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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 %
Stifel Financial
176
Stifel Financial
Missouri
$413K +$13.4K +756 +3%
GLA
177
Great Lakes Advisors
Illinois
$398K -$30.7K -1,736 -7%
AOWM
178
Alpha Omega Wealth Management
Virginia
$396K – – –
B
179
Bailard
California
$393K -$31.7K -1,790 -7%
AIA
180
Armor Investment Advisors
North Carolina
$382K +$83.6K +4,720 +28%
PFM
181
Peak Financial Management
Massachusetts
$376K -$22.9K -1,292 -6%
PA
182
PFG Advisors
Arizona
$362K -$17.4K -946 -5%
LWAC
183
Laurel Wealth Advisors (California)
California
$361K -$1.71M -96,672 -83%
GC
184
Garde Capital
Washington
$345K -$3.53M -199,800 -91%
CI
185
CX Institutional
Indiana
$342K +$41.7K +2,358 +14%
TI
186
Trexquant Investment
Connecticut
$323K -$1.39M -78,626 -81%
AMG
187
Asset Management Group
Connecticut
$322K +$2.05K +116 +0.6%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$318K -$161K -9,114 -34%
FNBT
189
FineMark National Bank & Trust
Florida
$314K +$4.24K +240 +1%
AFAS
190
Acorn Financial Advisory Services
Virginia
$311K -$2.23K -126 -0.7%
KAS
191
Kestra Advisory Services
Texas
$305K +$305K +270 New
PA
192
Parallel Advisors
California
$303K +$2.69K +152 +0.9%
PS
193
Portfolio Solutions
Michigan
$301K -$20.1K -1,134 -6%
DSA
194
Droms Strauss Advisors
Missouri
$293K -$528K -29,912 -64%
KWM
195
Kingsview Wealth Management
Oregon
$292K +$14K +792 +5%
RG
196
Retirement Group
California
$286K -$72.1K -4,080 -20%
FVWA
197
Foster Victor Wealth Advisors
South Carolina
$285K +$20.4K +1,156 +8%
UBS Group
198
UBS Group
Switzerland
$282K -$3.2M -180,808 -92%
CP
199
Camelot Portfolios
Ohio
$274K +$5.38K +304 +2%
PA
200
Pinnacle Associates
New York
$267K +$31.7K +1,796 +13%
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