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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 %
CWM
376
Cornerstone Wealth Management
Missouri
– -$347K -2,264 Closed
FNC
377
First National Corp
Massachusetts
– -$37K -1,646 Closed
MSA
378
Marino Stram & Associates
Massachusetts
– -$25K -1,134 Closed
PMFA
379
Plante Moran Financial Advisors
Michigan
– -$21K -924 Closed
KL
380
KWMG LLC
Kansas
– -$17K -768 Closed
WTB
381
Washington Trust Bank
Washington
– -$15K -672 Closed
BAM
382
Bruderman Asset Management
New York
– -$11K -480 Closed
AIC
383
Ameritas Investment Company
Nebraska
– -$10K -446 Closed
SF
384
Synovus Financial
Georgia
– -$4K -198 Closed
FGAM
385
Financial Gravity Asset Management
Texas
– -$1K -60 Closed
WT
386
Whittier Trust
California
– -$1K -50 Closed
12 13 14 15
16