SCHH icon

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 %
AW
376
Avion Wealth
Texas
$2K +$2K +130 New
SIAS
377
Shine Investment Advisory Services
Colorado
$2K +$2K +134 New
DAM
378
Delta Asset Management
Tennessee
$2K +$2K +140 New
FEG
379
Financial Enhancement Group
Indiana
$2K +$2K +146 New
IFA
380
Interactive Financial Advisors
Illinois
$1K -$2.09M -183,534 -100%
CAC
381
Certified Advisory Corp
Florida
$1K -$4.54K -254 -82%
SFSG
382
Stearns Financial Services Group
North Carolina
$1K – – –
AAP
383
Arax Advisory Partners
Colorado
$1K – – –
LB
384
Legacy Bridge
Iowa
$1K – – –
IA
385
Independence Advisors
Pennsylvania
$1K – – –
FMP
386
Financial Management Professionals
Texas
$1K – – –
TFGT
387
TS Financial Group (TSFG)
Illinois
$1K – – –
TF
388
Tompkins Financial
New York
$1K +$1K +52 New
BWL
389
Bogart Wealth LLC
Virginia
$1K +$1K +76 New
EW
390
Element Wealth
Mississippi
$1K +$1K +82 New
GEA
391
Glen Eagle Advisors
New Jersey
$491 – – –
NL
392
NWAM LLC
Washington
$229 +$229 +13,992 New
KFS
393
Kelly Financial Services
Massachusetts
$201 – – –
PFG
394
Piershale Financial Group
Illinois
– -$16.2M -704,434 Closed
RJFSA
395
Raymond James Financial Services Advisors
Florida
– -$8.57M -372,870 Closed
Allianz Asset Management
396
Allianz Asset Management
Germany
– -$7.32M -318,576 Closed
TWM
397
Tanglewood Wealth Management
Texas
– -$6.07M -264,168 Closed
PRS
398
Pinkerton Retirement Specialists
Idaho
– -$5.27M -229,430 Closed
DSA
399
Droms Strauss Advisors
Missouri
– -$5.17M -225,346 Closed
BCI
400
Brinker Capital Investments
Pennsylvania
– -$4.66M -202,790 Closed
14 15
16
17 18