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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 %
PGA
201
Portland Global Advisors
Maine
$267K +$267K +15,078 New
LAIC
202
Lederer & Associates Investment Counsel
California
$267K +$267K +15,082 New
EFSCE
203
Enterprise Financial Services Corp (EFSC)
Missouri
$265K -$7.07K -400 -3%
RBC
204
Roble Belko & Company
Pennsylvania
$263K -$1.52K -86 -0.6%
CA
205
Cambridge Advisors
Nebraska
$258K -$536K -30,248 -67%
CAMG
206
CWA Asset Management Group
Florida
$258K +$1.77K +100 +0.7%
TFS
207
TrustCore Financial Services
Tennessee
$256K -$378K -21,356 -60%
MCM
208
MAI Capital Management
Ohio
$256K -$51.2K -2,892 -17%
DP
209
DDD Partners
Washington
$252K +$10.2K +574 +4%
AWA
210
Alaska Wealth Advisors
Alaska
$250K +$16.2K +916 +7%
BRWA
211
B. Riley Wealth Advisors
Florida
$247K +$16.9K +952 +7%
ACA
212
Ascension Capital Advisors
Texas
$246K – – –
SFA
213
Sequoia Financial Advisors
Ohio
$241K +$177 +10 +0.1%
BFA
214
Bluestem Financial Advisors
Illinois
$236K -$137K -7,772 -37%
GAM
215
Garrison Asset Management
Arkansas
$227K +$1.49K +84 +0.7%
IAN
216
Integrated Advisors Network
Texas
$223K -$283 -16 -0.1%
FNC
217
First National Corp
Massachusetts
$220K -$121K -237,556 -35%
PWMAG
218
Pinnacle Wealth Management Advisory Group
New Jersey
$216K – – –
HA
219
Harborview Advisors
Maine
$216K +$10K +566 +5%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$213K +$213K +12,024 New
BlackRock
221
BlackRock
New York
$207K -$16.6K -940 -7%
RMC
222
Regis Management Company
California
$205K – – –
HCM
223
Hengehold Capital Management
Ohio
$204K -$26.9K -1,520 -12%
IA
224
IFP Advisors
Florida
$170K +$785 +44 +0.5%
NFG
225
Next Financial Group
Texas
$155K +$155K +8,750 New
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9
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