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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.

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
1
Financial Engines Advisors
California
$549M
2
Charles Schwab
2
Charles Schwab
California
$272M
3
CSIA
3
Charles Schwab Investment Advisory
California
$790M
4
US Bancorp
4
US Bancorp
Minnesota
$227M
5
AWM
5
AE Wealth Management
Kansas
$11.5M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$33.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$63.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$338K
4
AIM
4
Aurora Investment Managers
Florida
$0
5
FNC
5
First National Corp
Massachusetts
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$790M 20,817,513 +461,266 +2%
Creative Planning
2
Creative Planning
Kansas
$555M 14,619,703 -11,326 -0.1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$549M 14,423,876 +2,017,896 +16%
Charles Schwab
4
Charles Schwab
California
$272M 7,153,330 +1,018,393 +17%
US Bancorp
5
US Bancorp
Minnesota
$227M 5,967,012 +303,625 +5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$162M 4,278,982 +109,830 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$89.7M 2,363,417 +207,406 +10%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$63.1M 1,661,726 -211,019 -11%
MTC
9
Matrix Trust Company
Colorado
$53.5M 1,407,892 +23,541 +2%
MGIA
10
Moneta Group Investment Advisors
Missouri
$35M 921,859 +9,476 +1%
M&T Bank
11
M&T Bank
New York
$33.3M 877,479 -217,000 -20%
FM
12
Foster & Motley
Ohio
$15.3M 402,549 +3,364 +0.8%
MFT
13
Moisand Fitzgerald Tamayo
Florida
$12.5M 328,525 +18,900 +6%
AWM
14
AE Wealth Management
Kansas
$11.5M 304,145 +285,590 +1,539%
MRC
15
Millburn Ridgefield Corp
New York
$11.1M 291,438 -55,970 -16%
CCA
16
Catalyst Capital Advisors
New York
$11M 289,758 -55,972 -16%
Wells Fargo
17
Wells Fargo
California
$10.7M 281,111 -31,397 -10%
BWA
18
BlueSky Wealth Advisors
North Carolina
$10.4M 273,631 +17,103 +7%
LSAG
19
Lake Street Advisors Group
New Hampshire
$10M 264,217 -2,835 -1%
EPM
20
Elm Partners Management
Pennsylvania
$9.68M 255,000 – –
TI
21
Truepoint Inc
Ohio
$9.48M 249,581 +428 +0.2%
NQWM
22
Northwest Quadrant Wealth Management
Oregon
$9.23M 245,729 +7,040 +3%
ABC
23
Associated Banc-Corp
Wisconsin
$9.02M 237,658 -9,339 -4%
Wealthfront Advisers
24
Wealthfront Advisers
California
$8.59M 226,174 -20,259 -8%
RA
25
Reby Advisors
Connecticut
$8.47M 223,047 +223,047 New
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