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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 %
FHB
51
First Hawaiian Bank
Hawaii
$6.2M -$39.1K -1,702 -0.6%
CMP
52
Courage Miller Partners
Virginia
$6.1M +$90.9K +3,956 +2%
TWM
53
Tanglewood Wealth Management
Texas
$6.07M +$248K +10,808 +4%
GSIS
54
Global Strategic Investment Solutions
Arizona
$5.74M -$802K -34,900 -12%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$5.74M +$2.34M +101,842 +69%
AIM
56
Aurora Investment Managers
Florida
$5.51M +$5.51M +239,910 New
SC
57
Stratford Consulting
Texas
$5.34M -$23.9K -1,042 -0.4%
LA
58
LVW Advisors
New York
$5.31M -$398K -17,312 -7%
PRS
59
Pinkerton Retirement Specialists
Idaho
$5.27M -$1,000K -43,504 -16%
DSA
60
Droms Strauss Advisors
Missouri
$5.17M -$969K -42,218 -16%
ACM
61
Armbruster Capital Management
New York
$5.06M +$11.7K +510 +0.2%
Jane Street
62
Jane Street
New York
$5.05M +$5.05M +219,594 New
FMT
63
First Mercantile Trust
Tennessee
$5.03M +$120K +5,210 +2%
AG
64
Advisor Group
Arizona
$4.99M -$3.87M -168,462 -44%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$4.82M -$2.1M -92,894 -30%
HighTower Advisors
66
HighTower Advisors
Illinois
$4.72M +$553K +24,206 +13%
LPL Financial
67
LPL Financial
California
$4.72M +$698K +30,394 +17%
BCI
68
Brinker Capital Investments
Pennsylvania
$4.66M +$64.1K +2,790 +1%
BFPW
69
BOK Financial Private Wealth
Colorado
$4.45M -$126K -5,492 -3%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$4.4M -$3.06M -133,358 -41%
CST
71
Charles Schwab Trust
Nevada
$4.34M +$445K +19,370 +11%
MIS
72
Morningstar Investment Services
Illinois
$4.34M +$4.34M +188,720 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$4.28M -$4.62M -200,982 -52%
IFA
74
Interactive Financial Advisors
Illinois
$4.22M +$575K +25,034 +16%
ACA
75
Ascension Capital Advisors
Texas
$4.13M +$4.13M +179,724 New
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