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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 Market Value Shares Shares
Change 		Shares
Change %
FA
76
Fiducient Advisors
Illinois
$2.08M 109,430 +18,864 +21%
JCIA
77
Jackson Creek Investment Advisors
Colorado
$2.04M 107,230 +15,730 +17%
QI
78
QS Investors
New York
$1.99M 104,968 – –
MAM
79
Marotta Asset Management
Virginia
$1.94M 102,152 -42,092 -29%
FCIM
80
Fairview Capital Investment Management
California
$1.91M 100,830 +2,730 +3%
LFS
81
Lutz Financial Services
Nebraska
$1.89M 99,314 +130 +0.1%
HighTower Advisors
82
HighTower Advisors
Illinois
$1.8M 95,006 +2,472 +3%
Truist Financial
83
Truist Financial
North Carolina
$1.79M 94,138 +18,194 +24%
Mariner
84
Mariner
Kansas
$1.68M 88,426 -600 -0.7%
Morgan Stanley
85
Morgan Stanley
New York
$1.63M 85,958 +15,682 +22%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$1.59M 83,638 -26,362 -24%
SWM
87
SeaCrest Wealth Management
New York
$1.54M 81,288 -5,040 -6%
VCP
88
Vista Capital Partners
Oregon
$1.54M 81,216 -11,880 -13%
KBFS
89
Kohmann Bosshard Financial Services
Ohio
$1.51M 80,186 -248,762 -76%
CPIG
90
Chicago Partners Investment Group
Illinois
$1.5M 78,750 +78 +0.1%
TAM
91
Trillium Asset Management
Massachusetts
$1.5M 79,266 +5,404 +7%
Bank of America
92
Bank of America
North Carolina
$1.46M 77,050 -5,696 -7%
PCA
93
Personal Capital Advisors
California
$1.46M 76,732 +28,300 +58%
MWM
94
Mission Wealth Management
California
$1.44M 75,772 -7,486 -9%
SWM
95
Sculati Wealth Management
Michigan
$1.44M 75,620 -2,774 -4%
EWM
96
Empirical Wealth Management
Washington
$1.42M 74,900 -6,294 -8%
SFS
97
Solitude Financial Services
Virginia
$1.4M 73,948 +73,948 New
Betterment LLC
98
Betterment LLC
New York
$1.4M 73,458 -874 -1%
PAG
99
Private Advisor Group
New Jersey
$1.39M 73,342 -2,434 -3%
BA
100
Ballast Advisors
Minnesota
$1.39M 73,288 +1,172 +2%
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4
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