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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 %
KL
301
KWMG LLC
Kansas
$17K +$17K +768 New
TIM
302
Tortoise Investment Management
New York
$16K – – –
CFG
303
Citizens Financial Group
Rhode Island
$16K +$16K +698 New
WCG
304
Weaver Consulting Group
California
$15K +$15K +652 New
WTB
305
Washington Trust Bank
Washington
$15K +$15K +672 New
Citigroup
306
Citigroup
New York
$14K -$4.27K -198 -23%
BC
307
Barnett & Company
Tennessee
$14K – – –
PA
308
Parallel Advisors
California
$14K +$44 +2 +0.3%
SSB
309
Sandy Spring Bank
Maryland
$13K -$10.8K -500 -45%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$13K +$6.38K +274 +96%
TFS
311
TrustCore Financial Services
Tennessee
$13K +$13K +570 New
MSFP
312
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
JHCP
313
Jackson Hole Capital Partners
Oklahoma
$12K +$12K +520 New
BAM
314
Bruderman Asset Management
New York
$11K +$46 +2 +0.4%
ADL
315
Asset Dedication LLC
California
$11K +$3.48K +146 +46%
GWS
316
Glassman Wealth Services
Virginia
$10K +$5.46K +240 +120%
SIM
317
Sonora Investment Management
Arizona
$10K +$9.3K +426 +1,331%
AIC
318
Ameritas Investment Company
Nebraska
$10K +$10K +446 New
SWP
319
Strategic Wealth Partners
Ohio
$10K +$10K +464 New
WP
320
WealthShield Partners
North Carolina
$10K +$10K +464 New
CCMW
321
Cypress Capital Management (Wyoming)
Wyoming
$9K – – –
CFA
322
Camarda Financial Advisors
Florida
$9K +$9K +410 New
LFG
323
LifePlan Financial Group
Ohio
$7K +$1.18K +54 +20%
VCM
324
Vigilant Capital Management
Maine
$6K +$6K +270 New
TCOV
325
Trust Company of Vermont
Vermont
$5K – – –
11 12
13
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