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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.

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
1
Charles Schwab
California
$200M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$395M
3
US Bancorp
3
US Bancorp
Minnesota
$162M
4
M&T Bank
4
M&T Bank
New York
$47.8M
5
Creative Planning
5
Creative Planning
Kansas
$491M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$867M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$8.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$867M 26,470,248 -1,174,606 -4%
Creative Planning
2
Creative Planning
Kansas
$491M 14,996,629 +1,284,904 +9%
Financial Engines Advisors
3
Financial Engines Advisors
California
$395M 12,054,398 +1,928,821 +19%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$252M 7,695,395 +617,898 +9%
Charles Schwab
5
Charles Schwab
California
$200M 6,115,450 +4,175,144 +215%
US Bancorp
6
US Bancorp
Minnesota
$162M 4,942,002 +1,563,233 +46%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$135M 4,092,233 +816,015 +25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$69.3M 2,117,968 +1,150,337 +119%
M&T Bank
9
M&T Bank
New York
$47.8M 1,459,448 +1,459,448 New
MTC
10
Matrix Trust Company
Colorado
$38.4M 1,174,027 +104,690 +10%
FEG
11
Fund Evaluation Group
Ohio
$30.3M 924,522 +75,604 +9%
AA
12
Alesco Advisors
New York
$26.5M 808,233 +18,618 +2%
MGIA
13
Moneta Group Investment Advisors
Missouri
$25M 764,508 -112,341 -13%
PCA
14
Personal Capital Advisors
California
$23.8M 7,419 +7,419 New
MRC
15
Millburn Ridgefield Corp
New York
$14.9M 456,507 -26,384 -5%
CCA
16
Catalyst Capital Advisors
New York
$14.9M 455,623 -27,268 -6%
FM
17
Foster & Motley
Ohio
$13.9M 425,509 +42,224 +11%
TI
18
Truepoint Inc
Ohio
$13.9M 423,674 +254,177 +150%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$10.7M 327,743 +266,501 +435%
Wells Fargo
20
Wells Fargo
California
$10.3M 315,897 -676 -0.2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$10.3M 315,680 -80,970 -20%
CNC
22
Citizens & Northern Corp
Pennsylvania
$10.3M 314,757 +36,337 +13%
ABC
23
Associated Banc-Corp
Wisconsin
$9.08M 277,271 +277,271 New
Ameriprise
24
Ameriprise
Minnesota
$8.7M 259,342 -348,322 -57%
MFT
25
Moisand Fitzgerald Tamayo
Florida
$8.62M 263,232 +32,088 +14%
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