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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 %
VWA
376
Visionary Wealth Advisors
Illinois
– -$2.83M -172,688 Closed
JPG
377
Jordan Park Group
California
– -$2.28M -139,132 Closed
SP
378
SWS Partners
Ohio
– -$2.25M -137,448 Closed
CWM
379
Centric Wealth Management
Illinois
– -$2.53M -108,570 Closed
FAAS
380
First Allied Advisory Services
California
– -$1.32M -80,754 Closed
GBT
381
Grove Bank & Trust
Florida
– -$1.19M -72,500 Closed
GSIS
382
Global Strategic Investment Solutions
Arizona
– -$1.11M -68,006 Closed
AP
383
Advisors Preferred
Maryland
– -$1.04M -63,264 Closed
GM
384
GeoWealth Management
Illinois
– -$979K -59,840 Closed
AWM
385
Aprio Wealth Management
Georgia
– -$946K -57,808 Closed
PPA
386
Parametric Portfolio Associates
Washington
– -$899K -54,900 Closed
TC
387
TownSquare Capital
Utah
– -$797K -46,812 Closed
SS
388
Sunbelt Securities
Texas
– -$716K -37,508 Closed
A
389
AdvicePeriod
California
– -$598K -36,558 Closed
MAM
390
Marquette Asset Management
Minnesota
– -$591K -36,078 Closed
KeyBank National Association
391
KeyBank National Association
Ohio
– -$590K -36,020 Closed
HWMG
392
Hurlow Wealth Management Group
Indiana
– -$589K -34,136 Closed
ACM
393
Armbruster Capital Management
New York
– -$474K -28,942 Closed
RFC
394
Regions Financial Corp
Alabama
– -$400K -24,464 Closed
BL
395
BFSG LLC
California
– -$343K -20,938 Closed
PMG
396
ProVise Management Group
Florida
– -$292K -17,808 Closed
KC
397
Kingfisher Capital
North Carolina
– -$289K -17,672 Closed
MWM
398
Merriman Wealth Management
Washington
– -$277K -16,928 Closed
Renaissance Technologies
399
Renaissance Technologies
New York
– -$239K -14,600 Closed
NDSI
400
Newman Dignan & Sheerar Inc
Rhode Island
– -$237K -13,712 Closed
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