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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.

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 %
DSA
51
Droms Strauss Advisors
Missouri
$6.09M +$52K +2,342 +0.9%
TCM
52
Tradewinds Capital Management
Washington
$6.06M +$5.04M +226,784 +496%
FHB
53
First Hawaiian Bank
Hawaii
$6.03M – – –
GAM
54
Gemmer Asset Management
California
$5.91M -$358K -16,110 -6%
Bank of America
55
Bank of America
North Carolina
$5.89M +$556K +25,016 +10%
PCIA
56
Prime Capital Investment Advisors
Kansas
$5.89M +$5.89M +265,074 New
CMP
57
Courage Miller Partners
Virginia
$5.85M +$41.6K +1,872 +0.7%
ACM
58
Alpha Capital Management
Texas
$5.81M +$5.81M +261,472 New
Jane Street
59
Jane Street
New York
$5.66M +$5.66M +254,912 New
TWM
60
Tanglewood Wealth Management
Texas
$5.56M +$38.6K +1,736 +0.7%
LA
61
LVW Advisors
New York
$5.19M -$116K -5,216 -2%
SC
62
Stratford Consulting
Texas
$5.16M +$87.4K +3,932 +2%
PRS
63
Pinkerton Retirement Specialists
Idaho
$5.11M +$1.82M +81,836 +55%
AG
64
Advisor Group
Arizona
$4.71M +$882K +39,688 +23%
BCI
65
Brinker Capital Investments
Pennsylvania
$4.44M – – –
BFPW
66
BOK Financial Private Wealth
Colorado
$4.4M -$978K -44,026 -18%
FMT
67
First Mercantile Trust
Tennessee
$4.39M +$4.39M +197,636 New
AIA
68
Arcadia Investment Advisors
Idaho
$4.22M +$341K +15,340 +9%
LPL Financial
69
LPL Financial
California
$4.21M +$196K +8,806 +5%
MIS
70
Morningstar Investment Services
Illinois
$4.05M +$167K +7,526 +4%
ACM
71
Armbruster Capital Management
New York
$4.02M -$30.6K -1,378 -0.8%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$3.99M +$1.72M +77,636 +76%
BWM
73
BerganKDV Wealth Management
Minnesota
$3.73M +$105K +4,712 +3%
GIA
74
Gladstone Institutional Advisory
Florida
$3.7M +$505K +22,736 +16%
MIM
75
Morningstar Investment Management
Illinois
$3.67M -$4.34M -195,166 -54%
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