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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.

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 %
LFA
76
Landmark Financial Advisors
Kentucky
$2.54M +$20.6K +1,068 +0.8%
PC
77
Premise Capital
Illinois
$2.48M -$8.69M -487,202 -78%
MAS
78
Madden Advisory Services
Florida
$2.48M +$66.9K +3,476 +3%
ACG
79
Allen Capital Group
Nebraska
$2.44M -$178K -8,716 -7%
IFA
80
Interactive Financial Advisors
Illinois
$2.36M -$556K -28,872 -19%
HighTower Advisors
81
HighTower Advisors
Illinois
$2.25M +$474K +24,632 +27%
JFGLC
82
Johnson Financial Group LLC (Colorado)
Colorado
$2.2M +$2.2M +114,108 New
VCP
83
Vista Capital Partners
Oregon
$2.07M +$1.34M +69,450 +182%
CFA
84
Cahill Financial Advisors
Minnesota
$2.03M +$23.8K +1,234 +1%
DBRC
85
D.B. Root & Company
Pennsylvania
$2.01M -$31.6K -1,642 -2%
RCA
86
Reitz Capital Advisors
Michigan
$2.01M +$2.01M +104,442 New
PFC
87
Phocas Financial Corp
California
$2M -$2.09M – –
GCA
88
Gradient Capital Advisors
California
$1.98M +$180K +9,344 +10%
MFGP
89
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.94M +$1.94M +100,554 New
CPIG
90
Chicago Partners Investment Group
Illinois
$1.78M -$79.5K -3,984 -4%
CIM
91
Cambria Investment Management
California
$1.74M -$162K -8,438 -9%
SWRP
92
Summit Wealth & Retirement Planning
California
$1.73M +$1.73M +90,034 New
AWM
93
Avior Wealth Management
Nebraska
$1.71M +$79K +4,102 +5%
MWM
94
Mission Wealth Management
California
$1.71M -$133K -6,914 -7%
SWM
95
SeaCrest Wealth Management
New York
$1.7M +$310K +16,078 +22%
SFPM
96
Sensible Financial Planning & Management
Massachusetts
$1.68M +$194K +10,084 +13%
3C
97
361 Capital
Colorado
$1.63M -$33.2K -1,724 -2%
RC
98
Roundview Capital
New Jersey
$1.63M -$28.4K -1,474 -2%
RF
99
RHS Financial
California
$1.62M +$1.62M +84,124 New
MAS
100
Managed Account Services
Florida
$1.49M -$149K -7,276 -9%
2 3
4
5 6