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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
1
US Bancorp
Minnesota
$193M
2
FNC
2
First National Corp
Massachusetts
$11.8M
3
EPM
3
Elm Partners Management
Pennsylvania
$8.98M
4
MFS
4
Mirabella Financial Services
United Kingdom
$6.38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.08M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$724M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$90M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$360M
4
AA
4
Alesco Advisors
New York
$2.84M
5
FEG
5
Fund Evaluation Group
Ohio
$7.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMG
26
Brand Asset Management Group
Missouri
$7.53M +$368K +20,910 +5%
FEG
27
Fund Evaluation Group
Ohio
$7.24M -$23.4M -1,412,274 -76%
OFG
28
Omega Financial Group
California
$7.19M +$159K +9,014 +2%
FMT
29
First Mercantile Trust
Tennessee
$6.77M +$112K +6,322 +2%
CIP
30
Capital Insight Partners
Arizona
$6.71M -$352K -20,008 -5%
HSA
31
HBK Sorce Advisory
Pennsylvania
$6.54M -$350K -19,902 -5%
MFS
32
Mirabella Financial Services
United Kingdom
$6.38M +$6.38M +362,400 New
CW
33
CreativeOne Wealth
Kansas
$6.31M -$874K -49,646 -12%
KF
34
Krilogy Financial
Missouri
$6.16M -$9.79K -556 -0.2%
JIP
35
JBJ Investment Partners
South Carolina
$6.13M +$110K +6,228 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$6.08M +$6.08M +345,292 New
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$5.95M -$538K -30,574 -8%
BSB
38
Bangor Savings Bank
Maine
$5.94M -$171K -9,702 -3%
AIM
39
Aurora Investment Managers
Florida
$5.92M +$470K +26,676 +9%
EGA
40
Eagle Global Advisors
Texas
$5.61M +$5.61M +318,764 New
HHRDM
41
H&H Retirement Design & Management
Nevada
$5.51M -$208K -11,838 -4%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$5.22M -$5.9M -335,064 -53%
AA
43
Advisory Alpha
Michigan
$5.15M +$2.32M +111,166 +82%
CMP
44
Courage Miller Partners
Virginia
$5.08M +$190K +10,778 +4%
I
45
INVST
Indiana
$4.85M -$3.56M -197,466 -42%
Ameriprise
46
Ameriprise
Minnesota
$4.81M -$4.32M -245,436 -47%
SFP
47
Strategic Financial Planning
Texas
$4.61M -$483K -27,452 -9%
MIS
48
Morningstar Investment Services
Illinois
$4.42M -$404K -23,214 -8%
JFG
49
JMG Financial Group
Illinois
$4.16M -$472K -26,814 -10%
Cerity Partners
50
Cerity Partners
New York
$4.03M -$4.19M -238,162 -51%
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