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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
$549M
2
Charles Schwab
Charles Schwab
California
$272M
3
CSIA
Charles Schwab Investment Advisory
California
$790M
4
US Bancorp
US Bancorp
Minnesota
$227M
5
AWM
AE Wealth Management
Kansas
$11.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
$33.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$63.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$338K
4
AIM
Aurora Investment Managers
Florida
$0
5
FNC
First National Corp
Massachusetts
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
351
TS Financial Group (TSFG)
Illinois
$1K – – –
CA
352
Clearstead Advisors
Ohio
$1K – – –
EK
353
Evensky & Katz
Florida
$1K – – –
SL
354
Savior LLC
Massachusetts
$1K +$111 +4 +13%
FCAS
355
First Command Advisory Services
Texas
$1K +$1K +28 New
CAL
356
Capital Analysts LLC
Pennsylvania
$1K +$1K +44 New
KFS
357
Kelly Financial Services
Massachusetts
$239 – – –
AIM
358
Aurora Investment Managers
Florida
– -$5.75M -325,116 Closed
CWM
359
Centric Wealth Management
Illinois
– -$2.53M -108,570 Closed
Citadel Advisors
360
Citadel Advisors
Florida
– -$1.06M -59,792 Closed
MI
361
Moneywise Inc
Virginia
– -$951K -53,760 Closed
EHPM
362
Emery Howard Portfolio Management
California
– -$576K -32,594 Closed
TI
363
Trexquant Investment
Connecticut
– -$323K -18,270 Closed
AMG
364
Asset Management Group
Connecticut
– -$322K -18,216 Closed
SFWC
365
Strategic Family Wealth Counselors
New Jersey
– -$318K -18,000 Closed
ACA
366
Ascension Capital Advisors
Texas
– -$246K -13,910 Closed
GAM
367
Garrison Asset Management
Arkansas
– -$227K -12,840 Closed
HA
368
Harborview Advisors
Maine
– -$216K -12,202 Closed
WAP
369
Wealthcare Advisory Partners
Pennsylvania
– -$213K -12,024 Closed
HCM
370
Hengehold Capital Management
Ohio
– -$204K -11,526 Closed
TPWA
371
TRUE Private Wealth Advisors
Oregon
– -$68K -3,870 Closed
NIC
372
Northwest Investment Counselors
Oregon
– -$57K -3,222 Closed
SMG
373
Spectrum Management Group
Indiana
– -$42K -2,402 Closed
AA
374
AlphaMark Advisors
Kentucky
– -$28K -1,600 Closed
IBOK
375
Independence Bank of Kentucky
Kentucky
– -$26K -1,484 Closed
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