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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.

New
Increased
Maintained
Reduced
Closed
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 %
LFS
101
Lutz Financial Services
Nebraska
$1.75M +$290K +16,452 +20%
RW
102
REDW Wealth
New Mexico
$1.75M +$245K +13,922 +16%
TI
103
Trexquant Investment
Connecticut
$1.71M +$1.71M +96,896 New
QI
104
QS Investors
New York
$1.7M +$2.36K +134 +0.1%
FA
105
Fiducient Advisors
Illinois
$1.66M +$37.1K +2,104 +2%
VCP
106
Vista Capital Partners
Oregon
$1.62M -$1.47M -83,408 -48%
PAG
107
Pinnacle Advisory Group
Maryland
$1.61M +$134K +7,588 +9%
PFC
108
Phocas Financial Corp
California
$1.6M -$1.58M – –
3C
109
361 Capital
Colorado
$1.6M +$105K +5,958 +7%
MWM
110
Mission Wealth Management
California
$1.59M +$16.5K +934 +1%
Truist Financial
111
Truist Financial
North Carolina
$1.45M -$1.06M -60,146 -42%
CPIG
112
Chicago Partners Investment Group
Illinois
$1.45M -$38.7K -2,186 -3%
MI
113
Moneywise Inc
Virginia
$1.45M -$2.94M -167,006 -67%
EWM
114
Empirical Wealth Management
Washington
$1.42M +$492K +27,908 +53%
SWM
115
Sculati Wealth Management
Michigan
$1.41M +$48.7K +2,762 +4%
SWM
116
SeaCrest Wealth Management
New York
$1.39M +$36.6K +2,078 +3%
QIM
117
Quantitative Investment Management
Virginia
$1.37M +$1.37M +78,064 New
BA
118
Ballast Advisors
Minnesota
$1.35M +$41.4K +2,348 +3%
IAIM
119
International Assets Investment Management
Florida
$1.32M +$1.32M +64,408 New
Osaic Holdings
120
Osaic Holdings
Arizona
$1.31M -$9.48M -538,574 -88%
Morgan Stanley
121
Morgan Stanley
New York
$1.29M -$5.99M -339,962 -82%
CIM
122
Cambria Investment Management
California
$1.28M -$169K -9,590 -12%
Betterment LLC
123
Betterment LLC
New York
$1.27M +$178K +10,102 +16%
PAG
124
Private Advisor Group
New Jersey
$1.27M +$9.69K +550 +0.8%
PCA
125
Personal Capital Advisors
California
$1.24M +$979K +55,592 +375%
3 4
5
6 7