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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 %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$2.6M +$516K +31,526 +25%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$2.53M +$2.38M +145,536 +1,604%
CWM
78
Centric Wealth Management
Illinois
$2.53M +$556K +23,878 +28%
MML Investors Services
79
MML Investors Services
Massachusetts
$2.51M +$460K +28,110 +22%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$2.5M -$544K -33,258 -18%
BWM
81
BerganKDV Wealth Management
Minnesota
$2.47M -$269K -16,460 -10%
AP
82
Appleton Partners
Massachusetts
$2.46M +$5.83K +356 +0.2%
ACWM
83
Adams Chetwood Wealth Management
North Carolina
$2.44M -$4.08K -236 -0.2%
Osaic Holdings
84
Osaic Holdings
Arizona
$2.4M +$2.4M +612,818 New
OIA
85
OneDigital Investment Advisors
Kansas
$2.37M -$22.6K -1,380 -0.9%
MFGP
86
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.33M +$13.4K +818 +0.6%
Truist Financial
87
Truist Financial
North Carolina
$2.33M +$150K +9,190 +7%
AWM
88
Avior Wealth Management
Nebraska
$2.31M +$447K +27,326 +24%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$2.3M -$944K -62,046 -29%
JPG
90
Jordan Park Group
California
$2.28M – – –
SP
91
SWS Partners
Ohio
$2.25M +$2.25M +137,448 New
AA
92
Advisory Alpha
Michigan
$2.21M +$300K +18,342 +16%
SC
93
Schoolcraft Capital
Colorado
$2.19M +$1.52M +92,598 +226%
CFA
94
Cahill Financial Advisors
Minnesota
$1.99M +$27.1K +1,656 +1%
AWM
95
Apollon Wealth Management
South Carolina
$1.96M +$218K +13,290 +13%
FSWA
96
Financial Synergies Wealth Advisors
Texas
$1.94M +$257K +15,730 +15%
WWM
97
WT Wealth Management
Arizona
$1.9M -$60.7K -3,712 -3%
ASN
98
Advisory Services Network
Georgia
$1.86M +$17.7K +1,084 +1%
DTIM
99
Danda Trouve Investment Management
Kansas
$1.82M +$6.32K +386 +0.3%
GCA
100
Gradient Capital Advisors
California
$1.72M -$178K -10,852 -9%
2 3
4
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