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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
$325M
2
CSIA
Charles Schwab Investment Advisory
California
$1.27B
3
Financial Engines Advisors
Financial Engines Advisors
California
$465M
4
Charles Schwab
Charles Schwab
California
$89.2M
5
US Bancorp
US Bancorp
Minnesota
$155M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.5M
2
M&T Bank
M&T Bank
New York
$0
3
Creative Planning
Creative Planning
Kansas
$630M
4
Ameriprise
Ameriprise
Minnesota
$27.9M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
251
InterOcean Capital
Illinois
$351K +$351K +15,294 New
VFA
252
Valeo Financial Advisors
Indiana
$350K +$334K +14,548 +2,090%
UB
253
UMB Bank
Missouri
$349K +$349K +15,186 New
CAMG
254
CWA Asset Management Group
Florida
$348K +$6.21K +270 +2%
IB
255
Intrust Bank
Kansas
$347K – – –
WCG
256
Wall Capital Group
Arizona
$347K +$347K +15,098 New
HCM
257
Hengehold Capital Management
Ohio
$340K -$39.3K -1,710 -10%
GLA
258
Great Lakes Advisors
Illinois
$332K +$37.8K +1,644 +13%
FWCM
259
Ferguson Wellman Capital Management
Oregon
$329K -$25.5K -1,110 -7%
BIM
260
Bridges Investment Management
Nebraska
$328K – – –
KWM
261
Kingsview Wealth Management
Oregon
$324K +$26.5K +1,154 +9%
FVWA
262
Foster Victor Wealth Advisors
South Carolina
$320K +$22.7K +1,000 +8%
IC
263
IEQ Capital
California
$320K +$320K +13,946 New
BPA
264
Beacon Pointe Advisors
California
$319K +$319K +13,888 New
CI
265
CX Institutional
Indiana
$313K -$1.84K -80 -0.6%
Nomura Asset Management
266
Nomura Asset Management
Japan
$312K – – –
Wolverine Trading
267
Wolverine Trading
Illinois
$309K +$309K +13,556 New
HA
268
Harborview Advisors
Maine
$301K +$12.3K +534 +4%
GAM
269
Garrison Asset Management
Arkansas
$293K +$293K +12,744 New
WAM
270
Wakefield Asset Management
Colorado
$289K -$230 -10 -0.1%
EH
271
Equitable Holdings
New York
$285K +$285K +12,386 New
SFA
272
Sequoia Financial Advisors
Ohio
$282K -$64.8K -2,816 -19%
Brown Advisory
273
Brown Advisory
Maryland
$282K – – –
RA
274
Rational Advisors
New York
$281K +$44.7K +1,940 +19%
VWA
275
VERITY Wealth Advisors
United States
$268K -$113K -4,940 -30%
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