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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.

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 %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$4.09M +$64.9K +2,826 +2%
GIA
77
Gladstone Institutional Advisory
Florida
$3.97M +$59.4K +2,586 +2%
FCM
78
Firestone Capital Management
Florida
$3.89M +$3.89M +169,450 New
BWM
79
BerganKDV Wealth Management
Minnesota
$3.84M +$36.7K +1,598 +1%
FAIM
80
Financial Advocates Investment Management
Washington
$3.74M +$110K +4,782 +3%
AIP
81
Almanack Investment Partners
Pennsylvania
$3.59M +$345K +15,030 +11%
MAS
82
Madden Advisory Services
Florida
$3.59M +$1.51M +50,378 +73%
Cerity Partners
83
Cerity Partners
New York
$3.56M +$3.56M +154,828 New
AP
84
Appleton Partners
Massachusetts
$3.45M +$15.7K +684 +0.5%
FI
85
FormulaFolio Investments
Michigan
$3.4M +$63.3K +2,754 +2%
OIA
86
OneDigital Investment Advisors
Kansas
$3.36M +$37.2K +1,618 +1%
MFGP
87
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.26M +$226K +9,836 +7%
ACWM
88
Adams Chetwood Wealth Management
North Carolina
$3.25M +$3.25M +141,242 New
JPG
89
Jordan Park Group
California
$3.2M -$5.7K -248 -0.2%
Truist Financial
90
Truist Financial
North Carolina
$3.06M +$3.06M +133,040 New
PIMG
91
Patriot Investment Management Group
Tennessee
$3.02M -$24.4K -1,064 -0.8%
PCIA
92
Prime Capital Investment Advisors
Kansas
$2.95M -$1.77M -77,150 -38%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$2.92M +$511K +22,246 +21%
MML Investors Services
94
MML Investors Services
Massachusetts
$2.88M +$547K +23,798 +23%
GC
95
Garde Capital
Washington
$2.86M +$101K +4,408 +4%
BIP
96
Blueprint Investment Partners
North Carolina
$2.85M +$2.85M +124,046 New
HT
97
HAP Trading
New York
$2.83M +$20.9K +910 +0.7%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2.82M +$1.03M +44,820 +58%
EE
99
EWG Elevate
California
$2.77M +$2.77M +120,596 New
CFA
100
Cahill Financial Advisors
Minnesota
$2.76M +$67.5K +2,938 +3%
2 3
4
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