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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 %
FAIM
401
Financial Advocates Investment Management
Washington
– -$3.74M -162,832 Closed
EE
402
EWG Elevate
California
– -$2.77M -120,596 Closed
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
– -$2.58M -112,148 Closed
IWA
404
IBEX Wealth Advisors
New Jersey
– -$2.46M -107,082 Closed
TI
405
tru Independence
Oregon
– -$1.7M -103,776 Closed
MIM
406
Morningstar Investment Management
Illinois
– -$1.43M -62,082 Closed
ACA
407
Atlas Capital Advisors
Wyoming
– -$1.11M -48,520 Closed
AL
408
Aspiriant LLC
California
– -$1M -43,676 Closed
MIAS
409
Mason Investment Advisory Services
Virginia
– -$968K -42,144 Closed
CA
410
Cetera Advisors
Colorado
– -$867K -37,598 Closed
ACM
411
Avalon Capital Management
California
– -$827K -35,972 Closed
LWMM
412
Legacy Wealth Management (Mississippi)
Mississippi
– -$735K -32,000 Closed
Citadel Advisors
413
Citadel Advisors
Florida
– -$733K -31,896 Closed
RF
414
RHS Financial
California
– -$677K -29,452 Closed
SS
415
Simplicity Solutions
Minnesota
– -$620K -26,980 Closed
AI
416
Atria Investments
North Carolina
– -$585K -25,446 Closed
BIA
417
Bigelow Investment Advisors
Maine
– -$557K -24,234 Closed
BMO
418
Beck Mack & Oliver
New York
– -$494K -21,500 Closed
PWP
419
Principle Wealth Partners
Connecticut
– -$478K -20,822 Closed
APW
420
Aurora Private Wealth
New Jersey
– -$471K -20,510 Closed
SAM
421
SignalPoint Asset Management
Missouri
– -$438K -19,054 Closed
PG
422
Prostatis Group
Maryland
– -$432K -18,780 Closed
RMC
423
Regis Management Company
California
– -$425K -18,508 Closed
NSAM
424
North Star Asset Management
Wisconsin
– -$388K -16,898 Closed
TC
425
TAP Consulting
Missouri
– -$388K -16,872 Closed
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