SCHH icon

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 %
FWCM
401
Ferguson Wellman Capital Management
Oregon
– -$210K -12,816 Closed
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
– -$210K -12,800 Closed
V
403
Veritable
Delaware
– -$203K -12,428 Closed
NFG
404
Next Financial Group
Texas
– -$134K -8,180 Closed
WCM
405
Wealthcare Capital Management
Virginia
– -$90K -5,484 Closed
AIA
406
Arcadia Investment Advisors
Idaho
– -$59.2K -3,616 Closed
AIC
407
Ameritas Investment Company
Nebraska
– -$49K -3,090 Closed
BWA
408
Burt Wealth Advisors
Maryland
– -$41K -2,498 Closed
CS
409
Capital Square
Tennessee
– -$38K -2,350 Closed
BMM
410
Berkshire Money Management
Massachusetts
– -$36K -2,178 Closed
TC
411
Tatro Capital
Kentucky
– -$30K -1,822 Closed
QAM
412
QCI Asset Management
New York
– -$26K -1,600 Closed
SF
413
Synovus Financial
Georgia
– -$22K -1,390 Closed
WAP
414
Wealthcare Advisory Partners
Pennsylvania
– -$22K -1,366 Closed
MWM
415
MBE Wealth Management
Wisconsin
– -$20K -1,226 Closed
DOA
416
D'Orazio & Associates
Virginia
– -$13K -788 Closed
AAMA
417
Advanced Asset Management Advisors
Ohio
– -$9K -560 Closed
OAM
418
Oppenheimer Asset Management
New York
– -$4K -252 Closed
FWM
419
Filbrandt Wealth Management
Wisconsin
– -$4K -214 Closed
CCMW
420
Cypress Capital Management (Wyoming)
Wyoming
– -$3K -200 Closed
RFM
421
Royal Fund Management
Florida
– -$3K -200 Closed
GWS
422
Glassman Wealth Services
Virginia
– -$3K -200 Closed
TCOV
423
Trust Company of Vermont
Vermont
– -$3K -170 Closed
MAM
424
Meeder Asset Management
Ohio
– -$3K -156 Closed
FEG
425
Financial Enhancement Group
Indiana
– -$2K -146 Closed
14 15 16
17
18