SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

366 hedge funds and large institutions have $3.63B invested in Schwab US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
7.96%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
41
Increased
136
Reduced
116
Closed
30
Calls
$1.49M
Puts
$1.83M
Net Calls
-$336K
Net Calls Change
-$771K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$200M
2
CSIA
Charles Schwab Investment Advisory
California
$1.11B
3
US Bancorp
US Bancorp
Minnesota
$106M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18M
5
PFG
Piershale Financial Group
Illinois
$16.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
2
Creative Planning
Creative Planning
Kansas
$651M
3
UBS AM
UBS AM
Illinois
$10.9M
4
Ameriprise
Ameriprise
Minnesota
$38.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
351
Tarbox Family Office
California
$1K +$1K +48 New
LB
352
Legacy Bridge
Iowa
$1K +$1K +50 New
AWM
353
Arbor Wealth Management
Florida
$1K +$1K +64 New
MAU
354
MRA Associates USA
Arizona
$940 – – –
GEA
355
Glen Eagle Advisors
New Jersey
$667 – – –
NDSI
356
Newman Dignan & Sheerar Inc
Rhode Island
$281 +$55 +2,460 +24%
GT
357
Glenmede Trust
Pennsylvania
$33 -$9 -420 -22%
FWM
358
Frontier Wealth Management
Missouri
– -$2.27M -102,282 Closed
WA
359
WBH Advisory
Maryland
– -$1.4M -62,970 Closed
PCM
360
Penserra Capital Management
California
– -$1.19M -53,632 Closed
AP
361
Advisors Preferred
Maryland
– -$959K -43,174 Closed
Susquehanna International Group
362
Susquehanna International Group
Pennsylvania
– -$864K -38,872 Closed
IB
363
Intrust Bank
Kansas
– -$851K -38,326 Closed
FHA
364
First Horizon Advisors
Tennessee
– -$675K -30,466 Closed
Millennium Management
365
Millennium Management
New York
– -$543K -24,440 Closed
KA
366
Kovack Advisors
Florida
– -$468K -21,052 Closed
CG
367
Colony Group
Massachusetts
– -$291K -13,114 Closed
LCP
368
Legacy Capital Partners
Wisconsin
– -$286K -12,852 Closed
CP
369
Camelot Portfolios
Ohio
– -$272K -12,232 Closed
CS
370
Comerica Securities
Michigan
– -$254K -11,424 Closed
MHS
371
M Holdings Securities
Oregon
– -$243K -10,926 Closed
CM
372
Churchill Management
California
– -$237K -10,646 Closed
BMM
373
Buffington Mohr McNeal
Idaho
– -$157K -7,056 Closed
AP
374
Arlington Partners
Alabama
– -$119K -5,364 Closed
WAM
375
Wealthspire Advisors (Maryland)
Maryland
– -$111K -4,978 Closed
12 13 14
15
16