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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 %
PFO
51
Pathstone Family Office
New Jersey
$3.2M – – –
SC
52
Schoolcraft Capital
Colorado
$3.09M +$360K +20,366 +13%
CST
53
Charles Schwab Trust
Nevada
$3.06M -$29.2K -1,654 -0.9%
SFPM
54
Sensible Financial Planning & Management
Massachusetts
$2.96M +$9.8K +554 +0.3%
UBS AM
55
UBS AM
Illinois
$2.81M – – –
AWM
56
Avior Wealth Management
Nebraska
$2.58M -$151K -8,518 -6%
MAM
57
Marotta Asset Management
Virginia
$2.55M +$490K +27,696 +24%
IFA
58
Interactive Financial Advisors
Illinois
$2.54M +$437K +24,694 +21%
CWM
59
Centric Wealth Management
Illinois
$2.53M +$2.53M +108,570 New
BFPW
60
BOK Financial Private Wealth
Colorado
$2.5M -$768K -43,450 -24%
WIC
61
Whitegate Investment Counselors
New Hampshire
$2.5M -$222K -12,540 -8%
ACWM
62
Adams Chetwood Wealth Management
North Carolina
$2.49M -$13.4K -760 -0.5%
SP
63
SWS Partners
Ohio
$2.48M +$2.48M +140,166 New
BCM
64
Blume Capital Management
California
$2.43M +$2.43M +137,430 New
MML Investors Services
65
MML Investors Services
Massachusetts
$2.36M -$247K -13,956 -9%
WWM
66
WT Wealth Management
Arizona
$2.25M -$91.9K -5,198 -4%
BAMG
67
Brand Asset Management Group
Missouri
$2.24M -$5.32M -300,890 -70%
GWM
68
Geneos Wealth Management
Colorado
$2.24M +$168K +9,662 +8%
AP
69
Appleton Partners
Massachusetts
$2.23M -$229K -12,940 -9%
MFGP
70
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.22M -$60.9K -3,444 -3%
BIP
71
Blueprint Investment Partners
North Carolina
$2.19M +$278K +14,630 +15%
PAG
72
Pinnacle Advisory Group
Maryland
$2.12M +$498K +28,168 +31%
GCA
73
Gradient Capital Advisors
California
$2.09M +$109K +6,160 +6%
AWM
74
Apollon Wealth Management
South Carolina
$2.07M -$106K -5,982 -5%
SMC
75
Smith, Moore & Co
Missouri
$2.03M -$263K -14,876 -11%
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