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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 %
CBT
451
Capital Bank & Trust
California
– -$134K -5,828 Closed
HF
452
Halpern Financial
Virginia
– -$66K -2,872 Closed
Northern Trust
453
Northern Trust
Illinois
– -$36K -1,606 Closed
CTC
454
Central Trust Company
Missouri
– -$23K -982 Closed
QCG
455
Quadrant Capital Group
Ohio
– -$18K -794 Closed
CFG
456
Citizens Financial Group
Rhode Island
– -$16K -718 Closed
SSB
457
Sandy Spring Bank
Maryland
– -$16K -700 Closed
PA
458
PSI Advisors
Florida
– -$7K -312 Closed
CAGAS
459
Capital Advisory Group Advisory Services
Minnesota
– -$6K -246 Closed
PMFA
460
Plante Moran Financial Advisors
Michigan
– -$5K -232 Closed
SSWG
461
Seven Springs Wealth Group
Tennessee
– -$4K -156 Closed
KC
462
Knuff & Co
California
– -$4K -156 Closed
HIM
463
HawsGoodwin Investment Management
Tennessee
– -$4K -154 Closed
VCM
464
Vigilant Capital Management
Maine
– -$3K -130 Closed
LGWM
465
Litman Gregory Wealth Management
California
– -$3K -116 Closed
CIM
466
Contravisory Investment Management
Massachusetts
– -$2K -100 Closed
LC
467
Lindbrook Capital
California
– -$1K -50 Closed
TFO
468
Tarbox Family Office
California
– -$1K -50 Closed
WT
469
Whittier Trust
California
– -$1K -34 Closed
TAM
470
Townsend Asset Management
North Carolina
– -$1K -34 Closed
FHA
471
Flagship Harbor Advisors
Massachusetts
– -$1K -24 Closed
AC
472
AlphaCore Capital
California
– -$1K -22 Closed
WQ
473
Wealth Quarterback
New Jersey
– -$372 -16 Closed
SHWM
474
Silicon Hills Wealth Management
Texas
– -$25 -2 Closed
15 16 17 18
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