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Schwab US REIT ETF
SCHH

Overview Fund Activity

363 hedge funds and large institutions have $3.31B invested in Schwab US REIT ETF in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 128 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
6.44%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
53
Increased
125
Reduced
128
Closed
38
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$322K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$549M
2
Charles Schwab
2
Charles Schwab
California
$272M
3
CSIA
3
Charles Schwab Investment Advisory
California
$790M
4
US Bancorp
4
US Bancorp
Minnesota
$227M
5
AWM
5
AE Wealth Management
Kansas
$11.5M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$33.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$63.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$338K
4
AIM
4
Aurora Investment Managers
Florida
$0
5
FNC
5
First National Corp
Massachusetts
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$8.24M +$1.34M +70,822 +20%
OFG
27
Omega Financial Group
California
$8.18M +$190K +10,012 +2%
FEG
28
Fund Evaluation Group
Ohio
$7.6M – – –
FMT
29
First Mercantile Trust
Tennessee
$7.52M +$142K +7,504 +2%
KF
30
Krilogy Financial
Missouri
$7.16M +$63.5K +3,346 +0.9%
BSB
31
Bangor Savings Bank
Maine
$7.08M +$569K +29,968 +9%
CMP
32
Courage Miller Partners
Virginia
$6.58M +$1.1M +57,910 +20%
HSA
33
HBK Sorce Advisory
Pennsylvania
$6.2M +$556K +29,282 +10%
SFP
34
Strategic Financial Planning
Texas
$6.18M +$547K +28,830 +10%
CIP
35
Capital Insight Partners
Arizona
$6.16M -$334K -17,574 -5%
CST
36
Charles Schwab Trust
Nevada
$6.11M +$2.83M +149,132 +86%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$5.84M -$437K -23,022 -7%
EGA
38
Eagle Global Advisors
Texas
$5.66M -$216K -11,394 -4%
FCM
39
Firestone Capital Management
Florida
$5.17M +$787K +41,454 +18%
LPL Financial
40
LPL Financial
California
$5.07M -$1M -52,814 -17%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$4.64M +$300K +15,820 +7%
Cerity Partners
42
Cerity Partners
New York
$4.6M -$142K -7,472 -3%
FCI
43
Financial Counselors Inc
Kansas
$4.37M +$4.37M +230,298 New
FHB
44
First Hawaiian Bank
Hawaii
$4.32M +$278K +14,656 +7%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$4.12M +$2.05M +108,016 +99%
MIS
46
Morningstar Investment Services
Illinois
$4.01M -$435K -22,910 -10%
JFG
47
JMG Financial Group
Illinois
$3.93M -$234K -12,330 -6%
CW
48
CreativeOne Wealth
Kansas
$3.71M -$1.53M -80,378 -29%
RIM
49
Rockbridge Investment Management
New York
$3.63M -$46.8K -2,464 -1%
IAA
50
Ironsides Asset Advisors
North Carolina
$3.59M – – –
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