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Schwab US REIT ETF
SCHH

Overview Fund Activity

327 hedge funds and large institutions have $2.99B invested in Schwab US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+30
Holders Change %
+10.1%
% of All Funds
7.3%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
71
Increased
123
Reduced
91
Closed
38
Calls
$2.83M
Puts
$1.63M
Net Calls
+$1.2M
Net Calls Change
+$1.8M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$55.6M
2
Wells Fargo
Wells Fargo
California
$18.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$59.1M
4
CNC
Citizens & Northern Corp
Pennsylvania
$9.44M
5
EK
Evensky & Katz
Florida
$7.36M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$355M
2
CSIA
Charles Schwab Investment Advisory
California
$902M
3
UBS AM
UBS AM
Illinois
$6.95M
4
Ameriprise
Ameriprise
Minnesota
$28.1M
5
ACM
Avalon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
26
Moisand Fitzgerald Tamayo
Florida
$8.62M +$42.6K +2,212 +0.5%
QI
27
QS Investors
New York
$8.5M -$796K -41,358 -9%
Wealthfront Advisers
28
Wealthfront Advisers
California
$8.19M +$8.19M +425,366 New
HSA
29
HBK Sorce Advisory
Pennsylvania
$8.07M +$4.44M +230,688 +122%
BWA
30
BlueSky Wealth Advisors
North Carolina
$8.03M -$227K -11,102 -3%
NQWM
31
Northwest Quadrant Wealth Management
Oregon
$7.82M +$383K +18,322 +5%
BAMG
32
Brand Asset Management Group
Missouri
$7.36M +$97.2K +5,046 +1%
EK
33
Evensky & Katz
Florida
$7.36M +$6.87M +356,776 +1,412%
TI
34
Truepoint Inc
Ohio
$7.32M +$1.23M +63,878 +20%
CW
35
CreativeOne Wealth
Kansas
$7.29M +$479K +24,864 +7%
LPL Financial
36
LPL Financial
California
$7.18M +$4.86M +252,670 +210%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$6.98M +$156K +8,100 +2%
UBS AM
38
UBS AM
Illinois
$6.95M -$15.9M -824,988 -70%
MI
39
Moneywise Inc
Virginia
$6.74M -$47.6K -2,474 -0.7%
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$6.31M -$23.6K -1,228 -0.4%
WIC
41
Whitegate Investment Counselors
New Hampshire
$6.09M +$369K +19,176 +6%
JFG
42
JMG Financial Group
Illinois
$6.04M +$666K +34,610 +12%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$5.86M +$517K +26,860 +10%
BSB
44
Bangor Savings Bank
Maine
$5.71M +$454K +23,588 +9%
BFPW
45
BOK Financial Private Wealth
Colorado
$5.59M +$29.2K +1,514 +0.5%
GAM
46
Gemmer Asset Management
California
$5.36M +$1.65M +85,748 +44%
DSA
47
Droms Strauss Advisors
Missouri
$5.13M +$5.13M +266,790 New
KF
48
Krilogy Financial
Missouri
$5.12M -$9.97K -518 -0.2%
CMP
49
Courage Miller Partners
Virginia
$5.1M +$47K +2,440 +0.9%
FHB
50
First Hawaiian Bank
Hawaii
$5.01M +$140K +7,288 +3%
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