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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
US Bancorp
Minnesota
$193M
2
FNC
First National Corp
Massachusetts
$11.8M
3
EPM
Elm Partners Management
Pennsylvania
$8.98M
4
MFS
Mirabella Financial Services
United Kingdom
$6.38M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6.08M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$724M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$90M
3
Financial Engines Advisors
Financial Engines Advisors
California
$360M
4
AA
Alesco Advisors
New York
$2.84M
5
FEG
Fund Evaluation Group
Ohio
$7.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$1.23M -$125K -7,104 -9%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$1.22M -$4.81M -272,820 -80%
MF
128
Manchester Financial
California
$1.21M -$16.1K -914 -1%
BAM
129
Berkshire Asset Management
Pennsylvania
$1.2M – – –
TAM
130
Trillium Asset Management
Massachusetts
$1.13M – – –
FF
131
Friedenthal Financial
New Jersey
$1.12M -$220K -12,510 -16%
DCM
132
Davis Capital Management
Florida
$1.08M -$32.9K -1,868 -3%
ASN
133
Advisory Services Network
Georgia
$1.07M -$928K -52,698 -46%
FFN
134
Focus Financial Network
Minnesota
$1.04M -$276K -15,692 -21%
FTUS
135
Flow Traders U.S.
New York
$1.03M +$1.03M +58,600 New
MAS
136
Madden Advisory Services
Florida
$1.03M +$91.8K +5,218 +10%
UCFA
137
United Capital Financial Advisors
Texas
$1.01M -$5.04K -286 -0.5%
Goldman Sachs
138
Goldman Sachs
New York
$1M -$3.14M -178,488 -76%
PRWA
139
Platte River Wealth Advisors
Colorado
$1M +$1M +55,658 New
PFA
140
Pure Financial Advisors
California
$960K +$606K +34,424 +171%
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$956K +$51.1K +2,900 +6%
RC
142
Roundview Capital
New Jersey
$947K -$708K -40,214 -43%
XS
143
XR Securities
Illinois
$935K +$500K +28,392 +115%
AWM
144
AE Wealth Management
Kansas
$929K +$148K +8,422 +19%
CI
145
Cordant Inc
Oregon
$904K +$52K +2,952 +6%
B
146
Bridgeworth
Alabama
$818K -$111K -6,328 -12%
DSA
147
Droms Strauss Advisors
Missouri
$817K +$817K +46,498 New
SCA
148
Stokes Capital Advisors
South Carolina
$815K +$16.7K +950 +2%
BWM
149
BCS Wealth Management
Tennessee
$807K +$30.2K +1,716 +4%
CA
150
Cambridge Advisors
Nebraska
$789K -$350K -19,888 -31%
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