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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 %
GWMIA
276
Global Wealth Management Investment Advisory
Florida
$16K +$16K +814 New
NSG
277
Nalls Sherbakoff Group
Tennessee
$16K +$16K +840 New
SBL
278
Sargent Bickham Lagudis
Colorado
$15K +$316 +16 +2%
TIM
279
Tortoise Investment Management
New York
$14K – – –
PG
280
Patten Group
Tennessee
$13K -$537 -28 -4%
BC
281
Barnett & Company
Tennessee
$13K +$13K +650 New
CFA
282
Clarfeld Financial Advisors
New York
$13K +$13K +696 New
PA
283
Parallel Advisors
California
$12K +$5.21K +278 +77%
MSFP
284
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
GI
285
Gradient Investments
Minnesota
$9K +$9K +442 New
BAM
286
Bruderman Asset Management
New York
$9K +$9K +478 New
CCMW
287
Cypress Capital Management (Wyoming)
Wyoming
$8K -$4K -200 -33%
LNB
288
Ledyard National Bank
$8K – – –
ADL
289
Asset Dedication LLC
California
$7K – – –
VFA
290
Valeo Financial Advisors
Indiana
$6K +$82 +4 +1%
LFG
291
LifePlan Financial Group
Ohio
$5K +$113 +6 +2%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$5K +$352 +20 +8%
MA
293
MUFG Americas
New York
$5K +$5K +236 New
PK
294
Pflug Koory
Nebraska
$4K – – –
TCOV
295
Trust Company of Vermont
Vermont
$4K – – –
SF
296
Synovus Financial
Georgia
$4K – – –
HCM
297
Horrell Capital Management
Arkansas
$4K – – –
BC
298
Bartlett & Co
Ohio
$4K – – –
GWS
299
Glassman Wealth Services
Virginia
$4K – – –
WCM
300
Whitener Capital Management
North Carolina
$4K +$177 +10 +5%
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