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Schwab US REIT ETF
SCHH

Overview Fund Activity

327 hedge funds and large institutions have $2.99B invested in Schwab US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+30
Holders Change %
+10.1%
% of All Funds
7.3%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
71
Increased
123
Reduced
91
Closed
38
Calls
$2.83M
Puts
$1.63M
Net Calls
+$1.2M
Net Calls Change
+$1.8M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$43.1M
2
Wells Fargo
Wells Fargo
California
+$11.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.85M
4
CNC
Citizens & Northern Corp
Pennsylvania
+$9.44M
5
EK
Evensky & Katz
Florida
+$6.87M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$1.96B
2
CSIA
Charles Schwab Investment Advisory
California
-$54.3M
3
UBS AM
UBS AM
Illinois
-$15.9M
4
Ameriprise
Ameriprise
Minnesota
-$11.5M
5
ACM
Avalon Capital Management
California
-$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
226
Live Your Vision
Pennsylvania
$152K -$4.61K -230 -3%
LF
227
Lee Financial
Texas
$145K -$42.3K -2,200 -23%
WOC
228
West Oak Capital
California
$143K -$3.16K -164 -2%
TL
229
TrueWealth LLC
Georgia
$109K +$1.58K +82 +1%
CIR
230
Clear Investment Research
Georgia
$107K +$14.1K +730 +15%
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$103K -$2.77K -144 -3%
BBPWM
232
Blue Bell Private Wealth Management
Pennsylvania
$96K +$7.08K +366 +8%
LFG
233
Larson Financial Group
Missouri
$90K +$90K +4,650 New
FRA
234
Front Row Advisors
California
$88K – – –
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$88K +$64.6K +3,358 +276%
SWA
236
Sutton Wealth Advisors
Florida
$85.9K -$42.1K -2,188 -33%
BAM
237
Barrett Asset Management
New York
$75K -$11.5K -600 -13%
BNP Paribas Financial Markets
238
BNP Paribas Financial Markets
France
$74.5K +$12.9K +668 +21%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$71K +$2.07K +108 +3%
WDL
240
Well Done LLC
Michigan
$69K +$69K +3,592 New
CC
241
Claybrook Capital
Massachusetts
$69K +$69K +3,592 New
TWA
242
TCI Wealth Advisors
Arizona
$60K -$5.33K -278 -8%
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
RWA
244
River Wealth Advisors
Pennsylvania
$55K +$10.8K +562 +24%
DWM
245
Destination Wealth Management
California
$55K +$40.1K +2,084 +269%
Fidelity Investments
246
Fidelity Investments
Massachusetts
$54K -$2.71K -142 -5%
GWA
247
Guidant Wealth Advisors
Illinois
$54K +$54K +2,848 New
PO
248
Private Ocean
California
$47K -$21.6K -1,114 -31%
SA
249
SRH Advisors
Kansas
$45K +$540 +28 +1%
RCC
250
Red Cedar Capital
Nebraska
$45K +$885 +46 +2%
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