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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 %
RBC
276
Roble Belko & Company
Pennsylvania
$51K +$10.8K +488 +27%
GWM
277
Geneos Wealth Management
Colorado
$50K +$2.12K +96 +4%
CDIA
278
Capital Directions Investment Advisors
Georgia
$47K – – –
S
279
SignatureFD
Georgia
$47K +$17K +762 +57%
VNA
280
Valley National Advisers
Pennsylvania
$42K -$1.66K -74 -4%
CMBA
281
C.M. Bidwell & Associates
Hawaii
$42K -$1.12K -50 -3%
Fidelity Investments
282
Fidelity Investments
Massachusetts
$41K -$22.2K -992 -35%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$38K -$12K -534 -24%
FNC
284
First National Corp
Massachusetts
$37K -$6.07K -270 -14%
QAM
285
QCI Asset Management
New York
$36K -$10.1K -450 -22%
AA
286
AlphaMark Advisors
Kentucky
$36K – – –
CIAS
287
Capital Investment Advisory Services
North Carolina
$35K – – –
ONST
288
Old North State Trust
North Carolina
$33K +$33K +1,524 New
PB
289
Pinnacle Bancorp
Nebraska
$32K -$20.1K -896 -39%
CAC
290
Certified Advisory Corp
Florida
$29K +$6.33K +286 +28%
OIA
291
Optimum Investment Advisors
Illinois
$27K +$394 +18 +1%
RCA
292
Rowland Carmichael Advisors
Arizona
$25K -$184K -8,134 -88%
MSA
293
Marino Stram & Associates
Massachusetts
$25K – – –
APA
294
American Portfolios Advisors
New York
$24.7K +$24.7K +1,112 New
VFA
295
Valeo Financial Advisors
Indiana
$24K +$17.3K +764 +260%
PMFA
296
Plante Moran Financial Advisors
Michigan
$21K +$19.9K +876 +1,825%
CFGS
297
Concourse Financial Group Securities
Alabama
$19K -$10K -472 -35%
EWM
298
Elmwood Wealth Management
California
$19K -$5.65K -252 -23%
GWMIA
299
Global Wealth Management Investment Advisory
Florida
$18K – – –
SBL
300
Sargent Bickham Lagudis
Colorado
$17K +$45 +2 +0.3%
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