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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 %
I
351
INVST
Indiana
– -$4.85M -268,920 Closed
AA
352
Advisory Alpha
Michigan
– -$5.15M -246,076 Closed
Jane Street
353
Jane Street
New York
– -$3.29M -186,562 Closed
GIA
354
Gladstone Institutional Advisory
Florida
– -$2.47M -140,420 Closed
HT
355
HAP Trading
New York
– -$2.08M -117,996 Closed
SWRP
356
Summit Wealth & Retirement Planning
California
– -$1.82M -103,490 Closed
QIM
357
Quantitative Investment Management
Virginia
– -$1.37M -78,064 Closed
CIM
358
Cambria Investment Management
California
– -$1.28M -72,936 Closed
BAM
359
Berkshire Asset Management
Pennsylvania
– -$1.2M -68,342 Closed
IAIM
360
International Assets Investment Management
Florida
– -$1.32M -64,408 Closed
FTUS
361
Flow Traders U.S.
New York
– -$1.03M -58,600 Closed
XS
362
XR Securities
Illinois
– -$935K -53,108 Closed
PWA
363
Providence Wealth Advisors
Illinois
– -$643K -36,490 Closed
ACM
364
AlphaStar Capital Management
North Carolina
– -$568K -32,196 Closed
VCM
365
Vision Capital Management
Oregon
– -$560K -31,810 Closed
WCG
366
Wall Capital Group
Arizona
– -$489K -27,780 Closed
MSWMA
367
Market Street Wealth Management Advisors
Indiana
– -$430K -24,430 Closed
GCP
368
Gill Capital Partners
Colorado
– -$408K -23,158 Closed
3AM
369
3D Asset Management
Connecticut
– -$375K -21,294 Closed
ACG
370
Allen Capital Group
Nebraska
– -$322K -18,296 Closed
SS
371
Simplicity Solutions
Minnesota
– -$300K -17,014 Closed
IB
372
Intrust Bank
Kansas
– -$283K -16,068 Closed
NL
373
NWAM LLC
Washington
– -$245K -13,924 Closed
ACA
374
Atlas Capital Advisors
Wyoming
– -$237K -13,476 Closed
AWA
375
Acorn Wealth Advisors
Michigan
– -$233K -13,204 Closed
12 13 14
15
16