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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 %
IG
426
ING Group
Netherlands
– -$11.7M -494,800 Closed
Goldman Sachs
427
Goldman Sachs
New York
– -$3.77M -159,646 Closed
QAM
428
Q3 Asset Management
Michigan
– -$3.54M -150,066 Closed
CS
429
Comerica Securities
Michigan
– -$1.45M -61,212 Closed
MIAN
430
Mariner Independent Advisor Network
Kansas
– -$712K -30,480 Closed
KM
431
Kalos Management
Georgia
– -$645K -27,932 Closed
OCM
432
One Capital Management
California
– -$581K -24,642 Closed
SCA
433
Stuart Chaussee & Associates
California
– -$489K -20,750 Closed
HAS
434
HBW Advisory Services
California
– -$481K -20,386 Closed
LNWWM
435
Laird Norton Wetherby Wealth Management
California
– -$469K -19,872 Closed
EGWAG
436
Elwood & Goetz Wealth Advisory Group
Georgia
– -$319K -13,510 Closed
CBFP
437
Cedar Brook Financial Partners
Ohio
– -$249K -10,570 Closed
UAS
438
United Asset Strategies
New York
– -$230K -9,754 Closed
AWS
439
AJ Wealth Strategies
New York
– -$218K -9,236 Closed
CIA
440
Capital Investment Advisors
Georgia
– -$203K -8,592 Closed
MFG
441
MidWestOne Financial Group
Iowa
– -$202K -8,570 Closed
DP
442
Denver PWM
Colorado
– -$165K -7,050 Closed
TF
443
Tompkins Financial
New York
– -$63K -2,690 Closed
NIC
444
Northwest Investment Counselors
Oregon
– -$59K -2,510 Closed
AIC
445
Ameritas Investment Company
Nebraska
– -$49K -2,094 Closed
FAAS
446
First Allied Advisory Services
California
– -$44K -1,846 Closed
RFA
447
Reilly Financial Advisors
California
– -$35K -1,482 Closed
TAIM
448
TD Ameritrade Investment Management
Nebraska
– -$23K -996 Closed
TF
449
TimeScale Financial
Massachusetts
– -$21K -900 Closed
LWM
450
Liberty Wealth Management
California
– -$14K -596 Closed
15 16 17
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