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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 %
WAM
176
Wakefield Asset Management
Colorado
$503K +$8.96K +472 +2%
Fisher Asset Management
177
Fisher Asset Management
Washington
$489K +$489K +25,746 New
LF
178
LifeSteps Financial
California
$481K -$43.6K -2,294 -8%
SS
179
Simplicity Solutions
Minnesota
$477K +$477K +25,110 New
RRC
180
Relaxing Retirement Coach
Massachusetts
$476K -$3.01M -158,762 -86%
AP
181
Adero Partners
California
$469K +$152 +8 +0%
LCM
182
Liberty Capital Management
Michigan
$469K +$469K +24,724 New
PHAM
183
Palisades Hudson Asset Management
Florida
$468K +$3.23K +170 +0.7%
Stifel Financial
184
Stifel Financial
Missouri
$468K +$24.4K +1,284 +5%
AIA
185
Armor Investment Advisors
North Carolina
$448K +$38.1K +2,004 +9%
MCM
186
MAI Capital Management
Ohio
$447K +$172K +9,048 +63%
LWAC
187
Laurel Wealth Advisors (California)
California
$440K +$52.7K +2,776 +14%
LJAC
188
L.J. Altfest & Co
New York
$429K -$42.4K -2,236 -9%
AOWM
189
Alpha Omega Wealth Management
Virginia
$425K – – –
BAMG
190
Brand Asset Management Group
Missouri
$424K -$1.98M -104,564 -82%
PFM
191
Peak Financial Management
Massachusetts
$416K +$13.1K +688 +3%
CG
192
Colony Group
Massachusetts
$407K +$407K +21,448 New
RA
193
Rational Advisors
New York
$402K +$262K +13,802 +187%
Goldman Sachs
194
Goldman Sachs
New York
$388K -$115K -6,064 -23%
LAIC
195
Lederer & Associates Investment Counsel
California
$381K +$94.7K +4,992 +33%
KWM
196
Kingsview Wealth Management
Oregon
$378K +$64.3K +3,382 +20%
B
197
Bailard
California
$375K -$46.4K -2,444 -11%
FWI
198
Facet Wealth Inc
Maryland
$371K +$371K +19,518 New
FSWA
199
Financial Synergies Wealth Advisors
Texas
$370K -$680K -35,818 -65%
DP
200
DDD Partners
Washington
$368K +$97.8K +5,158 +36%
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