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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
$325M
2
CSIA
Charles Schwab Investment Advisory
California
$1.27B
3
Financial Engines Advisors
Financial Engines Advisors
California
$465M
4
Charles Schwab
Charles Schwab
California
$89.2M
5
US Bancorp
US Bancorp
Minnesota
$155M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.5M
2
M&T Bank
M&T Bank
New York
$0
3
Creative Planning
Creative Planning
Kansas
$630M
4
Ameriprise
Ameriprise
Minnesota
$27.9M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
301
Orion Portfolio Solutions
Nebraska
$132K +$132K +5,734 New
AIA
302
Armor Investment Advisors
North Carolina
$131K +$45.8K +1,996 +54%
DI
303
Disciplined Investments
Oklahoma
$127K +$127K +5,514 New
BNP Paribas Financial Markets
304
BNP Paribas Financial Markets
France
$121K +$23.2K +1,010 +24%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$121K +$22.6K +982 +23%
CCA
306
Column Capital Advisors
Indiana
$115K +$115K +5,038 New
TL
307
TrueWealth LLC
Georgia
$105K +$921 +40 +0.9%
Fidelity Investments
308
Fidelity Investments
Massachusetts
$103K -$12.7K -550 -11%
PA
309
Parallel Advisors
California
$101K -$50.1K -2,184 -33%
LFG
310
Larson Financial Group
Missouri
$99K -$16.4K -712 -14%
SWA
311
Sutton Wealth Advisors
Florida
$97.3K +$1.7K +74 +2%
SIS
312
SVB Investment Services
Utah
$97K +$97K +4,234 New
BW
313
Bison Wealth
Georgia
$96K +$96K +4,184 New
FRA
314
Front Row Advisors
California
$89K +$4.65K +202 +6%
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$86K +$1.24K +54 +1%
VCP
316
Verus Capital Partners
Arizona
$76K +$76K +3,320 New
S
317
SignatureFD
Georgia
$71K -$95.8K -4,190 -57%
BBPWM
318
Blue Bell Private Wealth Management
Pennsylvania
$71K +$3.1K +134 +5%
Bank of Montreal
319
Bank of Montreal
Ontario, Canada
$70K -$103K -4,448 -59%
SA
320
SRH Advisors
Kansas
$68K +$594 +26 +0.9%
CHA
321
Carmichael Hill & Associates
Maryland
$68K +$68K +2,974 New
HF
322
Halpern Financial
Virginia
$66K +$66K +2,872 New
BFC
323
Bedel Financial Consulting
Indiana
$63K +$275 +12 +0.4%
BWA
324
Burt Wealth Advisors
Maryland
$57K – – –
APA
325
American Portfolios Advisors
New York
$56.5K +$19.4K +844 +52%
11 12
13
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