SCHH icon

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
+$66.5M
2
CSIA
Charles Schwab Investment Advisory
California
+$65.8M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$56.4M
4
Charles Schwab
Charles Schwab
California
+$16.3M
5
US Bancorp
US Bancorp
Minnesota
+$14.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$357M
2
M&T Bank
M&T Bank
New York
-$26.6M
3
Creative Planning
Creative Planning
Kansas
-$19.8M
4
Ameriprise
Ameriprise
Minnesota
-$19.7M
5
IG
ING Group
Netherlands
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
276
Mirador Capital Partners
California
$262K +$262K +11,412 New
SPC
277
Sigma Planning Corp
Michigan
$261K -$19.2K -838 -7%
JPMPWA
278
J.P. Morgan Private Wealth Advisors
California
$259K +$11.5K +498 +5%
BFM
279
Broadview Financial Management
Wisconsin
$258K +$4.83K +210 +2%
IAN
280
Integrated Advisors Network
Texas
$250K +$250K +10,866 New
PIM
281
Penobscot Investment Management
Massachusetts
$246K -$11.5K -500 -4%
AWA
282
Alaska Wealth Advisors
Alaska
$228K +$228K +9,910 New
SFS
283
Sowell Financial Services
Arkansas
$224K -$55.9K -2,436 -20%
MWP
284
MYCIO Wealth Partners
Pennsylvania
$217K +$100K +4,354 +86%
Renaissance Technologies
285
Renaissance Technologies
New York
$216K +$216K +9,400 New
MWA
286
MFA Wealth Advisors
Pennsylvania
$212K -$4.39K -192 -2%
EAM
287
Evanson Asset Management
California
$211K +$2.95K +128 +1%
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$209K -$606K -26,302 -74%
DAS
289
Dynamic Advisor Solutions
Arizona
$204K +$2.98K +130 +1%
WOC
290
West Oak Capital
California
$201K -$2.8K -122 -1%
ISWM
291
Independent Solutions Wealth Management
New York
$200K +$200K +8,724 New
IA
292
IFP Advisors
Florida
$195K -$9.62K -428 -5%
BAM
293
Barrett Asset Management
New York
$191K – – –
NFG
294
Next Financial Group
Texas
$178K -$158K -6,876 -47%
RBC
295
Roble Belko & Company
Pennsylvania
$168K +$552 +24 +0.3%
LF
296
Lee Financial
Texas
$162K -$5.28K -230 -3%
CL
297
Cabana LLC
Arkansas
$143K +$143K +6,228 New
WCM
298
Wealthcare Capital Management
Virginia
$138K +$138 +6 +0.1%
CIR
299
Clear Investment Research
Georgia
$138K +$126K +54,578 +1,005%
CBT
300
Capital Bank & Trust
California
$134K +$134K +5,828 New
10 11
12
13 14