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

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$355M
2
CSIA
2
Charles Schwab Investment Advisory
California
$902M
3
UBS AM
3
UBS AM
Illinois
$6.95M
4
Ameriprise
4
Ameriprise
Minnesota
$28.1M
5
ACM
5
Avalon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$4.94M +$370K +19,208 +8%
OFG
52
Omega Financial Group
California
$4.87M +$4.87M +252,876 New
LA
53
LVW Advisors
New York
$4.84M -$1.56M -80,986 -24%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$4.66M +$995K +51,670 +27%
TWM
55
Tanglewood Wealth Management
Texas
$4.66M +$4.66M +241,964 New
SC
56
Stratford Consulting
Texas
$4.44M -$20.8K -1,078 -0.5%
FWM
57
Frontier Wealth Management
Missouri
$4.38M -$27.1K -1,406 -0.6%
Bank of America
58
Bank of America
North Carolina
$4.26M +$1.89M +98,124 +80%
MIM
59
Morningstar Investment Management
Illinois
$3.94M +$3.94M +204,502 New
QAM
60
Q3 Asset Management
Michigan
$3.81M +$3.81M +198,108 New
GSIS
61
Global Strategic Investment Solutions
Arizona
$3.81M +$3.81M +197,958 New
AWM
62
Apollon Wealth Management
South Carolina
$3.6M +$3.6M +167,892 New
SB
63
Suntrust Banks
Georgia
$3.43M -$201K -10,422 -6%
BWM
64
BerganKDV Wealth Management
Minnesota
$3.36M -$68.6K -3,562 -2%
ACM
65
Armbruster Capital Management
New York
$3.31M +$2.39M +123,924 +257%
FMP
66
Financial Management Professionals
Texas
$3.31M +$40.6K +2,110 +1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$3.19M +$3.02M +157,016 +1,809%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$3.1M +$283K +14,680 +10%
GC
69
Garde Capital
Washington
$2.91M +$1.07M +55,316 +58%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$2.85M +$1.99M +103,350 +231%
VV
71
Valentine Ventures
Oregon
$2.78M +$2.78M +144,136 New
Morgan Stanley
72
Morgan Stanley
New York
$2.7M -$1.18M -61,166 -30%
WCM
73
Weatherstone Capital Management
Colorado
$2.67M +$2.67M +128,034 New
AP
74
Appleton Partners
Massachusetts
$2.63M +$87.4K +4,536 +3%
FI
75
FormulaFolio Investments
Michigan
$2.59M – – –
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