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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 %
CST
101
Charles Schwab Trust
Nevada
$1.65M -$1.44M -87,978 -47%
SMC
102
Smith, Moore & Co
Missouri
$1.65M -$89.9K -5,492 -5%
Mariner
103
Mariner
Kansas
$1.64M +$110K +6,720 +7%
PIMG
104
Patriot Investment Management Group
Tennessee
$1.63M -$519K -31,726 -24%
FCIM
105
Fairview Capital Investment Management
California
$1.59M +$432K +26,420 +38%
PFC
106
Phocas Financial Corp
California
$1.58M -$2.35M – –
QI
107
QS Investors
New York
$1.58M -$342K -20,856 -18%
RC
108
Roundview Capital
New Jersey
$1.54M -$424K -25,928 -22%
SWRP
109
Summit Wealth & Retirement Planning
California
$1.54M +$245K +14,938 +19%
FA
110
Fiducient Advisors
Illinois
$1.5M +$67.8K +4,142 +5%
CPIG
111
Chicago Partners Investment Group
Illinois
$1.47M -$164K -9,384 -10%
MWM
112
Mission Wealth Management
California
$1.46M +$139K +8,462 +10%
AAS
113
Avantax Advisory Services
Texas
$1.45M +$930K +56,612 +179%
BIP
114
Blueprint Investment Partners
North Carolina
$1.44M -$590K -36,016 -29%
GWM
115
Geneos Wealth Management
Colorado
$1.44M +$1.4M +85,050 +3,891%
Jane Street
116
Jane Street
New York
$1.41M -$2.18M -133,204 -61%
RW
117
REDW Wealth
New Mexico
$1.4M +$724K +44,216 +108%
LWAC
118
Laurel Wealth Advisors (California)
California
$1.39M +$301K +18,356 +27%
3C
119
361 Capital
Colorado
$1.39M -$173K -10,558 -11%
PAG
120
Pinnacle Advisory Group
Maryland
$1.37M +$163K +9,948 +13%
LFS
121
Lutz Financial Services
Nebraska
$1.36M +$1.36M +82,974 New
CIM
122
Cambria Investment Management
California
$1.35M -$126K -7,672 -9%
FAAS
123
First Allied Advisory Services
California
$1.32M +$1.32M +80,754 New
SWM
124
Sculati Wealth Management
Michigan
$1.27M +$11K +672 +0.9%
SWM
125
SeaCrest Wealth Management
New York
$1.26M -$142K -8,668 -10%
3 4
5
6 7