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Schwab US REIT ETF
SCHH

Overview Fund Activity

399 hedge funds and large institutions have $3.3B invested in Schwab US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-29
Holders Change %
-6.78%
% of All Funds
8.81%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.53%
New
61
Increased
145
Reduced
139
Closed
83
Calls
$954K
Puts
$139K
Net Calls
+$815K
Net Calls Change
-$1.24M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$200M
2
Financial Engines Advisors
Financial Engines Advisors
California
$395M
3
US Bancorp
US Bancorp
Minnesota
$162M
4
M&T Bank
M&T Bank
New York
$47.8M
5
Creative Planning
Creative Planning
Kansas
$491M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$867M
2
PFG
Piershale Financial Group
Illinois
$0
3
Ameriprise
Ameriprise
Minnesota
$8.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
151
Parametric Portfolio Associates
Washington
$899K -$45.7K -2,790 -5%
ACM
152
AlphaStar Capital Management
North Carolina
$883K +$883K +53,756 New
EHPM
153
Emery Howard Portfolio Management
California
$880K -$3.86K -236 -0.4%
MAS
154
Madden Advisory Services
Florida
$872K -$1.08M -65,958 -55%
B
155
Bridgeworth
Alabama
$864K +$490K +29,906 +131%
EWM
156
Empirical Wealth Management
Washington
$859K +$501K +30,588 +140%
CFMC
157
Curbstone Financial Management Corp
New Hampshire
$841K -$73.6K -4,500 -8%
PWA
158
Providence Wealth Advisors
Illinois
$818K +$68.7K +4,604 +9%
TC
159
TownSquare Capital
Utah
$797K +$80.9K +4,754 +11%
CI
160
Cordant Inc
Oregon
$792K +$68K +4,152 +9%
BDF
161
Black Diamond Financial
Maryland
$788K +$140K +8,526 +22%
MCM
162
MAI Capital Management
Ohio
$751K +$186K +11,378 +33%
SCA
163
Stokes Capital Advisors
South Carolina
$742K -$328K -20,058 -31%
MAS
164
Managed Account Services
Florida
$732K -$280K -18,920 -28%
AWM
165
AE Wealth Management
Kansas
$726K -$289K -17,668 -28%
HWA
166
HHM Wealth Advisors
Tennessee
$726K -$27.6K -1,690 -4%
BWM
167
BCS Wealth Management
Tennessee
$722K +$119K +7,282 +20%
SS
168
Sunbelt Securities
Texas
$716K +$716K +37,508 New
NRI
169
NFP Retirement Inc
California
$707K -$5.7K -348 -0.8%
TFS
170
TrustCore Financial Services
Tennessee
$691K +$51.6K +3,152 +8%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$657K -$55.7K -3,404 -8%
TRCT
172
Tower Research Capital (TRC)
New York
$651K -$29.8K -1,818 -4%
PCIA
173
Prime Capital Investment Advisors
Kansas
$650K -$1.45M -88,684 -69%
IA
174
IFG Advisors
Missouri
$649K +$19.9K +1,218 +3%
SFWC
175
Strategic Family Wealth Counselors
New Jersey
$635K -$469K -28,634 -42%
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