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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 %
ESB
301
Essex Savings Bank
Connecticut
$4K +$4K +200 New
BCWM
302
Bartlett & Co Wealth Management
Ohio
$3.85K – – –
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.85K – – –
RFM
304
Royal Fund Management
Florida
$3K -$16.4K -1,090 -84%
KC
305
Knuff & Co
California
$3K +$3K +156 New
SFSG
306
Stearns Financial Services Group
North Carolina
$2K – – –
CFD
307
Creative Financial Designs
Indiana
$2K – – –
AIM
308
Advantage Investment Management
Iowa
$2K – – –
RFA
309
Reilly Financial Advisors
California
$2K +$367 +18 +23%
CIM
310
Contravisory Investment Management
Massachusetts
$2K +$2K +100 New
OAM
311
Oppenheimer Asset Management
New York
$2K +$2K +126 New
Simplex Trading
312
Simplex Trading
Illinois
$1K -$34.4K -2,342 -97%
PMFA
313
Plante Moran Financial Advisors
Michigan
$1K -$6.96K -334 -87%
SIM
314
Sonora Investment Management
Arizona
$1K – – –
JWM
315
Janiczek Wealth Management
Colorado
$1K +$1K +36 New
KCM
316
Karp Capital Management
California
$1K +$1K +36 New
MAU
317
MRA Associates USA
Arizona
$1K +$1K +42 New
AWM
318
Arbor Wealth Management
Florida
$1K +$1K +64 New
GEA
319
Glen Eagle Advisors
New Jersey
$578 – – –
HA
320
Hays Advisory
Tennessee
– -$10.1M -481,862 Closed
ACM
321
Avalon Capital Management
California
– -$9.1M -436,342 Closed
AA
322
Advisory Alpha
Michigan
– -$6.19M -302,870 Closed
TPW
323
Tiller Private Wealth
Pennsylvania
– -$5.4M -258,584 Closed
Goldman Sachs
324
Goldman Sachs
New York
– -$4.38M -209,838 Closed
FTS
325
Fifth Third Securities
Ohio
– -$2.4M -115,010 Closed
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