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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 %
AFA
176
Atlanta Financial Associates
Georgia
$622K +$622K +37,980 New
Stifel Financial
177
Stifel Financial
Missouri
$612K -$321K -19,550 -34%
AF
178
Advisornet Financial
Minnesota
$604K +$224K +13,712 +59%
A
179
AdvicePeriod
California
$598K -$2.19K -134 -0.4%
MAM
180
Marquette Asset Management
Minnesota
$591K -$133K -8,144 -18%
KeyBank National Association
181
KeyBank National Association
Ohio
$590K +$590K +36,020 New
HWMG
182
Hurlow Wealth Management Group
Indiana
$589K +$73.2K +4,242 +14%
EA
183
Efficient Advisors
Ohio
$576K -$15.5K -946 -3%
SBH
184
Segall Bryant & Hamill
Illinois
$573K -$35.9K -2,200 -6%
TYCC
185
Texas Yale Capital Corp
Florida
$558K -$721K -44,052 -56%
H
186
HoyleCohen
California
$534K +$118K +7,222 +28%
MWA
187
MFA Wealth Advisors
Pennsylvania
$531K +$383K +23,976 +259%
B
188
Bailard
California
$511K -$33.7K -2,058 -6%
LWM
189
Loveless Wealth Management
Montana
$493K +$11.2K +682 +2%
UBS Group
190
UBS Group
Switzerland
$483K -$627K -38,286 -56%
State Street
191
State Street
Massachusetts
$476K +$20K +1,224 +4%
ACM
192
Armbruster Capital Management
New York
$474K -$3.13M -191,162 -87%
LF
193
LifeSteps Financial
California
$469K +$3.43K +210 +0.7%
FA
194
FC Advisory
Pennsylvania
$469K +$29.5K +1,798 +7%
MCM
195
Mainstay Capital Management
Michigan
$467K -$29.5K -1,934 -6%
WCG
196
Wall Capital Group
Arizona
$455K +$208K +12,682 +84%
BAM
197
Baldrige Asset Management
Pennsylvania
$445K +$4.75K +290 +1%
CAG
198
Curtis Advisory Group
California
$435K -$58.5K -3,580 -12%
RJA
199
Raymond James & Associates
Florida
$426K +$2.85K +174 +0.7%
SWA
200
Stratos Wealth Advisors
Ohio
$421K -$1.4M -85,890 -77%
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