +6 +9%
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +42 New
KFS
372
Kelly Financial Services
Massachusetts
$218 – – –
CNC
373
Citizens & Northern Corp
Pennsylvania
– -$10.3M -629,514 Closed
LA
374
LVW Advisors
New York
– -$3.73M -227,728 Closed
AIP
375
Almanack Investment Partners
Pennsylvania
– -$3.43M -209,544 Closed
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15
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