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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 %
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$7.74M +$1.18M +70,398 +18%
Cerity Partners
27
Cerity Partners
New York
$7.65M +$5.11M +312,392 +202%
Wealthfront Advisers
28
Wealthfront Advisers
California
$7.58M +$1.1M +67,280 +17%
I
29
INVST
Indiana
$7.1M -$4.59M -301,446 -39%
Morgan Stanley
30
Morgan Stanley
New York
$6.77M -$17.1K -1,044 -0.3%
CW
31
CreativeOne Wealth
Kansas
$6.68M +$110K +6,692 +2%
BAMG
32
Brand Asset Management Group
Missouri
$6.66M +$432K +26,378 +7%
CIP
33
Capital Insight Partners
Arizona
$6.56M +$6.07M +370,870 +1,238%
OFG
34
Omega Financial Group
California
$6.54M +$906K +55,348 +16%
HSA
35
HBK Sorce Advisory
Pennsylvania
$6.41M -$89.3K -5,456 -1%
BWA
36
BlueSky Wealth Advisors
North Carolina
$6.39M +$235K +14,386 +4%
FMT
37
First Mercantile Trust
Tennessee
$6.18M +$2.6M +158,834 +73%
KBFS
38
Kohmann Bosshard Financial Services
Ohio
$6.03M -$946K -57,762 -14%
KF
39
Krilogy Financial
Missouri
$5.74M +$816K +49,866 +17%
BSB
40
Bangor Savings Bank
Maine
$5.68M +$246K +15,038 +5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.6M +$334K +20,420 +6%
JIP
42
JBJ Investment Partners
South Carolina
$5.59M -$1.38M -84,448 -20%
WIC
43
Whitegate Investment Counselors
New Hampshire
$5.57M -$166K -10,142 -3%
PC
44
Premise Capital
Illinois
$5.51M -$1.4M -85,818 -20%
LSAG
45
Lake Street Advisors Group
New Hampshire
$5.51M +$5.51M +336,504 New
EK
46
Evensky & Katz
Florida
$5.42M -$221K -13,508 -4%
HHRDM
47
H&H Retirement Design & Management
Nevada
$5.31M +$5.31M +324,602 New
AIM
48
Aurora Investment Managers
Florida
$5.06M +$1.14M +69,436 +29%
UBS AM
49
UBS AM
Illinois
$4.78M -$3.33M -203,336 -41%
SFP
50
Strategic Financial Planning
Texas
$4.73M -$472K -28,850 -9%
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