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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
1
PNC Financial Services Group
Pennsylvania
$200M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.11B
3
US Bancorp
3
US Bancorp
Minnesota
$106M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$18M
5
PFG
5
Piershale Financial Group
Illinois
$16.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$36.8M
2
Creative Planning
2
Creative Planning
Kansas
$651M
3
UBS AM
3
UBS AM
Illinois
$10.9M
4
Ameriprise
4
Ameriprise
Minnesota
$38.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
26
JBJ Investment Partners
South Carolina
$10.8M +$1.8M +81,214 +20%
RRC
27
Relaxing Retirement Coach
Massachusetts
$10.7M +$104K +4,668 +1%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$10.3M +$264K +11,874 +3%
MTC
29
Matrix Trust Company
Colorado
$9.45M +$9.45M +425,286 New
Morgan Stanley
30
Morgan Stanley
New York
$9.21M -$260K -11,688 -3%
CC
31
Cypress Capital
Tennessee
$9.19M -$2.28M -102,482 -20%
Wealthfront Advisers
32
Wealthfront Advisers
California
$8.91M -$129K -5,804 -1%
HSA
33
HBK Sorce Advisory
Pennsylvania
$8.64M -$17.9K -806 -0.2%
BAMG
34
Brand Asset Management Group
Missouri
$8.62M -$2.27K -102 -0%
NQWM
35
Northwest Quadrant Wealth Management
Oregon
$8.48M +$139K +6,302 +2%
CW
36
CreativeOne Wealth
Kansas
$8.46M +$387K +17,398 +5%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$8.37M +$804K +36,166 +11%
BWA
38
BlueSky Wealth Advisors
North Carolina
$8.36M -$323K -14,526 -4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$8.13M +$4.89K +220 +0.1%
EK
40
Evensky & Katz
Florida
$8.06M -$266K -11,954 -3%
TI
41
Truepoint Inc
Ohio
$7.85M -$217K -9,786 -3%
WIC
42
Whitegate Investment Counselors
New Hampshire
$7.61M +$24K +1,080 +0.3%
MI
43
Moneywise Inc
Virginia
$7.48M -$426K -19,162 -5%
PC
44
Premise Capital
Illinois
$7.24M -$3.94M -198,378 -35%
JFG
45
JMG Financial Group
Illinois
$7.14M +$117K +5,276 +2%
BSB
46
Bangor Savings Bank
Maine
$7.06M +$223K +10,032 +3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$6.93M +$163K +7,344 +2%
OFG
48
Omega Financial Group
California
$6.21M +$528K +23,766 +9%
GSIS
49
Global Strategic Investment Solutions
Arizona
$6.19M +$124K +5,564 +2%
KF
50
Krilogy Financial
Missouri
$6.11M +$250K +11,252 +4%
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