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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 %
FA
326
Faithward Advisors
Pennsylvania
$56K +$56K +2,424 New
RCC
327
Red Cedar Capital
Nebraska
$55K +$1.05K +46 +2%
SMG
328
Spectrum Management Group
Indiana
$55K +$55K +2,402 New
JPLA
329
Joseph P. Lucia & Associates
New York
$52K – – –
GWM
330
Geneos Wealth Management
Colorado
$49K -$1.79K -80 -4%
PO
331
Private Ocean
California
$49K +$185 +8 +0.4%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$49K +$9.83K +424 +25%
ADL
333
Asset Dedication LLC
California
$41K – – –
Simplex Trading
334
Simplex Trading
Illinois
$41K +$41K +1,804 New
CDIA
335
Capital Directions Investment Advisors
Georgia
$40K – – –
TWA
336
TCI Wealth Advisors
Arizona
$39K -$20.5K -882 -34%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$38K +$22.9K +982 +152%
AA
338
AlphaMark Advisors
Kentucky
$37K – – –
QAM
339
QCI Asset Management
New York
$37K – – –
Citigroup
340
Citigroup
New York
$37K +$5.54K +238 +18%
Northern Trust
341
Northern Trust
Illinois
$36K +$7.49K +334 +26%
FWP
342
FAS Wealth Partners
Kansas
$36K +$36K +1,550 New
OSNBOA
343
Old Second National Bank of Aurora
Illinois
$32K +$32K +1,410 New
ACA
344
Aptus Capital Advisors
Alabama
$28K +$3.47K +152 +14%
SPIA
345
Steward Partners Investment Advisory
New York
$27K +$26K +1,132 +2,573%
AWM
346
Atticus Wealth Management
Florida
$27K +$27K +1,156 New
SWM
347
Sugarloaf Wealth Management
Georgia
$27K +$27K +1,162 New
HI
348
Hudock Inc
Pennsylvania
$26K -$5.65K -250 -18%
RCA
349
Rowland Carmichael Advisors
Arizona
$25K – – –
SIM
350
Sonora Investment Management
Arizona
$24K +$543 +24 +2%
12 13
14
15 16