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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$724M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$90M
3
Financial Engines Advisors
Financial Engines Advisors
California
$360M
4
AA
Alesco Advisors
New York
$2.84M
5
FEG
Fund Evaluation Group
Ohio
$7.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
176
Cahill Financial Advisors
Minnesota
$554K -$1.59M -90,256 -74%
CCWA
177
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$553K +$553K +31,398 New
SFS
178
Sowell Financial Services
Arkansas
$544K +$352K +20,014 +184%
MCM
179
Mainstay Capital Management
Michigan
$538K – – –
TRCT
180
Tower Research Capital (TRC)
New York
$532K -$168K -9,556 -24%
LWM
181
Loveless Wealth Management
Montana
$530K – – –
RCA
182
Reitz Capital Advisors
Michigan
$512K -$601K -34,114 -54%
AAS
183
Avantax Advisory Services
Texas
$507K -$1.05M -59,430 -67%
FA
184
FC Advisory
Pennsylvania
$504K +$35 +2 +0%
GT
185
Greenleaf Trust
Michigan
$502K +$74.7K +4,246 +17%
WCG
186
Wall Capital Group
Arizona
$489K – – –
LF
187
LifeSteps Financial
California
$488K -$16.8K -952 -3%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$477K -$206K -11,694 -30%
JC
189
Jentner Corp
Ohio
$470K +$27K +1,536 +6%
BAM
190
Baldrige Asset Management
Pennsylvania
$460K -$18.5K -1,050 -4%
RJA
191
Raymond James & Associates
Florida
$460K +$1.48K +84 +0.3%
PWA
192
Peterson Wealth Advisors
Utah
$452K +$175K +9,956 +63%
SWM
193
SigFig Wealth Management
California
$434K +$1.94K +110 +0.4%
MSWMA
194
Market Street Wealth Management Advisors
Indiana
$430K +$68.7K +3,902 +19%
GLA
195
Great Lakes Advisors
Illinois
$427K +$14.9K +848 +4%
WAM
196
Wakefield Asset Management
Colorado
$426K +$85.5K +4,848 +25%
B
197
Bailard
California
$423K -$127K -7,218 -23%
BSW
198
Buckingham Strategic Wealth
Missouri
$417K +$3.6K +204 +0.9%
LCM
199
Liberty Capital Management
Michigan
$412K +$9.22K +524 +2%
GCP
200
Gill Capital Partners
Colorado
$408K +$58.5K +3,322 +17%
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