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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
1
Financial Engines Advisors
California
$401M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.08B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$105M
4
US Bancorp
4
US Bancorp
Minnesota
$80.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.89M
2
Creative Planning
2
Creative Planning
Kansas
$684M
3
QI
3
QS Investors
New York
$2.76M
4
FMP
4
Financial Management Professionals
Texas
$1K
5
LPL Financial
5
LPL Financial
California
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Garde Capital
Washington
$2.88M -$475K -21,400 -14%
LFA
77
Landmark Financial Advisors
Kentucky
$2.85M -$84.8K -3,818 -3%
PIMG
78
Patriot Investment Management Group
Tennessee
$2.77M +$2.77M +124,716 New
QI
79
QS Investors
New York
$2.76M -$7.05M -317,328 -72%
ACG
80
Allen Capital Group
Nebraska
$2.74M +$92K +4,142 +3%
AA
81
Advisory Alpha
Michigan
$2.73M +$2.73M +122,868 New
MFGP
82
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.58M +$345K +15,538 +15%
RC
83
Roundview Capital
New Jersey
$2.57M +$696K +31,324 +37%
JIC
84
Johnson Investment Counsel
Ohio
$2.55M +$1.91M +86,236 +298%
CFA
85
Cahill Financial Advisors
Minnesota
$2.54M +$203K +9,142 +9%
HighTower Advisors
86
HighTower Advisors
Illinois
$2.52M -$71.2K -3,216 -3%
DBRC
87
D.B. Root & Company
Pennsylvania
$2.45M +$126K +5,686 +5%
GCA
88
Gradient Capital Advisors
California
$2.41M +$124K +5,580 +5%
PFC
89
Phocas Financial Corp
California
$2.3M -$2M – –
FFN
90
Focus Financial Network
Minnesota
$2.29M +$2.29M +103,232 New
FWM
91
Frontier Wealth Management
Missouri
$2.27M -$2.78M -124,996 -55%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$2.27M -$3.11M -139,996 -58%
IFA
93
Interactive Financial Advisors
Illinois
$2.26M -$463K -20,846 -17%
PMG
94
ProVise Management Group
Florida
$2.23M +$1.21M +54,554 +119%
TRCT
95
Tower Research Capital (TRC)
New York
$2.13M +$976K +43,944 +85%
CIM
96
Cambria Investment Management
California
$2.05M +$42.6K +1,918 +2%
SFPM
97
Sensible Financial Planning & Management
Massachusetts
$2.03M +$91.3K +4,112 +5%
CPIG
98
Chicago Partners Investment Group
Illinois
$1.99M +$42.1K +1,928 +2%
AWM
99
Avior Wealth Management
Nebraska
$1.99M +$10.2K +460 +0.5%
RF
100
RHS Financial
California
$1.96M +$95.6K +4,304 +5%
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4
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