SCHH icon

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.

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

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$66.2M
2
CSIA
Charles Schwab Investment Advisory
California
$720M
3
Creative Planning
Creative Planning
Kansas
$517M
4
MFS
Mirabella Financial Services
United Kingdom
$0
5
JIP
JBJ Investment Partners
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
126
Personal Capital Advisors
California
$857K -$389K -21,998 -31%
BWM
127
BCS Wealth Management
Tennessee
$819K +$7.96K +450 +1%
B
128
Bridgeworth
Alabama
$806K -$15.8K -894 -2%
FFN
129
Focus Financial Network
Minnesota
$791K -$254K -14,344 -24%
RC
130
Roundview Capital
New Jersey
$790K -$160K -9,066 -17%
DBRC
131
D.B. Root & Company
Pennsylvania
$767K +$2.51K +142 +0.3%
HWA
132
HHM Wealth Advisors
Tennessee
$762K +$10.3K +580 +1%
BDF
133
Black Diamond Financial
Maryland
$753K +$106 +6 +0%
EA
134
Efficient Advisors
Ohio
$720K -$24.6K -1,390 -3%
CCA
135
Cobblestone Capital Advisors
New York
$697K -$52.2K -2,950 -7%
MAS
136
Managed Account Services
Florida
$676K +$7.75K +430 +1%
AWM
137
AE Wealth Management
Kansas
$656K -$277K -15,670 -30%
State Street
138
State Street
Massachusetts
$647K +$17.9K +1,012 +3%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$640K -$587K -33,158 -48%
LFA
140
Landmark Financial Advisors
Kentucky
$628K -$61.6K -3,338 -9%
FI
141
FormulaFolio Investments
Michigan
$625K +$247K +13,940 +65%
H
142
HoyleCohen
California
$619K +$20.1K +1,134 +3%
NRI
143
NFP Retirement Inc
California
$602K -$24.9K -1,410 -4%
SBH
144
Segall Bryant & Hamill
Illinois
$598K – – –
AF
145
Advisornet Financial
Minnesota
$591K -$35.9K -2,028 -6%
CAG
146
Curtis Advisory Group
California
$577K – – –
EHPM
147
Emery Howard Portfolio Management
California
$576K -$90.3K -5,112 -14%
BSW
148
Buckingham Strategic Wealth
Missouri
$560K +$142K +8,002 +34%
FA
149
FC Advisory
Pennsylvania
$556K +$49.8K +2,818 +10%
TYCC
150
Texas Yale Capital Corp
Florida
$550K -$52.7K -2,984 -9%
4 5
6
7 8