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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
$55.6M
2
Wells Fargo
Wells Fargo
California
$18.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$59.1M
4
CNC
Citizens & Northern Corp
Pennsylvania
$9.44M
5
EK
Evensky & Katz
Florida
$7.36M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$355M
2
CSIA
Charles Schwab Investment Advisory
California
$902M
3
UBS AM
UBS AM
Illinois
$6.95M
4
Ameriprise
Ameriprise
Minnesota
$28.1M
5
ACM
Avalon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
251
Pinnacle Bancorp
Nebraska
$45K +$45K +2,322 New
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$43K +$10.3K +534 +32%
GRP
253
Global Retirement Partners
California
$42K +$35.6K +1,870 +557%
GWM
254
Geneos Wealth Management
Colorado
$41K -$11.9K -630 -23%
AIA
255
Armor Investment Advisors
North Carolina
$41K – – –
CDIA
256
Capital Directions Investment Advisors
Georgia
$40K – – –
BFC
257
Bedel Financial Consulting
Indiana
$39K – – –
QAM
258
QCI Asset Management
New York
$39K – – –
CI
259
CX Institutional
Indiana
$37K -$40.3K -2,118 -52%
VNA
260
Valley National Advisers
Pennsylvania
$37K -$5.33K -280 -13%
CMBA
261
C.M. Bidwell & Associates
Hawaii
$37K – – –
FNC
262
First National Corp
Massachusetts
$37K +$37K +1,916 New
RBC
263
Roble Belko & Company
Pennsylvania
$35K +$6.12K +316 +21%
SFSIG
264
San Francisco Sentry Investment Group
California
$34K – – –
AA
265
AlphaMark Advisors
Kentucky
$31K – – –
RCG
266
Ruggie Capital Group
Florida
$31K +$31K +1,610 New
CIAS
267
Capital Investment Advisory Services
North Carolina
$30K +$30K +1,554 New
S
268
SignatureFD
Georgia
$26K +$658 +34 +3%
CFGS
269
Concourse Financial Group Securities
Alabama
$26K +$13.4K +702 +106%
OIA
270
Optimum Investment Advisors
Illinois
$23K +$530 +28 +2%
MSA
271
Marino Stram & Associates
Massachusetts
$22K – – –
EWM
272
Elmwood Wealth Management
California
$21K -$8.86K -464 -30%
SSB
273
Sandy Spring Bank
Maryland
$21K – – –
CAC
274
Certified Advisory Corp
Florida
$20K +$781 +40 +4%
Citigroup
275
Citigroup
New York
$16K +$3.59K +190 +29%
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