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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
1
PNC Financial Services Group
Pennsylvania
$325M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.27B
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$465M
4
Charles Schwab
4
Charles Schwab
California
$89.2M
5
US Bancorp
5
US Bancorp
Minnesota
$155M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$44.5M
2
M&T Bank
2
M&T Bank
New York
$0
3
Creative Planning
3
Creative Planning
Kansas
$630M
4
Ameriprise
4
Ameriprise
Minnesota
$27.9M
5
IG
5
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$9.8M +$364K +15,842 +4%
JIP
27
JBJ Investment Partners
South Carolina
$9.79M +$281K +12,224 +3%
PC
28
Premise Capital
Illinois
$9.71M -$136K -5,916 -1%
Morgan Stanley
29
Morgan Stanley
New York
$9.52M +$523K +22,776 +6%
CC
30
Cypress Capital
Tennessee
$9.24M +$574K +24,962 +7%
CW
31
CreativeOne Wealth
Kansas
$9.22M +$352K +15,326 +4%
HSA
32
HBK Sorce Advisory
Pennsylvania
$9.12M -$98.1K -4,270 -1%
Wealthfront Advisers
33
Wealthfront Advisers
California
$9.1M -$29.6K -1,290 -0.3%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$8.89M -$450K -19,728 -5%
BAMG
35
Brand Asset Management Group
Missouri
$8.74M +$145K +6,314 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$8.57M +$563K +24,502 +7%
BWA
37
BlueSky Wealth Advisors
North Carolina
$8.5M +$38.2K +1,688 +0.5%
WIC
38
Whitegate Investment Counselors
New Hampshire
$8.05M -$20.2K -880 -0.3%
EK
39
Evensky & Katz
Florida
$7.92M -$179K -7,802 -2%
OFG
40
Omega Financial Group
California
$7.9M +$172K +7,484 +2%
TI
41
Truepoint Inc
Ohio
$7.79M -$80.8K -3,516 -1%
BSB
42
Bangor Savings Bank
Maine
$7.63M +$269K +11,686 +4%
MI
43
Moneywise Inc
Virginia
$7.55M -$232K -9,834 -3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$7.39M -$848K -36,900 -10%
JFG
45
JMG Financial Group
Illinois
$7.33M +$212K +9,206 +3%
Allianz Asset Management
46
Allianz Asset Management
Germany
$7.32M +$7.32M +318,576 New
SFP
47
Strategic Financial Planning
Texas
$7.3M +$7.3M +317,844 New
KF
48
Krilogy Financial
Missouri
$6.91M +$447K +19,436 +7%
GAM
49
Gemmer Asset Management
California
$6.73M +$260K +11,312 +4%
Bank of America
50
Bank of America
North Carolina
$6.35M +$498K +21,688 +9%
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