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Schwab US REIT ETF
SCHH

Overview Fund Activity

352 hedge funds and large institutions have $2.94B invested in Schwab US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 48 closing their positions.

Holders
352
Holders Change
-24
Holders Change %
-6.38%
% of All Funds
7.12%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.26%
New
30
Increased
117
Reduced
139
Closed
48
Calls
$784K
Puts
$458K
Net Calls
+$326K
Net Calls Change
-$272K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$439M
2
Charles Schwab
2
Charles Schwab
California
$217M
3
US Bancorp
3
US Bancorp
Minnesota
$200M
4
M&T Bank
4
M&T Bank
New York
$38.7M
5
MTC
5
Matrix Trust Company
Colorado
$49M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$66.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$720M
3
Creative Planning
3
Creative Planning
Kansas
$517M
4
MFS
4
Mirabella Financial Services
United Kingdom
$0
5
JIP
5
JBJ Investment Partners
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
26
Fund Evaluation Group
Ohio
$7.06M -$666K -37,666 -9%
KF
27
Krilogy Financial
Missouri
$6.61M +$418K +23,652 +7%
Ameriprise
28
Ameriprise
Minnesota
$6.42M +$1.59M +89,694 +33%
BSB
29
Bangor Savings Bank
Maine
$6.06M +$98.1K +5,548 +2%
CIP
30
Capital Insight Partners
Arizona
$6.05M -$685K -38,738 -10%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$6.04M -$63.5K -3,588 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$5.85M -$2.36M -133,220 -29%
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$5.82M -$160K -9,026 -3%
AIM
34
Aurora Investment Managers
Florida
$5.75M -$193K -10,906 -3%
LPL Financial
35
LPL Financial
California
$5.66M +$2.16M +121,904 +62%
EGA
36
Eagle Global Advisors
Texas
$5.48M -$160K -9,056 -3%
HSA
37
HBK Sorce Advisory
Pennsylvania
$5.26M -$1.32M -74,454 -20%
SFP
38
Strategic Financial Planning
Texas
$5.25M +$625K +35,352 +14%
CMP
39
Courage Miller Partners
Virginia
$5.08M +$35 +2 +0%
CW
40
CreativeOne Wealth
Kansas
$4.88M -$1.45M -82,220 -23%
Cerity Partners
41
Cerity Partners
New York
$4.42M +$364K +20,582 +9%
MIS
42
Morningstar Investment Services
Illinois
$4.13M -$346K -19,604 -8%
FCM
43
Firestone Capital Management
Florida
$4.08M +$307K +17,384 +8%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$4.04M +$827K +46,744 +26%
JFG
45
JMG Financial Group
Illinois
$3.88M -$300K -16,974 -7%
FHB
46
First Hawaiian Bank
Hawaii
$3.76M – – –
RIM
47
Rockbridge Investment Management
New York
$3.43M -$168K -9,490 -5%
IAA
48
Ironsides Asset Advisors
North Carolina
$3.34M – – –
RRC
49
Relaxing Retirement Coach
Massachusetts
$3.24M +$514K +29,104 +19%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$3.23M -$2.01M -113,552 -38%
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