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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.

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
1
US Bancorp
Minnesota
$193M
2
FNC
2
First National Corp
Massachusetts
$11.8M
3
EPM
3
Elm Partners Management
Pennsylvania
$8.98M
4
MFS
4
Mirabella Financial Services
United Kingdom
$6.38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.08M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$724M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$90M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$360M
4
AA
4
Alesco Advisors
New York
$2.84M
5
FEG
5
Fund Evaluation Group
Ohio
$7.24M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$724M 20,548,073 -5,922,175 -22%
Creative Planning
2
Creative Planning
Kansas
$522M 14,812,996 -183,633 -1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$360M 10,207,616 -1,846,782 -15%
Charles Schwab
4
Charles Schwab
California
$205M 5,819,511 -295,939 -5%
US Bancorp
5
US Bancorp
Minnesota
$193M 5,478,734 +536,732 +11%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$141M 4,120,879 +28,646 +0.7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$90M 2,554,709 -5,140,686 -67%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$73.9M 2,097,998 -19,970 -0.9%
MTC
9
Matrix Trust Company
Colorado
$44.7M 1,268,257 +94,230 +8%
M&T Bank
10
M&T Bank
New York
$33.7M 957,979 -501,469 -34%
MGIA
11
Moneta Group Investment Advisors
Missouri
$29.9M 849,035 +84,527 +11%
FM
12
Foster & Motley
Ohio
$14.9M 422,444 -3,065 -0.7%
MRC
13
Millburn Ridgefield Corp
New York
$13M 369,120 -87,387 -19%
CCA
14
Catalyst Capital Advisors
New York
$13M 368,033 -87,590 -19%
FNC
15
First National Corp
Massachusetts
$11.8M 334,680 +334,680 New
Wells Fargo
16
Wells Fargo
California
$11.3M 322,061 +6,164 +2%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$9.99M 283,602 +20,370 +8%
BWA
18
BlueSky Wealth Advisors
North Carolina
$9.52M 270,298 +75,149 +39%
TI
19
Truepoint Inc
Ohio
$9.17M 260,237 -163,437 -39%
ABC
20
Associated Banc-Corp
Wisconsin
$9.11M 258,640 -18,631 -7%
EPM
21
Elm Partners Management
Pennsylvania
$8.98M 255,000 +255,000 New
LSAG
22
Lake Street Advisors Group
New Hampshire
$8.38M 237,779 +69,527 +41%
Wealthfront Advisers
23
Wealthfront Advisers
California
$8.37M 237,675 +6,068 +3%
NQWM
24
Northwest Quadrant Wealth Management
Oregon
$8.23M 236,638 +6,570 +3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$8.17M 231,931 -95,812 -29%
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