SCHH icon

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.

New
Increased
Maintained
Reduced
Closed
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
Financial Engines Advisors
California
$549M
2
Charles Schwab
Charles Schwab
California
$272M
3
CSIA
Charles Schwab Investment Advisory
California
$790M
4
US Bancorp
US Bancorp
Minnesota
$227M
5
AWM
AE Wealth Management
Kansas
$11.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
$33.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$63.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$338K
4
AIM
Aurora Investment Managers
Florida
$0
5
FNC
First National Corp
Massachusetts
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Stokes Capital Advisors
South Carolina
$900K -$31.8K -1,674 -3%
WA
127
WBH Advisory
Maryland
$880K -$52.2K -2,728 -6%
B
128
Bridgeworth
Alabama
$854K -$10.6K -556 -1%
ASN
129
Advisory Services Network
Georgia
$833K -$341K -17,972 -29%
HWA
130
HHM Wealth Advisors
Tennessee
$780K -$38K -2,000 -5%
EA
131
Efficient Advisors
Ohio
$780K +$6.69K +352 +0.9%
WFA
132
Websterrogers Financial Advisors
South Carolina
$777K +$777K +41,368 New
BDF
133
Black Diamond Financial
Maryland
$767K -$40.7K -2,146 -5%
FFN
134
Focus Financial Network
Minnesota
$767K -$84.6K -4,442 -10%
RC
135
Roundview Capital
New Jersey
$765K -$83.7K -4,408 -10%
GC
136
Garde Capital
Washington
$763K +$392K +20,660 +106%
SWM
137
SigFig Wealth Management
California
$730K +$164K +8,628 +29%
RCA
138
Reitz Capital Advisors
Michigan
$728K -$383K -20,164 -34%
WCFA
139
Walkner Condon Financial Advisors
Wisconsin
$722K +$143K +7,548 +25%
MAS
140
Managed Account Services
Florida
$717K -$1.03K -54 -0.1%
State Street
141
State Street
Massachusetts
$710K +$15.4K +810 +2%
H
142
HoyleCohen
California
$670K +$5.36K +282 +0.8%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$644K -$792K -41,602 -55%
SBH
144
Segall Bryant & Hamill
Illinois
$642K – – –
TWM
145
Tradition Wealth Management
Minnesota
$640K +$640K +33,714 New
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$639K -$65.2K -3,434 -9%
FI
147
FormulaFolio Investments
Michigan
$623K -$48.2K -2,538 -7%
FF
148
Friedenthal Financial
New Jersey
$619K -$352K -18,732 -36%
JAG
149
Journey Advisory Group
Kentucky
$618K +$618K +32,526 New
GT
150
Greenleaf Trust
Michigan
$610K +$27.1K +1,428 +5%
4 5
6
7 8