We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

354 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, 118 increasing their positions, 140 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $784K | Put options by funds: $458K

1.73% more ownership

Funds ownership: 138.42%140.15% (+1.7%)

0% less capital invested

Capital invested by funds: $2.94B → $2.94B (-$4.82M)

6% less funds holding

Funds holding: 378354 (-24)

16% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 140

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
354
Holders Change
-24
Holders Change %
-6.35%
% of All Funds
7.14%
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
118
Reduced
140
Closed
48
Calls
$784K
Puts
$458K
Net Calls
+$326K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WBH Advisory
Maryland
$861K +$876K +48,706 New
PCA
127
Personal Capital Advisors
California
$857K -$396K -21,998 -31%
BWM
128
BCS Wealth Management
Tennessee
$819K +$8.1K +450 +1%
B
129
Bridgeworth
Alabama
$806K -$16.1K -894 -2%
FFN
130
Focus Financial Network
Minnesota
$791K -$258K -14,344 -24%
RC
131
Roundview Capital
New Jersey
$790K -$163K -9,066 -17%
DBRC
132
D.B. Root & Company
Pennsylvania
$767K +$2.56K +142 +0.3%
HWA
133
HHM Wealth Advisors
Tennessee
$762K +$10.4K +580 +1%
BDF
134
Black Diamond Financial
Maryland
$753K +$108 +6 +0%
EA
135
Efficient Advisors
Ohio
$720K -$25K -1,390 -3%
CCA
136
Cobblestone Capital Advisors
New York
$697K -$53.1K -2,950 -7%
MAS
137
Managed Account Services
Florida
$676K +$7.74K +430 +1%
IFG
138
Independent Financial Group
California
$670K +$25.2K +1,400 +4%
AWM
139
AE Wealth Management
Kansas
$656K -$282K -15,670 -30%
State Street
140
State Street
Massachusetts
$647K +$18.2K +1,012 +3%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$640K -$597K -33,158 -48%
LFA
142
Landmark Financial Advisors
Kentucky
$628K -$60.1K -3,338 -9%
FI
143
FormulaFolio Investments
Michigan
$625K +$251K +13,940 +65%
H
144
HoyleCohen
California
$619K +$20.4K +1,134 +3%
NRI
145
NFP Retirement Inc
California
$602K -$25.4K -1,410 -4%
SBH
146
Segall Bryant & Hamill
Illinois
$598K
AF
147
Advisornet Financial
Minnesota
$591K -$36.5K -2,028 -6%
CAG
148
Curtis Advisory Group
California
$577K
EHPM
149
Emery Howard Portfolio Management
California
$576K -$92K -5,112 -14%
BSW
150
Buckingham Strategic Wealth
Missouri
$560K +$144K +8,002 +34%