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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 %
WOC
251
West Oak Capital
California
$164K +$1.11K +50 +0.7%
RBC
252
Roble Belko & Company
Pennsylvania
$155K +$104K +4,692 +205%
PGAM
253
Princeton Global Asset Management
New Jersey
$152K -$24.3K -1,090 -14%
WCM
254
Wealthcare Capital Management
Virginia
$133K – – –
PA
255
Parallel Advisors
California
$132K +$118K +5,310 +827%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$130K -$16.4K -740 -11%
TL
257
TrueWealth LLC
Georgia
$126K -$133 -6 -0.1%
CIR
258
Clear Investment Research
Georgia
$121K -$9.81K -440 -7%
LFG
259
Larson Financial Group
Missouri
$115K +$9.61K +432 +9%
MWP
260
MYCIO Wealth Partners
Pennsylvania
$113K +$113K +5,076 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$95K +$22.6K +1,018 +31%
FRA
262
Front Row Advisors
California
$92K -$10.8K -484 -11%
CG
263
Cutler Group
California
$88K +$88K +3,998 New
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$82K -$4.49K -202 -5%
AIA
265
Armor Investment Advisors
North Carolina
$82K +$29.3K +1,322 +55%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$73K +$35.4K +1,592 +94%
BFC
267
Bedel Financial Consulting
Indiana
$68K – – –
EWM
268
Executive Wealth Management
Michigan
$67K +$67K +3,024 New
SWA
269
Sutton Wealth Advisors
Florida
$66.7K -$222 -10 -0.3%
BBPWM
270
Blue Bell Private Wealth Management
Pennsylvania
$66K -$43K -1,950 -39%
SA
271
SRH Advisors
Kansas
$65K – – –
GWA
272
Guidant Wealth Advisors
Illinois
$63K – – –
TWA
273
TCI Wealth Advisors
Arizona
$60K -$49K -2,198 -45%
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$56.7K -$10.3K -464 -15%
BWA
275
Burt Wealth Advisors
Maryland
$56K – – –
9 10
11
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