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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 %
TYCC
151
Texas Yale Capital Corp
Florida
$604K +$12.8K +676 +2%
HT
152
HAP Trading
New York
$603K +$603K +31,748 New
FA
153
FC Advisory
Pennsylvania
$602K +$4.94K +260 +0.8%
LFA
154
Landmark Financial Advisors
Kentucky
$594K -$27.1K -1,486 -4%
CCA
155
Cobblestone Capital Advisors
New York
$593K -$155K -8,160 -21%
DSA
156
Droms Strauss Advisors
Missouri
$589K +$275K +14,530 +88%
DBRC
157
D.B. Root & Company
Pennsylvania
$587K -$236K -12,428 -29%
AAS
158
Avantax Advisory Services
Texas
$587K +$89.1K +4,690 +18%
MCM
159
Mainstay Capital Management
Michigan
$584K -$608 -32 -0.1%
HB
160
Homrich & Berg
Georgia
$581K +$581K +30,600 New
RSWM
161
Robertson Stephens Wealth Management
California
$576K -$494K -25,948 -46%
KeyBank National Association
162
KeyBank National Association
Ohio
$567K – – –
BAM
163
Baldrige Asset Management
Pennsylvania
$564K +$41.3K +2,176 +8%
CCWA
164
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$562K +$1.25K +66 +0.2%
PIMG
165
Patriot Investment Management Group
Tennessee
$555K -$1.21M -63,876 -69%
LWM
166
Loveless Wealth Management
Montana
$549K -$380 -20 -0.1%
BSW
167
Buckingham Strategic Wealth
Missouri
$547K -$54.4K -2,866 -9%
NRI
168
NFP Retirement Inc
California
$534K -$112K -5,910 -17%
CFA
169
Cahill Financial Advisors
Minnesota
$527K -$24.7K -1,304 -4%
RJA
170
Raymond James & Associates
Florida
$521K -$29.8K -1,572 -5%
JC
171
Jentner Corp
Ohio
$520K -$3.99K -210 -0.8%
PWA
172
Peterson Wealth Advisors
Utah
$515K +$11.3K +594 +2%
CL
173
Choreo LLC
Illinois
$513K +$513K +26,922 New
PWM
174
Perigon Wealth Management
California
$511K +$63.9K +3,362 +14%
AFA
175
Atlanta Financial Associates
Georgia
$509K -$29.1K -1,530 -5%
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