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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 %
Stifel Financial
201
Stifel Financial
Missouri
$398K -$258K -14,660 -39%
PFM
202
Peak Financial Management
Massachusetts
$397K -$47.1K -2,672 -11%
AOWM
203
Alpha Omega Wealth Management
Virginia
$394K – – –
PHAM
204
Palisades Hudson Asset Management
Florida
$393K +$1.8K +102 +0.5%
FI
205
FormulaFolio Investments
Michigan
$377K -$3.1K -176 -0.8%
3AM
206
3D Asset Management
Connecticut
$375K -$16.3K -924 -4%
PWM
207
Perigon Wealth Management
California
$375K +$44.7K +2,540 +14%
BFA
208
Bluestem Financial Advisors
Illinois
$372K +$372K +21,128 New
PA
209
PFG Advisors
Arizona
$362K -$24.6K -1,406 -6%
RG
210
Retirement Group
California
$357K +$357K +20,268 New
LJAC
211
L.J. Altfest & Co
New York
$347K -$4.96K -282 -1%
GSWM
212
Golden State Wealth Management
California
$324K +$302K +6,368 +1,349%
ACG
213
Allen Capital Group
Nebraska
$322K -$11.6K -660 -3%
PS
214
Portfolio Solutions
Michigan
$320K +$78.1K +4,430 +32%
AMG
215
Asset Management Group
Connecticut
$319K +$1.9K +108 +0.6%
AFAS
216
Acorn Financial Advisory Services
Virginia
$313K +$919 +52 +0.3%
FNBT
217
FineMark National Bank & Trust
Florida
$309K +$1.09K +62 +0.4%
MCM
218
MAI Capital Management
Ohio
$306K -$503K -28,526 -62%
SS
219
Simplicity Solutions
Minnesota
$300K +$300K +17,014 New
CI
220
CX Institutional
Indiana
$299K +$33.2K +1,884 +12%
PA
221
Parallel Advisors
California
$298K +$2.18K +124 +0.7%
AIA
222
Armor Investment Advisors
North Carolina
$297K +$103K +5,838 +53%
IB
223
Intrust Bank
Kansas
$283K +$8.74K +496 +3%
AP
224
Adero Partners
California
$279K -$38.4K -2,180 -12%
KWM
225
Kingsview Wealth Management
Oregon
$277K +$12K +680 +5%
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