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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 Holding Trade Value Shares
Change 		Shares
Change %
RW
101
REDW Wealth
New Mexico
$1.38M -$484K -25,498 -26%
DTIM
102
Danda Trouve Investment Management
Kansas
$1.38M -$471K -24,796 -25%
PFC
103
Phocas Financial Corp
California
$1.31M -$1.71M – –
MAS
104
Madden Advisory Services
Florida
$1.31M +$62.5K +3,292 +5%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$1.25M -$25.2K -1,326 -2%
PWS
106
Peloton Wealth Strategists
Indiana
$1.21M +$1.21M +63,862 New
Osaic Holdings
107
Osaic Holdings
Arizona
$1.2M +$58.3K +3,066 +5%
AA
108
Alesco Advisors
New York
$1.18M -$579K -30,506 -33%
OIA
109
OneDigital Investment Advisors
Kansas
$1.17M -$333K -17,530 -22%
KAS
110
Kestra Advisory Services
Texas
$1.17M +$1.16M +62,050 +22,981%
RF
111
RHS Financial
California
$1.11M +$630K +33,164 +132%
SCI
112
Stableford Capital II
Arizona
$1.07M +$42.9K +2,262 +4%
UCFA
113
United Capital Financial Advisors
Texas
$1.04M -$58.3K -3,072 -5%
IA
114
IFG Advisors
Missouri
$1.04M +$59.3K +3,126 +6%
CFMC
115
Curbstone Financial Management Corp
New Hampshire
$1.03M – – –
PFA
116
Pure Financial Advisors
California
$1.02M -$13.7K -724 -1%
CWM
117
Curi Wealth Management
North Carolina
$1M +$1M +52,896 New
CI
118
Cordant Inc
Oregon
$1M +$23.3K +1,230 +2%
CAG
119
Curtis Advisory Group
California
$993K +$374K +19,730 +61%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$992K +$306K +16,124 +45%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$965K -$260K -13,678 -21%
BWM
122
BCS Wealth Management
Tennessee
$958K +$79.5K +4,188 +9%
RPCA
123
Running Point Capital Advisors
California
$929K +$929K +48,958 New
VM
124
VPR Management
Texas
$919K +$919K +48,400 New
PRWA
125
Platte River Wealth Advisors
Colorado
$916K -$42.5K -2,232 -4%
3 4
5
6 7