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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.

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
1
Financial Engines Advisors
California
$439M
2
Charles Schwab
2
Charles Schwab
California
$217M
3
US Bancorp
3
US Bancorp
Minnesota
$200M
4
M&T Bank
4
M&T Bank
New York
$38.7M
5
MTC
5
Matrix Trust Company
Colorado
$49M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$66.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$720M
3
Creative Planning
3
Creative Planning
Kansas
$517M
4
MFS
4
Mirabella Financial Services
United Kingdom
$0
5
JIP
5
JBJ Investment Partners
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$720M 20,356,247 -191,826 -0.9%
Creative Planning
2
Creative Planning
Kansas
$517M 14,631,029 -181,967 -1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$439M 12,405,980 +2,198,364 +22%
Charles Schwab
4
Charles Schwab
California
$217M 6,134,937 +315,426 +5%
US Bancorp
5
US Bancorp
Minnesota
$200M 5,663,387 +184,653 +3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$145M 4,169,152 +48,273 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$76.3M 2,156,011 +58,013 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$66.2M 1,872,745 -681,964 -27%
MTC
9
Matrix Trust Company
Colorado
$49M 1,384,351 +116,094 +9%
M&T Bank
10
M&T Bank
New York
$38.7M 1,094,479 +136,500 +14%
MGIA
11
Moneta Group Investment Advisors
Missouri
$32.3M 912,383 +63,348 +7%
FM
12
Foster & Motley
Ohio
$14.1M 399,185 -23,259 -6%
MRC
13
Millburn Ridgefield Corp
New York
$12.3M 347,408 -21,712 -6%
CCA
14
Catalyst Capital Advisors
New York
$12.2M 345,730 -22,303 -6%
Wells Fargo
15
Wells Fargo
California
$11.1M 312,508 -9,553 -3%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$11M 309,625 +26,023 +9%
LSAG
17
Lake Street Advisors Group
New Hampshire
$9.45M 267,052 +29,273 +12%
BWA
18
BlueSky Wealth Advisors
North Carolina
$9.41M 256,528 -13,770 -5%
EPM
19
Elm Partners Management
Pennsylvania
$9.02M 255,000 – –
TI
20
Truepoint Inc
Ohio
$8.81M 249,153 -11,084 -4%
ABC
21
Associated Banc-Corp
Wisconsin
$8.74M 246,997 -11,643 -5%
Wealthfront Advisers
22
Wealthfront Advisers
California
$8.72M 246,433 +8,758 +4%
NQWM
23
Northwest Quadrant Wealth Management
Oregon
$8.42M 238,689 +2,051 +0.9%
OFG
24
Omega Financial Group
California
$7.44M 210,355 +6,218 +3%
FMT
25
First Mercantile Trust
Tennessee
$7.17M 194,278 +2,309 +1%
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