SCHH icon

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.

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 %
PFO
51
Pathstone Family Office
New Jersey
$3.44M – – –
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$3.26M +$78.1K +4,116 +2%
AWM
53
Avior Wealth Management
Nebraska
$3.25M +$480K +25,272 +17%
SC
54
Schoolcraft Capital
Colorado
$3.23M -$90.8K -4,782 -3%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.21M +$1.43M +75,460 +81%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$3.02M -$453K -23,854 -13%
UBS AM
57
UBS AM
Illinois
$3.01M – – –
AWM
58
Apollon Wealth Management
South Carolina
$2.98M +$752K +39,628 +34%
GWM
59
Geneos Wealth Management
Colorado
$2.92M +$258K +12,450 +10%
IFA
60
Interactive Financial Advisors
Illinois
$2.9M +$168K +8,858 +6%
FNC
61
First National Corp
Massachusetts
$2.88M -$5.32M -280,086 -65%
BCM
62
Blume Capital Management
California
$2.8M +$194K +10,214 +7%
ACWM
63
Adams Chetwood Wealth Management
North Carolina
$2.7M +$25.4K +1,336 +0.9%
SP
64
SWS Partners
Ohio
$2.64M -$25.1K -1,320 -0.9%
WIC
65
Whitegate Investment Counselors
New Hampshire
$2.63M -$53.9K -2,838 -2%
PAG
66
Pinnacle Advisory Group
Maryland
$2.54M +$268K +14,116 +12%
MML Investors Services
67
MML Investors Services
Massachusetts
$2.41M -$130K -6,842 -5%
CPWM
68
Cypress Point Wealth Management
Texas
$2.38M +$2.38M +125,128 New
AP
69
Appleton Partners
Massachusetts
$2.36M -$29.6K -1,558 -1%
WWM
70
WT Wealth Management
Arizona
$2.35M -$64.6K -3,402 -3%
GCA
71
Gradient Capital Advisors
California
$2.35M +$102K +5,398 +5%
BFPW
72
BOK Financial Private Wealth
Colorado
$2.28M -$402K -21,200 -15%
SMC
73
Smith, Moore & Co
Missouri
$2.28M +$98.9K +5,210 +5%
MFGP
74
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.21M -$167K -8,802 -7%
BA
75
Bridge Advisory
California
$2.11M +$2.11M +111,132 New
1 2
3
4 5