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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 %
MCM
151
Mainstay Capital Management
Michigan
$545K +$3.08K +174 +0.6%
SWA
152
Stratos Wealth Advisors
Ohio
$543K -$27.3K -1,544 -5%
GT
153
Greenleaf Trust
Michigan
$543K +$38.5K +2,178 +8%
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$539K +$539K +30,464 New
KeyBank National Association
155
KeyBank National Association
Ohio
$528K +$528K +29,870 New
SWM
156
SigFig Wealth Management
California
$527K +$92.2K +5,220 +21%
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$523K -$32.8K -1,852 -6%
CFA
158
Cahill Financial Advisors
Minnesota
$514K -$41.9K -2,368 -8%
RJA
159
Raymond James & Associates
Florida
$513K +$51.8K +2,932 +11%
LWM
160
Loveless Wealth Management
Montana
$512K -$21.2K -1,200 -4%
AFA
161
Atlanta Financial Associates
Georgia
$501K -$159K -9,000 -24%
LF
162
LifeSteps Financial
California
$489K -$1.81K -102 -0.4%
JC
163
Jentner Corp
Ohio
$488K +$15.5K +876 +3%
BAM
164
Baldrige Asset Management
Pennsylvania
$487K +$24.4K +1,380 +5%
Goldman Sachs
165
Goldman Sachs
New York
$469K -$537K -30,348 -53%
PWA
166
Peterson Wealth Advisors
Utah
$469K +$15.1K +852 +3%
AAS
167
Avantax Advisory Services
Texas
$464K -$44.9K -2,534 -9%
WAM
168
Wakefield Asset Management
Colorado
$460K +$32.9K +1,864 +8%
RF
169
RHS Financial
California
$443K +$443K +25,042 New
SFS
170
Sowell Financial Services
Arkansas
$441K -$106K -5,996 -19%
LJAC
171
L.J. Altfest & Co
New York
$439K +$90.5K +5,124 +26%
AP
172
Adero Partners
California
$437K +$157K +8,882 +56%
PHAM
173
Palisades Hudson Asset Management
Florida
$433K +$38.4K +2,170 +10%
PWM
174
Perigon Wealth Management
California
$416K +$39.5K +2,232 +10%
BFG
175
Baron Financial Group
New Jersey
$416K +$416K +23,520 New
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