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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
1
US Bancorp
Minnesota
$193M
2
FNC
2
First National Corp
Massachusetts
$11.8M
3
EPM
3
Elm Partners Management
Pennsylvania
$8.98M
4
MFS
4
Mirabella Financial Services
United Kingdom
$6.38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.08M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$724M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$90M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$360M
4
AA
4
Alesco Advisors
New York
$2.84M
5
FEG
5
Fund Evaluation Group
Ohio
$7.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
151
D.B. Root & Company
Pennsylvania
$761K -$258K -14,662 -25%
BDF
152
Black Diamond Financial
Maryland
$749K -$98.3K -5,582 -12%
HWA
153
HHM Wealth Advisors
Tennessee
$749K -$32.8K -1,860 -4%
CCA
154
Cobblestone Capital Advisors
New York
$746K -$399K -22,630 -35%
EA
155
Efficient Advisors
Ohio
$742K +$122K +6,898 +20%
IA
156
IFG Advisors
Missouri
$737K +$38.5K +2,188 +6%
LFA
157
Landmark Financial Advisors
Kentucky
$671K -$553K -30,802 -45%
EHPM
158
Emery Howard Portfolio Management
California
$664K -$283K -16,070 -30%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$663K -$549K -31,192 -45%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$661K -$45.1K -2,560 -6%
AFA
161
Atlanta Financial Associates
Georgia
$657K -$11.5K -654 -2%
MAS
162
Managed Account Services
Florida
$649K -$218K -12,454 -25%
PWA
163
Providence Wealth Advisors
Illinois
$643K -$323K -18,306 -33%
TFS
164
TrustCore Financial Services
Tennessee
$631K -$113K -6,392 -15%
State Street
165
State Street
Massachusetts
$627K +$115K +6,508 +22%
NRI
166
NFP Retirement Inc
California
$624K -$136K -7,728 -18%
AF
167
Advisornet Financial
Minnesota
$624K -$25.9K -1,470 -4%
TYCC
168
Texas Yale Capital Corp
Florida
$601K – – –
SBH
169
Segall Bryant & Hamill
Illinois
$596K -$22.2K -1,262 -4%
H
170
HoyleCohen
California
$596K +$22.3K +1,268 +4%
SCI
171
Stableford Capital II
Arizona
$579K +$579K +32,858 New
CAG
172
Curtis Advisory Group
California
$574K +$106K +6,000 +23%
ACM
173
AlphaStar Capital Management
North Carolina
$568K -$380K -21,560 -40%
SWA
174
Stratos Wealth Advisors
Ohio
$568K +$115K +6,500 +25%
VCM
175
Vision Capital Management
Oregon
$560K +$560K +31,810 New
5 6
7
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