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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 %
SF
376
Synovus Financial
Georgia
$7K +$7K +324 New
OAM
377
Oppenheimer Asset Management
New York
$6K – – –
ME
378
McIlrath & Eck
Washington
$6K +$6K +244 New
CAGAS
379
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +246 New
AF
380
Allworth Financial
California
$6K +$5.52K +250 +1,136%
DSC
381
Duncker Streett & Co
Missouri
$6K +$6K +280 New
CCMW
382
Cypress Capital Management (Wyoming)
Wyoming
$5K -$5K -200 -50%
HCM
383
Horrell Capital Management
Arkansas
$5K – – –
GWS
384
Glassman Wealth Services
Virginia
$5K – – –
PK
385
Pflug Koory
Nebraska
$5K – – –
PMFA
386
Plante Moran Financial Advisors
Michigan
$5K +$5K +232 New
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.6K – – –
BCWM
388
Bartlett & Co Wealth Management
Ohio
$4.6K – – –
KC
389
Knuff & Co
California
$4K – – –
RFM
390
Royal Fund Management
Florida
$4K – – –
MAM
391
Meeder Asset Management
Ohio
$4K – – –
HIM
392
HawsGoodwin Investment Management
Tennessee
$4K +$4K +154 New
SSWG
393
Seven Springs Wealth Group
Tennessee
$4K +$4K +156 New
TT
394
TI-Trust
Illinois
$4K +$4K +174 New
CMBA
395
C.M. Bidwell & Associates
Hawaii
$3K -$43.9K -1,756 -94%
VCM
396
Versant Capital Management
Arizona
$3K -$453 -26 -13%
TCOV
397
Trust Company of Vermont
Vermont
$3K – – –
FANJ
398
Financial Architects (New Jersey)
New Jersey
$3K +$51 +2 +2%
LGWM
399
Litman Gregory Wealth Management
California
$3K +$3K +116 New
VCM
400
Vigilant Capital Management
Maine
$3K +$3K +130 New
14 15
16
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