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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 %
CAI
326
Capital Advisors Inc
Oklahoma
– -$2.04M -97,594 Closed
KIA
327
KCM Investment Advisors
California
– -$1.99M -95,468 Closed
AP
328
Advisors Preferred
Maryland
– -$1.9M -91,092 Closed
CWM
329
Cornerstone Wealth Management
Missouri
– -$945K -78,264 Closed
SG Americas Securities
330
SG Americas Securities
New York
– -$754K -36,132 Closed
SS
331
Simplicity Solutions
Minnesota
– -$732K -35,094 Closed
PVH
332
Psagot Value Holdings
Israel
– -$626K -30,000 Closed
JFA
333
JNBA Financial Advisors
Minnesota
– -$537K -25,758 Closed
AWM
334
AE Wealth Management
Kansas
– -$517K -24,796 Closed
BCM
335
Breiter Capital Management
Florida
– -$300K -14,372 Closed
AWMG
336
Alliance Wealth Management Group
New Jersey
– -$263K -12,588 Closed
PFA
337
Pure Financial Advisors
California
– -$252K -12,096 Closed
RPGK
338
Retirement Planning Group (Kansas)
Kansas
– -$240K -11,522 Closed
MG
339
Mather Group
Illinois
– -$232K -11,140 Closed
EAM
340
Evanson Asset Management
California
– -$232K -11,132 Closed
CG
341
Colony Group
Massachusetts
– -$230K -11,044 Closed
FA
342
FDx Advisors
Illinois
– -$208K -9,968 Closed
CCM
343
Carlson Capital Management
Minnesota
– -$201K -9,650 Closed
SWP
344
Stratos Wealth Partners
Ohio
– -$121K -5,816 Closed
CG
345
Cutler Group
California
– -$45K -2,198 Closed
RFC
346
Regions Financial Corp
Alabama
– -$31K -1,474 Closed
FMII
347
Farmers & Merchants Investments Inc
Nebraska
– -$28K -1,332 Closed
MWPCG
348
Measured Wealth Private Client Group
New Hampshire
– -$23K -1,110 Closed
APA
349
American Portfolios Advisors
New York
– -$22.8K -1,092 Closed
TFS
350
TrustCore Financial Services
Tennessee
– -$12K -570 Closed
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