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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.

New
Increased
Maintained
Reduced
Closed
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 %
William Blair & Company
101
William Blair & Company
Illinois
$1.49M +$1.46M +75,994 +6,690%
MF
102
Manchester Financial
California
$1.47M – – –
FC
103
Financial Consulate
Maryland
$1.47M -$35.9K -1,866 -2%
TYCC
104
Texas Yale Capital Corp
Florida
$1.47M – – –
BAM
105
Berkshire Asset Management
Pennsylvania
$1.35M -$42.4K -2,202 -3%
FF
106
Friedenthal Financial
New Jersey
$1.34M -$443K -22,988 -25%
PAG
107
Pinnacle Advisory Group
Maryland
$1.3M +$39.6K +2,054 +3%
PAG
108
Private Advisor Group
New Jersey
$1.25M -$177K -9,208 -12%
UCFA
109
United Capital Financial Advisors
Texas
$1.25M +$7.59K +394 +0.6%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M +$1.25M +64,720 New
SFWC
111
Strategic Family Wealth Counselors
New Jersey
$1.19M +$1.19M +61,754 New
EA
112
Efficient Advisors
Ohio
$1.16M +$4.58K +238 +0.4%
PPA
113
Parametric Portfolio Associates
Washington
$1.12M -$388K -20,168 -26%
TAM
114
Trillium Asset Management
Massachusetts
$1.11M -$49.4K -2,566 -4%
CFMC
115
Curbstone Financial Management Corp
New Hampshire
$1.11M -$7.7K -400 -0.7%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$1.09M +$173K +8,974 +19%
Renaissance Technologies
117
Renaissance Technologies
New York
$1.08M +$724K +37,600 +202%
FCIM
118
Fairview Capital Investment Management
California
$1.05M +$323K +16,750 +44%
HWA
119
HHM Wealth Advisors
Tennessee
$1.05M +$1.05M +54,482 New
CCA
120
Cobblestone Capital Advisors
New York
$1.02M -$346K -17,968 -25%
EHPM
121
Emery Howard Portfolio Management
California
$1.02M +$656K +34,086 +179%
TRCT
122
Tower Research Capital (TRC)
New York
$1M +$771K +40,026 +336%
AL
123
Aspiriant LLC
California
$990K +$97.1K +5,042 +11%
SWA
124
Stratos Wealth Advisors
Ohio
$987K +$987K +51,252 New
MAM
125
Marquette Asset Management
Minnesota
$960K -$292K -15,164 -23%
3 4
5
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