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Schwab US REIT ETF
SCHH

Overview Fund Activity

358 hedge funds and large institutions have $3.57B invested in Schwab US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 138 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+31
Holders Change %
+9.48%
% of All Funds
7.76%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
71
Increased
138
Reduced
110
Closed
34
Calls
$2.31M
Puts
$1.88M
Net Calls
+$435K
Net Calls Change
-$764K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$401M
2
CSIA
Charles Schwab Investment Advisory
California
$1.08B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$105M
4
US Bancorp
US Bancorp
Minnesota
$80.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.9M

Top Sellers

1
BlackRock
BlackRock
New York
$1.89M
2
Creative Planning
Creative Planning
Kansas
$684M
3
QI
QS Investors
New York
$2.76M
4
FMP
Financial Management Professionals
Texas
$1K
5
LPL Financial
LPL Financial
California
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRC
26
Relaxing Retirement Coach
Massachusetts
$10.6M +$244K +10,998 +2%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$10M +$67.8K +3,050 +0.7%
Morgan Stanley
28
Morgan Stanley
New York
$9.46M +$6.35M +285,890 +204%
Wealthfront Advisers
29
Wealthfront Advisers
California
$9.03M -$417K -18,788 -4%
JIP
30
JBJ Investment Partners
South Carolina
$9M +$9M +405,182 New
BWA
31
BlueSky Wealth Advisors
North Carolina
$8.66M -$60.1K -2,712 -0.7%
HSA
32
HBK Sorce Advisory
Pennsylvania
$8.66M -$651K -29,296 -7%
BAMG
33
Brand Asset Management Group
Missouri
$8.62M +$119K +5,366 +1%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$8.41M +$93.5K +4,202 +1%
EK
35
Evensky & Katz
Florida
$8.33M -$161K -7,262 -2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$8.13M +$71.4K +3,212 +0.9%
CW
37
CreativeOne Wealth
Kansas
$8.07M -$343K -15,424 -4%
TI
38
Truepoint Inc
Ohio
$8.06M -$385K -17,316 -5%
MIM
39
Morningstar Investment Management
Illinois
$8.01M +$3.46M +155,874 +76%
WIC
40
Whitegate Investment Counselors
New Hampshire
$7.59M +$558K +25,126 +8%
KBFS
41
Kohmann Bosshard Financial Services
Ohio
$7.56M +$279K +12,576 +4%
PFG
42
Piershale Financial Group
Illinois
$7.09M +$7.09M +319,146 New
JFG
43
JMG Financial Group
Illinois
$7.02M +$50.7K +2,280 +0.7%
BSB
44
Bangor Savings Bank
Maine
$6.84M +$252K +11,362 +4%
MI
45
Moneywise Inc
Virginia
$6.81M +$109K +5,694 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.77M +$4.98K +224 +0.1%
GAM
47
Gemmer Asset Management
California
$6.26M +$74.6K +3,356 +1%
GSIS
48
Global Strategic Investment Solutions
Arizona
$6.07M +$1.67M +75,124 +38%
DSA
49
Droms Strauss Advisors
Missouri
$6.03M +$113K +5,082 +2%
FHB
50
First Hawaiian Bank
Hawaii
$6.03M +$254K +11,434 +4%
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