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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 %
OIA
76
OneDigital Investment Advisors
Kansas
$2.58M +$25K +1,422 +1%
ACWM
77
Adams Chetwood Wealth Management
North Carolina
$2.49M +$11.2K +636 +0.5%
GIA
78
Gladstone Institutional Advisory
Florida
$2.47M -$1.58M -89,490 -39%
AP
79
Appleton Partners
Massachusetts
$2.45M -$204K -11,600 -8%
PC
80
Premise Capital
Illinois
$2.37M -$3.56M -201,884 -60%
WWM
81
WT Wealth Management
Arizona
$2.33M +$280K +15,888 +14%
SMC
82
Smith, Moore & Co
Missouri
$2.29M +$512K +29,096 +29%
MFGP
83
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.27M -$243K -13,774 -10%
AWM
84
Apollon Wealth Management
South Carolina
$2.17M +$62.1K +3,528 +3%
Bank of America
85
Bank of America
North Carolina
$2.1M -$2.16M -122,522 -51%
IFA
86
Interactive Financial Advisors
Illinois
$2.1M +$2.1M +119,036 +135,268%
HT
87
HAP Trading
New York
$2.08M +$1.02M +57,930 +96%
FSWA
88
Financial Synergies Wealth Advisors
Texas
$2.07M -$12.4K -704 -0.6%
LWAC
89
Laurel Wealth Advisors (California)
California
$2.06M +$562K +31,938 +38%
MAM
90
Marotta Asset Management
Virginia
$2.05M +$814K +46,246 +66%
GWM
91
Geneos Wealth Management
Colorado
$2.03M +$540K +31,628 +36%
GCA
92
Gradient Capital Advisors
California
$1.97M +$119K +6,758 +6%
DTIM
93
Danda Trouve Investment Management
Kansas
$1.96M +$1.94K +110 +0.1%
FCIM
94
Fairview Capital Investment Management
California
$1.87M +$167K +9,510 +10%
Mariner
95
Mariner
Kansas
$1.83M +$59.6K +3,386 +3%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$1.82M -$900K -49,932 -33%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.82M -$1.95M -110,842 -52%
SWRP
98
Summit Wealth & Retirement Planning
California
$1.82M +$169K +9,612 +10%
PIMG
99
Patriot Investment Management Group
Tennessee
$1.82M +$68.3K +3,876 +4%
BIP
100
Blueprint Investment Partners
North Carolina
$1.78M +$225K +12,796 +15%
2 3
4
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