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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 %
PFA
426
Pinnacle Family Advisors
Missouri
– -$369K -16,072 Closed
SC
427
Slow Capital
California
– -$365K -15,876 Closed
IC
428
InterOcean Capital
Illinois
– -$351K -15,294 Closed
UB
429
UMB Bank
Missouri
– -$349K -15,186 Closed
BIM
430
Bridges Investment Management
Nebraska
– -$328K -14,286 Closed
IC
431
IEQ Capital
California
– -$320K -13,946 Closed
BPA
432
Beacon Pointe Advisors
California
– -$319K -13,888 Closed
Nomura Asset Management
433
Nomura Asset Management
Japan
– -$312K -13,598 Closed
Wolverine Trading
434
Wolverine Trading
Illinois
– -$309K -13,556 Closed
HA
435
Harborview Advisors
Maine
– -$301K -13,078 Closed
EH
436
Equitable Holdings
New York
– -$285K -12,386 Closed
Brown Advisory
437
Brown Advisory
Maryland
– -$282K -12,252 Closed
VWA
438
VERITY Wealth Advisors
United States
– -$268K -11,674 Closed
MCP
439
Mirador Capital Partners
California
– -$262K -11,412 Closed
SPC
440
Sigma Planning Corp
Michigan
– -$261K -11,368 Closed
JPMPWA
441
J.P. Morgan Private Wealth Advisors
California
– -$259K -11,250 Closed
BFM
442
Broadview Financial Management
Wisconsin
– -$258K -11,226 Closed
PIM
443
Penobscot Investment Management
Massachusetts
– -$246K -10,720 Closed
AWA
444
Alaska Wealth Advisors
Alaska
– -$228K -9,910 Closed
MWP
445
MYCIO Wealth Partners
Pennsylvania
– -$217K -9,430 Closed
EAM
446
Evanson Asset Management
California
– -$211K -9,162 Closed
DAS
447
Dynamic Advisor Solutions
Arizona
– -$204K -8,896 Closed
ISWM
448
Independent Solutions Wealth Management
New York
– -$200K -8,724 Closed
BAM
449
Barrett Asset Management
New York
– -$191K -8,300 Closed
CL
450
Cabana LLC
Arkansas
– -$143K -6,228 Closed
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