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Schwab US REIT ETF
SCHH

Overview Fund Activity

366 hedge funds and large institutions have $3.63B invested in Schwab US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
7.96%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
41
Increased
136
Reduced
116
Closed
30
Calls
$1.49M
Puts
$1.83M
Net Calls
-$336K
Net Calls Change
-$771K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$95.8M
2
CSIA
Charles Schwab Investment Advisory
California
+$31.2M
3
US Bancorp
US Bancorp
Minnesota
+$24.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$16.6M
5
PFG
Piershale Financial Group
Illinois
+$9.33M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$108M
2
Creative Planning
Creative Planning
Kansas
-$32.5M
3
UBS AM
UBS AM
Illinois
-$6.82M
4
Ameriprise
Ameriprise
Minnesota
-$5.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
226
Mid Atlantic Financial Management
Pennsylvania
$297K -$34.3K -1,546 -10%
SPC
227
Sigma Planning Corp
Michigan
$294K -$4.18K -188 -1%
CI
228
CX Institutional
Indiana
$294K +$138K +6,226 +89%
WAM
229
Wakefield Asset Management
Colorado
$282K -$58K -2,610 -17%
SFA
230
Sequoia Financial Advisors
Ohio
$271K – – –
KWM
231
Kingsview Wealth Management
Oregon
$263K -$84.1K -3,780 -24%
HA
232
Harborview Advisors
Maine
$260K +$9.86K +444 +4%
PIM
233
Penobscot Investment Management
Massachusetts
$249K -$4.44K -200 -2%
BFM
234
Broadview Financial Management
Wisconsin
$248K -$20.7K -932 -8%
BPA
235
Beacon Pointe Advisors
California
$248K +$248K +11,148 New
Citadel Advisors
236
Citadel Advisors
Florida
$242K -$58.5K -2,634 -19%
DAS
237
Dynamic Advisor Solutions
Arizona
$242K +$16.2K +728 +7%
CWP
238
Capital Wealth Planning
Florida
$240K +$240K +10,786 New
Brown Advisory
239
Brown Advisory
Maryland
$239K – – –
MWA
240
MFA Wealth Advisors
Pennsylvania
$235K -$942K -42,472 -80%
UAS
241
United Asset Strategies
New York
$214K +$934 +42 +0.4%
GBT
242
Grove Bank & Trust
Florida
$209K +$209K +9,392 New
AWS
243
AJ Wealth Strategies
New York
$205K – – –
PFA
244
Pure Financial Advisors
California
$202K +$489 +22 +0.2%
BTS
245
BB&T Securities
Virginia
$201K +$201K +9,082 New
EAM
246
Evanson Asset Management
California
$200K – – –
CIA
247
Capital Investment Advisors
Georgia
$190K -$23.3K -1,048 -11%
BAM
248
Barrett Asset Management
New York
$183K +$96.5K +4,350 +112%
RA
249
Rational Advisors
New York
$174K -$23.1K -1,038 -12%
LF
250
Lee Financial
Texas
$164K – – –
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