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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 %
CTC
351
Central Trust Company
Missouri
$23K +$23K +982 New
PB
352
Pinnacle Bancorp
Nebraska
$21K – – –
CAAS
353
Capital Asset Advisory Services
Michigan
$21K +$21K +902 New
DOA
354
D'Orazio & Associates
Virginia
$18K – – –
CIAS
355
Capital Investment Advisory Services
North Carolina
$18K – – –
QCG
356
Quadrant Capital Group
Ohio
$18K +$18K +794 New
CFGS
357
Concourse Financial Group Securities
Alabama
$17K +$3.5K +152 +26%
CFG
358
Citizens Financial Group
Rhode Island
$16K +$312 +14 +2%
SSB
359
Sandy Spring Bank
Maryland
$16K +$11.4K +500 +250%
LFG
360
LifePlan Financial Group
Ohio
$15K -$13.6K -584 -47%
OIA
361
Optimum Investment Advisors
Illinois
$15K -$8.82K -380 -37%
BC
362
Barnett & Company
Tennessee
$15K – – –
WCG
363
Weaver Consulting Group
California
$15K – – –
VNA
364
Valley National Advisers
Pennsylvania
$14K -$30.3K -1,286 -68%
GWMIA
365
Global Wealth Management Investment Advisory
Florida
$14K -$4.81K -208 -26%
TIM
366
Tortoise Investment Management
New York
$14K – – –
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
AAMA
368
Advanced Asset Management Advisors
Ohio
$13K +$13K +560 New
JHCP
369
Jackson Hole Capital Partners
Oklahoma
$12K – – –
WP
370
WealthShield Partners
North Carolina
$11K – – –
AWA
371
Arkadios Wealth Advisors
Georgia
$10.2K +$10.2K +426 New
IRC
372
Investors Research Corp
Georgia
$9K – – –
BEI
373
Benjamin Edwards Inc
Missouri
$7K +$268 +12 +4%
CAC
374
Certified Advisory Corp
Florida
$7K +$723 +32 +12%
PA
375
PSI Advisors
Florida
$7K +$7K +312 New
13 14
15
16 17