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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 %
JC
201
Jentner Corp
Ohio
$412K -$15.6K -950 -4%
PFM
202
Peak Financial Management
Massachusetts
$412K +$61.6K +3,768 +18%
XS
203
XR Securities
Illinois
$405K +$405K +24,716 New
SWM
204
SigFig Wealth Management
California
$401K +$2.26K +138 +0.6%
RFC
205
Regions Financial Corp
Alabama
$400K +$400K +24,464 New
GT
206
Greenleaf Trust
Michigan
$397K -$2.65K -162 -0.7%
BSW
207
Buckingham Strategic Wealth
Missouri
$384K +$108K +6,596 +39%
GLA
208
Great Lakes Advisors
Illinois
$383K +$147K +8,948 +62%
LCM
209
Liberty Capital Management
Michigan
$375K -$262 -16 -0.1%
PA
210
PFG Advisors
Arizona
$370K -$155K -9,242 -29%
AOWM
211
Alpha Omega Wealth Management
Virginia
$366K – – –
3AM
212
3D Asset Management
Connecticut
$364K -$131K -8,010 -26%
PHAM
213
Palisades Hudson Asset Management
Florida
$364K -$6.32K -386 -2%
FI
214
FormulaFolio Investments
Michigan
$353K -$2.07M -126,454 -85%
PWM
215
Perigon Wealth Management
California
$344K +$39K +2,126 +13%
BL
216
BFSG LLC
California
$343K -$467K -28,500 -58%
MSWMA
217
Market Street Wealth Management Advisors
Indiana
$336K +$336K +20,528 New
PFA
218
Pure Financial Advisors
California
$329K +$329K +20,084 New
LJAC
219
L.J. Altfest & Co
New York
$327K +$3.86K +236 +1%
GCP
220
Gill Capital Partners
Colorado
$325K +$325K +19,836 New
WAM
221
Wakefield Asset Management
Colorado
$316K +$110K +6,736 +54%
AA
222
Ancora Advisors
Ohio
$314K -$6.16K -376 -2%
ACG
223
Allen Capital Group
Nebraska
$310K -$95.2K -5,820 -23%
AMG
224
Asset Management Group
Connecticut
$295K +$951 +58 +0.3%
AP
225
Adero Partners
California
$295K +$6.92K +422 +2%
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