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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 %
HCM
326
Horrell Capital Management
Arkansas
$5K – – –
TCOV
327
Trust Company of Vermont
Vermont
$5K – – –
WCM
328
Whitener Capital Management
North Carolina
$5K +$369 +18 +8%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$4.44K – – –
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44K – – –
SF
331
Synovus Financial
Georgia
$4K – – –
BC
332
Bartlett & Co
Ohio
$4K – – –
RFM
333
Royal Fund Management
Florida
$4K +$78 +4 +2%
KC
334
Knuff & Co
California
$3K – – –
OAM
335
Oppenheimer Asset Management
New York
$3K – – –
FANJ
336
Financial Architects (New Jersey)
New Jersey
$3K +$3K +114 New
CIM
337
Contravisory Investment Management
Massachusetts
$2K – – –
RFA
338
Reilly Financial Advisors
California
$2K – – –
SFSG
339
Stearns Financial Services Group
North Carolina
$2K – – –
JPLA
340
Joseph P. Lucia & Associates
New York
$1.13K +$1.13K +100,858 New
FMP
341
Financial Management Professionals
Texas
$1K -$4.3M -171,864 -100%
FHA
342
Flagship Harbor Advisors
Massachusetts
$1K – – –
IBOK
343
Independence Bank of Kentucky
Kentucky
$1K +$1K +28 New
TFGT
344
TS Financial Group (TSFG)
Illinois
$1K +$1K +32 New
TA
345
TCG Advisors
Texas
$1K +$1K +44 New
WT
346
Whittier Trust
California
$1K +$1K +50 New
FGAM
347
Financial Gravity Asset Management
Texas
$1K +$1K +60 New
MAU
348
MRA Associates USA
Arizona
$933 – – –
GEA
349
Glen Eagle Advisors
New Jersey
$666 – – –
Koshinski Asset Management
350
Koshinski Asset Management
Illinois
$664 +$12 +542 +2%
12 13
14
15 16