SCHH icon

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 %
MWM
101
Mission Wealth Management
California
$1.96M -$5.33K -240 -0.3%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$1.96M -$1.72M -77,520 -47%
RMC
103
Regis Management Company
California
$1.92M +$875K +39,384 +84%
BlackRock
104
BlackRock
New York
$1.89M -$35M -1,575,082 -95%
3C
105
361 Capital
Colorado
$1.86M -$26.3K -1,182 -1%
AWM
106
Apollon Wealth Management
South Carolina
$1.8M -$1.93M -86,976 -52%
MAS
107
Managed Account Services
Florida
$1.8M +$168K +7,526 +10%
PAG
108
Private Advisor Group
New Jersey
$1.78M +$339K +15,272 +24%
SWM
109
SeaCrest Wealth Management
New York
$1.77M -$186K -8,394 -10%
SWRP
110
Summit Wealth & Retirement Planning
California
$1.74M -$257K -11,578 -13%
William Blair & Company
111
William Blair & Company
Illinois
$1.72M +$2K +90 +0.1%
SWA
112
Stratos Wealth Advisors
Ohio
$1.68M +$540K +24,322 +47%
SFWC
113
Strategic Family Wealth Counselors
New Jersey
$1.67M +$297K +13,368 +22%
FSWA
114
Financial Synergies Wealth Advisors
Texas
$1.64M +$1.64M +73,806 New
FF
115
Friedenthal Financial
New Jersey
$1.61M +$69.7K +3,138 +5%
MF
116
Manchester Financial
California
$1.58M -$1.47M – –
MML Investors Services
117
MML Investors Services
Massachusetts
$1.57M +$462K +20,794 +42%
PAG
118
Pinnacle Advisory Group
Maryland
$1.54M +$41.5K +1,870 +3%
FCIM
119
Fairview Capital Investment Management
California
$1.52M +$309K +13,900 +25%
BAM
120
Berkshire Asset Management
Pennsylvania
$1.52M -$36.4K -1,640 -2%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$1.49M +$1.49M +67,178 New
BFEC
122
Benjamin F. Edwards & Company
Missouri
$1.49M +$231K +10,402 +18%
EA
123
Efficient Advisors
Ohio
$1.45M +$113K +5,086 +8%
RCA
124
Reitz Capital Advisors
Michigan
$1.41M -$908K -40,858 -39%
WA
125
WBH Advisory
Maryland
$1.4M +$1.4M +62,970 New
3 4
5
6 7