SCHH icon

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 %
GT
351
Glenmede Trust
Pennsylvania
$42 +$42 +1,906 New
QAM
352
Q3 Asset Management
Michigan
– -$3.81M -198,108 Closed
VV
353
Valentine Ventures
Oregon
– -$2.78M -144,136 Closed
WCM
354
Weatherstone Capital Management
Colorado
– -$2.67M -128,034 Closed
JFGLC
355
Johnson Financial Group LLC (Colorado)
Colorado
– -$2.2M -114,108 Closed
FC
356
Financial Consulate
Maryland
– -$1.47M -76,288 Closed
CCWA
357
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.25M -64,720 Closed
Renaissance Technologies
358
Renaissance Technologies
New York
– -$1.08M -56,200 Closed
EFS
359
Econ Financial Services
Pennsylvania
– -$926K -48,090 Closed
Jane Street
360
Jane Street
New York
– -$869K -45,150 Closed
PFT
361
Providence First Trust
Arizona
– -$548K -28,468 Closed
JWM
362
JFG Wealth Management
Colorado
– -$545K -28,346 Closed
IA
363
IFP Advisors
Florida
– -$448K -23,330 Closed
PFM
364
Phillips Financial Management
Indiana
– -$427K -22,158 Closed
Wolverine Trading
365
Wolverine Trading
Illinois
– -$380K -19,800 Closed
GA
366
Gateway Advisory
New Jersey
– -$306K -15,884 Closed
CC
367
Claybrook Capital
Massachusetts
– -$69K -3,592 Closed
WDL
368
Well Done LLC
Michigan
– -$69K -3,592 Closed
DWM
369
Destination Wealth Management
California
– -$55K -2,860 Closed
RWA
370
River Wealth Advisors
Pennsylvania
– -$55K -2,858 Closed
GRP
371
Global Retirement Partners
California
– -$42K -2,206 Closed
SFSIG
372
San Francisco Sentry Investment Group
California
– -$34K -1,744 Closed
RCG
373
Ruggie Capital Group
Florida
– -$31K -1,610 Closed
PG
374
Patten Group
Tennessee
– -$13K -678 Closed
LNB
375
Ledyard National Bank
– -$8K -400 Closed
12 13 14
15
16