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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
1
Charles Schwab
California
$200M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$395M
3
US Bancorp
3
US Bancorp
Minnesota
$162M
4
M&T Bank
4
M&T Bank
New York
$47.8M
5
Creative Planning
5
Creative Planning
Kansas
$491M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$867M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$8.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
51
Gemmer Asset Management
California
$4.7M -$90.7K -5,540 -2%
MIS
52
Morningstar Investment Services
Illinois
$4.61M +$1.47M +88,394 +47%
CMP
53
Courage Miller Partners
Virginia
$4.55M +$203K +12,424 +5%
FHB
54
First Hawaiian Bank
Hawaii
$4.45M +$31.3K +1,914 +0.7%
JFG
55
JMG Financial Group
Illinois
$4.31M -$913K -55,742 -17%
MI
56
Moneywise Inc
Virginia
$4.08M -$1.16M -70,802 -22%
Bank of America
57
Bank of America
North Carolina
$3.96M -$570K -34,814 -13%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$3.89M -$197K -12,018 -5%
RRC
59
Relaxing Retirement Coach
Massachusetts
$3.87M -$3.88M -237,268 -50%
Goldman Sachs
60
Goldman Sachs
New York
$3.85M +$3.85M +235,338 New
GIA
61
Gladstone Institutional Advisory
Florida
$3.76M +$936K +57,184 +33%
LA
62
LVW Advisors
New York
$3.73M -$57.6K -3,520 -2%
LPL Financial
63
LPL Financial
California
$3.48M +$120K +7,354 +4%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.48M +$123K +7,570 +4%
AIP
65
Almanack Investment Partners
Pennsylvania
$3.43M +$871K +53,204 +34%
RBC
66
Roble Belko & Company
Pennsylvania
$3.4M +$3.28M +200,494 +2,746%
FCM
67
Firestone Capital Management
Florida
$3.26M +$483K +29,508 +17%
IAA
68
Ironsides Asset Advisors
North Carolina
$3.09M +$3.09M +189,000 New
GC
69
Garde Capital
Washington
$3.07M +$1.04M +63,448 +51%
PFO
70
Pathstone Family Office
New Jersey
$2.96M +$2.96M +181,000 New
SC
71
Stratford Consulting
Texas
$2.88M -$921K -56,244 -24%
VCP
72
Vista Capital Partners
Oregon
$2.87M +$2.01M +122,762 +235%
VWA
73
Visionary Wealth Advisors
Illinois
$2.83M +$2.83M +172,688 New
SFPM
74
Sensible Financial Planning & Management
Massachusetts
$2.79M +$1.02M +62,434 +58%
BFPW
75
BOK Financial Private Wealth
Colorado
$2.64M -$528K -32,278 -17%
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