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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 %
CAN
376
Cetera Advisor Networks
California
– -$180K -10,226 Closed
GSWM
377
Golden State Wealth Management
California
– -$324K -6,840 Closed
PG
378
Proffitt & Goodson
Tennessee
– -$71K -4,016 Closed
OPS
379
Orion Portfolio Solutions
Nebraska
– -$62K -3,498 Closed
BBPWM
380
Blue Bell Private Wealth Management
Pennsylvania
– -$50K -2,748 Closed
PWP
381
Principle Wealth Partners
Connecticut
– -$48K -2,738 Closed
MWA
382
MFA Wealth Advisors
Pennsylvania
– -$29.7K -1,688 Closed
RDWM
383
Red Door Wealth Management
Tennessee
– -$26K -1,504 Closed
JPLA
384
Joseph P. Lucia & Associates
New York
– -$21K -1,170 Closed
VFA
385
Valeo Financial Advisors
Indiana
– -$19K -1,102 Closed
TC
386
Truvestments Capital
Florida
– -$13K -746 Closed
GWMIA
387
Global Wealth Management Investment Advisory
Florida
– -$9K -514 Closed
MCM
388
Manchester Capital Management
Vermont
– -$7K -370 Closed
LWM
389
Liberty Wealth Management
California
– -$6K -350 Closed
FA
390
Financial Advantage
Maryland
– -$2K -160 Closed
FANJ
391
Financial Architects (New Jersey)
New Jersey
– -$2K -118 Closed
BFIM
392
Beese Fulmer Investment Management
Ohio
– -$2K -94 Closed
EW
393
Element Wealth
Mississippi
– -$1K -82 Closed
TF
394
Tompkins Financial
New York
– -$1K -52 Closed
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