SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

428 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 171 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+46
Holders Change %
+12.04%
% of All Funds
8.45%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.55%
New
91
Increased
171
Reduced
114
Closed
39
Calls
$3.2M
Puts
$1.14M
Net Calls
+$2.06M
Net Calls Change
+$770K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$66.5M
2
CSIA
Charles Schwab Investment Advisory
California
+$65.8M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$56.4M
4
Charles Schwab
Charles Schwab
California
+$16.3M
5
US Bancorp
US Bancorp
Minnesota
+$14.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$357M
2
M&T Bank
M&T Bank
New York
-$26.6M
3
Creative Planning
Creative Planning
Kansas
-$19.8M
4
Ameriprise
Ameriprise
Minnesota
-$19.7M
5
IG
ING Group
Netherlands
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
226
Beck Mack & Oliver
New York
$494K – – –
PFM
227
Peak Financial Management
Massachusetts
$492K +$10.8K +470 +2%
PWP
228
Principle Wealth Partners
Connecticut
$478K – – –
APW
229
Aurora Private Wealth
New Jersey
$471K +$471K +20,510 New
LJAC
230
L.J. Altfest & Co
New York
$454K +$6.34K +276 +1%
AA
231
Ancora Advisors
Ohio
$449K – – –
KC
232
Kingfisher Capital
North Carolina
$446K -$3.31K -144 -0.7%
SAM
233
SignalPoint Asset Management
Missouri
$438K +$87.9K +3,822 +25%
PG
234
Prostatis Group
Maryland
$432K +$432K +18,780 New
RMC
235
Regis Management Company
California
$425K – – –
AMG
236
Asset Management Group
Connecticut
$412K -$26.6K -1,158 -6%
AP
237
Adero Partners
California
$404K +$404K +17,582 New
FNBT
238
FineMark National Bank & Trust
Florida
$402K +$7.45K +324 +2%
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$400K -$5.06K -220 -1%
AFAS
240
Acorn Financial Advisory Services
Virginia
$398K +$398K +17,308 New
NSAM
241
North Star Asset Management
Wisconsin
$388K -$9.19K -400 -2%
TC
242
TAP Consulting
Missouri
$388K +$1.24K +54 +0.3%
BSW
243
Buckingham Strategic Wealth
Missouri
$387K -$8.4K -366 -2%
MWM
244
Merriman Wealth Management
Washington
$385K +$2.25K +98 +0.6%
PWM
245
Perigon Wealth Management
California
$380K +$380K +16,638 New
RG
246
Retirement Group
California
$375K +$375K +16,330 New
AWA
247
Acorn Wealth Advisors
Michigan
$372K -$8.78K -388 -2%
PFA
248
Pinnacle Family Advisors
Missouri
$369K -$8.68K -378 -2%
SC
249
Slow Capital
California
$365K -$2.12K -92 -0.6%
BRWA
250
B. Riley Wealth Advisors
Florida
$355K +$11.7K +508 +3%
8 9
10
11 12