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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 Market Value Shares Shares
Change 		Shares
Change %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$3.66M 164,678 -5,708 -3%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$3.5M 157,632 -20,378 -11%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$3.31M 149,026 -80,762 -35%
AP
79
Appleton Partners
Massachusetts
$3.3M 148,682 +8,200 +6%
FI
80
FormulaFolio Investments
Michigan
$3.23M 145,370 -28,312 -16%
JPG
81
Jordan Park Group
California
$3.11M 139,132 +139,132 New
SWA
82
Stratos Wealth Advisors
Ohio
$3.05M 137,106 +61,532 +81%
MFGP
83
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.89M 130,104 +14,012 +12%
FAIM
84
Financial Advocates Investment Management
Washington
$2.88M 129,620 +129,620 New
PIMG
85
Patriot Investment Management Group
Tennessee
$2.87M 129,372 +4,656 +4%
ACG
86
Allen Capital Group
Nebraska
$2.8M 125,982 +2,522 +2%
AA
87
Advisory Alpha
Michigan
$2.79M 125,524 +2,656 +2%
IFA
88
Interactive Financial Advisors
Illinois
$2.78M 125,290 +23,550 +23%
SP
89
SWS Partners
Ohio
$2.77M 121,930 +121,930 New
LFA
90
Landmark Financial Advisors
Kentucky
$2.75M 123,844 -4,288 -3%
HighTower Advisors
91
HighTower Advisors
Illinois
$2.75M 125,300 +11,536 +10%
GC
92
Garde Capital
Washington
$2.73M 122,990 -6,574 -5%
QI
93
QS Investors
New York
$2.71M 121,906 -2,112 -2%
RC
94
Roundview Capital
New Jersey
$2.6M 117,002 +1,128 +1%
CFA
95
Cahill Financial Advisors
Minnesota
$2.59M 116,370 +1,980 +2%
PMG
96
ProVise Management Group
Florida
$2.56M 115,204 +14,800 +15%
GCA
97
Gradient Capital Advisors
California
$2.55M 114,826 +6,562 +6%
FFN
98
Focus Financial Network
Minnesota
$2.32M 103,614 +382 +0.4%
PFC
99
Phocas Financial Corp
California
– – – –
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$2.26M 101,540 +13,366 +15%
2 3
4
5 6