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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.

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 %
GC
51
Garde Capital
Washington
$3.86M +$557K +31,610 +17%
GAM
52
Gemmer Asset Management
California
$3.79M -$1.27M -72,214 -25%
FCM
53
Firestone Capital Management
Florida
$3.76M +$255K +14,508 +7%
FHB
54
First Hawaiian Bank
Hawaii
$3.75M -$1.03M -58,716 -22%
RIM
55
Rockbridge Investment Management
New York
$3.58M +$3.58M +203,184 New
RSWM
56
Robertson Stephens Wealth Management
California
$3.56M +$3.56M +202,000 New
LPL Financial
57
LPL Financial
California
$3.49M -$257K -14,616 -7%
UBS Group
58
UBS Group
Switzerland
$3.47M +$2.95M +167,246 +567%
IAA
59
Ironsides Asset Advisors
North Carolina
$3.33M – – –
Jane Street
60
Jane Street
New York
$3.29M +$1.76M +100,172 +116%
BFPW
61
BOK Financial Private Wealth
Colorado
$3.25M +$411K +23,354 +14%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$3.2M +$404K +22,946 +14%
PFO
63
Pathstone Family Office
New Jersey
$3.19M – – –
CST
64
Charles Schwab Trust
Nevada
$3.07M +$1.3M +73,628 +73%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$2.94M -$1.24M -70,352 -30%
SFPM
66
Sensible Financial Planning & Management
Massachusetts
$2.94M -$63.3K -3,594 -2%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.85M +$131K +7,432 +5%
AA
68
Alesco Advisors
New York
$2.84M -$25.6M -1,454,998 -90%
UBS AM
69
UBS AM
Illinois
$2.79M -$2.34M -133,050 -46%
RRC
70
Relaxing Retirement Coach
Massachusetts
$2.73M -$1.44M -81,778 -35%
AWM
71
Avior Wealth Management
Nebraska
$2.72M +$234K +13,304 +9%
SC
72
Schoolcraft Capital
Colorado
$2.72M +$365K +20,730 +16%
WIC
73
Whitegate Investment Counselors
New Hampshire
$2.71M -$3.28M -186,190 -55%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$2.63M -$59.8K -3,394 -2%
MML Investors Services
75
MML Investors Services
Massachusetts
$2.6M -$104K -5,926 -4%
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