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Schwab US REIT ETF
SCHH

Overview Fund Activity

352 hedge funds and large institutions have $2.94B invested in Schwab US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 48 closing their positions.

Holders
352
Holders Change
-24
Holders Change %
-6.38%
% of All Funds
7.12%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.26%
New
30
Increased
117
Reduced
139
Closed
48
Calls
$784K
Puts
$458K
Net Calls
+$326K
Net Calls Change
-$272K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$439M
2
Charles Schwab
2
Charles Schwab
California
$217M
3
US Bancorp
3
US Bancorp
Minnesota
$200M
4
M&T Bank
4
M&T Bank
New York
$38.7M
5
MTC
5
Matrix Trust Company
Colorado
$49M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$66.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$720M
3
Creative Planning
3
Creative Planning
Kansas
$517M
4
MFS
4
Mirabella Financial Services
United Kingdom
$0
5
JIP
5
JBJ Investment Partners
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$1.34M 75,776 +3,884 +5%
Betterment LLC
102
Betterment LLC
New York
$1.32M 74,332 +2,228 +3%
TAM
103
Trillium Asset Management
Massachusetts
$1.31M 73,862 +10,000 +16%
BA
104
Ballast Advisors
Minnesota
$1.28M 72,116 -4,542 -6%
Morgan Stanley
105
Morgan Stanley
New York
$1.24M 70,276 -3,128 -4%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$1.18M 66,908 +29,246 +78%
MAS
107
Madden Advisory Services
Florida
$1.16M 65,514 +6,992 +12%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$1.14M 64,512 -5,266 -8%
ASN
109
Advisory Services Network
Georgia
$1.09M 61,852 +1,132 +2%
Osaic Holdings
110
Osaic Holdings
Arizona
$1.06M 60,212 -14,032 -19%
Citadel Advisors
111
Citadel Advisors
Florida
$1.06M 59,792 +59,792 New
RCA
112
Reitz Capital Advisors
Michigan
$1.03M 58,490 +29,414 +101%
UCFA
113
United Capital Financial Advisors
Texas
$1.02M 57,880 +758 +1%
RSWM
114
Robertson Stephens Wealth Management
California
$994K 56,206 -145,794 -72%
FSWA
115
Financial Synergies Wealth Advisors
Texas
$978K 55,286 -62,410 -53%
PFA
116
Pure Financial Advisors
California
$961K 54,330 -178 -0.3%
CFMC
117
Curbstone Financial Management Corp
New Hampshire
$960K 54,300 – –
SCI
118
Stableford Capital II
Arizona
$960K 54,302 +21,444 +65%
MI
119
Moneywise Inc
Virginia
$951K 53,760 -28,320 -35%
FF
120
Friedenthal Financial
New Jersey
$914K 51,682 -11,632 -18%
CI
121
Cordant Inc
Oregon
$911K 51,504 +166 +0.3%
IA
122
IFG Advisors
Missouri
$910K 51,720 +9,878 +24%
PRWA
123
Platte River Wealth Advisors
Colorado
$890K 50,338 -5,320 -10%
SCA
124
Stokes Capital Advisors
South Carolina
$868K 49,090 +2,828 +6%
WA
125
WBH Advisory
Maryland
$861K 48,706 +48,706 New
3 4
5
6 7