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Schwab US REIT ETF
SCHH

Overview Fund Activity

358 hedge funds and large institutions have $3.57B invested in Schwab US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 138 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+31
Holders Change %
+9.48%
% of All Funds
7.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
71
Increased
138
Reduced
110
Closed
34
Calls
$2.31M
Puts
$1.88M
Net Calls
+$435K
Net Calls Change
-$764K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$342M
2
CSIA
Charles Schwab Investment Advisory
California
+$37.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$36.3M
4
US Bancorp
US Bancorp
Minnesota
+$16.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$35M
2
Creative Planning
Creative Planning
Kansas
-$22.3M
3
QI
QS Investors
New York
-$7.05M
4
FMP
Financial Management Professionals
Texas
-$4.3M
5
LPL Financial
LPL Financial
California
-$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$147K -$64.5K -2,898 -30%
WCM
252
Wealthcare Capital Management
Virginia
$133K -$56K -2,530 -30%
CIR
253
Clear Investment Research
Georgia
$130K +$7.44K +336 +6%
TL
254
TrueWealth LLC
Georgia
$126K +$266 +12 +0.2%
AP
255
Arlington Partners
Alabama
$119K +$119K +5,364 New
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$111K -$8.61K -386 -7%
BBPWM
257
Blue Bell Private Wealth Management
Pennsylvania
$110K -$445 -20 -0.4%
TWA
258
TCI Wealth Advisors
Arizona
$109K +$39.2K +1,758 +56%
LYV
259
Live Your Vision
Pennsylvania
$107K -$57.3K -2,642 -35%
LFG
260
Larson Financial Group
Missouri
$105K +$1.99K +90 +2%
FRA
261
Front Row Advisors
California
$102K +$443 +20 +0.4%
BA
262
Belvedere Advisors
California
$102K +$102K +4,592 New
BAM
263
Barrett Asset Management
New York
$87K – – –
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$86K -$15.2K -686 -15%
PFBT
265
Parkside Financial Bank & Trust
Missouri
$72K -$9.87K -446 -12%
BFC
266
Bedel Financial Consulting
Indiana
$68K +$22.9K +1,028 +51%
BNP Paribas Financial Markets
267
BNP Paribas Financial Markets
France
$67K -$19K -854 -22%
SWA
268
Sutton Wealth Advisors
Florida
$66.9K -$32.2K -1,448 -32%
SA
269
SRH Advisors
Kansas
$65K +$13.4K +604 +26%
GWA
270
Guidant Wealth Advisors
Illinois
$63K – – –
BWA
271
Burt Wealth Advisors
Maryland
$55K +$55K +2,498 New
PO
272
Private Ocean
California
$54K +$133 +6 +0.2%
AIA
273
Armor Investment Advisors
North Carolina
$53K +$6K +270 +13%
RCC
274
Red Cedar Capital
Nebraska
$52K +$177 +8 +0.3%
SHJ
275
Sharkey, Howes & Javer
Colorado
$51K -$186K -8,386 -78%
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