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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 %
KF
51
Krilogy Financial
Missouri
$5.86M -$47.4K -2,134 -0.8%
CMP
52
Courage Miller Partners
Virginia
$5.8M -$82.1K -3,694 -1%
OFG
53
Omega Financial Group
California
$5.68M +$57.9K +2,606 +1%
TWM
54
Tanglewood Wealth Management
Texas
$5.52M +$147K +6,628 +3%
BFPW
55
BOK Financial Private Wealth
Colorado
$5.38M -$1.07M -48,300 -17%
Bank of America
56
Bank of America
North Carolina
$5.33M +$425K +19,120 +9%
LA
57
LVW Advisors
New York
$5.3M -$283K -12,746 -5%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$5.11M -$594K -26,752 -10%
SC
59
Stratford Consulting
Texas
$5.07M -$50.7K -2,280 -1%
BCI
60
Brinker Capital Investments
Pennsylvania
$4.44M +$4.44M +200,000 New
ACM
61
Armbruster Capital Management
New York
$4.05M +$232K +10,432 +6%
LPL Financial
62
LPL Financial
California
$4.01M -$4.28M -192,540 -52%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$3.95M +$663K +29,848 +20%
MIS
64
Morningstar Investment Services
Illinois
$3.89M +$3.89M +174,864 New
AIA
65
Arcadia Investment Advisors
Idaho
$3.88M +$3.88M +174,672 New
FI
66
FormulaFolio Investments
Michigan
$3.86M +$1.1M +49,564 +40%
AG
67
Advisor Group
Arizona
$3.82M +$2.97M +133,938 +352%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$3.79M +$206K +9,260 +6%
BWM
69
BerganKDV Wealth Management
Minnesota
$3.62M -$255K -11,484 -7%
TYCC
70
Texas Yale Capital Corp
Florida
$3.45M +$1.76M +79,186 +104%
PRS
71
Pinkerton Retirement Specialists
Idaho
$3.29M +$3.29M +147,922 New
GIA
72
Gladstone Institutional Advisory
Florida
$3.19M +$3.19M +143,682 New
AP
73
Appleton Partners
Massachusetts
$3.12M +$88.2K +3,968 +3%
ACM
74
Avalon Capital Management
California
$3.02M +$3.02M +135,830 New
MAS
75
Madden Advisory Services
Florida
$2.89M +$22.5K +1,014 +0.8%
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