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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 %
Renaissance Technologies
201
Renaissance Technologies
New York
$368K +$368K +19,400 New
AF
202
Advisornet Financial
Minnesota
$360K -$274K -14,420 -43%
PA
203
PFG Advisors
Arizona
$354K -$21.1K -1,108 -6%
AFAS
204
Acorn Financial Advisory Services
Virginia
$354K +$17.3K +904 +5%
SWA
205
Stratos Wealth Advisors
Ohio
$346K -$237K -12,482 -41%
FNBT
206
FineMark National Bank & Trust
Florida
$341K +$3.38K +178 +1%
RJFSA
207
Raymond James Financial Services Advisors
Florida
$338K -$6.15M -323,906 -95%
CI
208
CX Institutional
Indiana
$336K -$31.1K -1,640 -8%
BRWA
209
B. Riley Wealth Advisors
Florida
$336K +$70.9K +3,726 +27%
PA
210
Parallel Advisors
California
$328K +$2.77K +146 +0.9%
FVWA
211
Foster Victor Wealth Advisors
South Carolina
$319K +$13.4K +706 +4%
GLA
212
Great Lakes Advisors
Illinois
$313K -$114K -6,004 -27%
CP
213
Camelot Portfolios
Ohio
$305K +$10.8K +568 +4%
AWA
214
Alaska Wealth Advisors
Alaska
$301K +$32.1K +1,690 +12%
TIM
215
Tortoise Investment Management
New York
$297K +$141K +7,440 +91%
PA
216
Pinnacle Associates
New York
$290K +$3.19K +168 +1%
PGA
217
Portland Global Advisors
Maine
$286K – – –
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$285K – – –
RBC
219
Roble Belko & Company
Pennsylvania
$283K +$190 +10 +0.1%
CAMG
220
CWA Asset Management Group
Florida
$280K +$2.74K +144 +1%
RG
221
Retirement Group
California
$274K -$32.6K -1,720 -11%
NWA
222
Navis Wealth Advisors
New York
$273K +$273K +14,364 New
UBS Group
223
UBS Group
Switzerland
$266K -$36.8K -1,936 -12%
NL
224
NWAM LLC
Washington
$265K +$265K +13,952 New
CA
225
Cambridge Advisors
Nebraska
$262K -$14.4K -760 -5%
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9
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