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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$2.23M +$237K +10,656 +12%
FF
102
Friedenthal Financial
New Jersey
$2.17M +$553K +24,884 +34%
MML Investors Services
103
MML Investors Services
Massachusetts
$2.12M +$552K +24,846 +35%
CPIG
104
Chicago Partners Investment Group
Illinois
$2.05M +$23.5K +1,058 +1%
CIM
105
Cambria Investment Management
California
$2M -$42.6K -1,918 -2%
SFPM
106
Sensible Financial Planning & Management
Massachusetts
$1.96M -$73.7K -3,318 -4%
AWM
107
Apollon Wealth Management
South Carolina
$1.95M +$152K +6,858 +8%
MAS
108
Madden Advisory Services
Florida
$1.94M -$943K -42,440 -33%
ASN
109
Advisory Services Network
Georgia
$1.93M +$851K +38,314 +79%
FSWA
110
Financial Synergies Wealth Advisors
Texas
$1.92M +$281K +12,636 +17%
PAG
111
Private Advisor Group
New Jersey
$1.9M +$122K +5,472 +7%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$1.89M +$403K +18,118 +27%
3C
113
361 Capital
Colorado
$1.88M +$26.2K +1,178 +1%
MWM
114
Mission Wealth Management
California
$1.88M -$85.9K -3,866 -4%
SWM
115
SeaCrest Wealth Management
New York
$1.8M +$30.5K +1,374 +2%
RF
116
RHS Financial
California
$1.77M -$194K -8,748 -10%
SWRP
117
Summit Wealth & Retirement Planning
California
$1.75M +$5.42K +244 +0.3%
TYCC
118
Texas Yale Capital Corp
Florida
$1.74M -$1.72M -77,250 -50%
MAS
119
Managed Account Services
Florida
$1.73M -$96.1K -4,220 -5%
FTS
120
Fifth Third Securities
Ohio
$1.69M +$1.69M +75,710 New
William Blair & Company
121
William Blair & Company
Illinois
$1.62M -$97.9K -4,406 -6%
ACM
122
Avalon Capital Management
California
$1.61M -$1.41M -63,334 -47%
OIA
123
OneDigital Investment Advisors
Kansas
$1.6M +$1.21M +54,534 +310%
MF
124
Manchester Financial
California
$1.57M -$1.58M – –
AWM
125
AE Wealth Management
Kansas
$1.56M +$1.23M +55,590 +380%
3 4
5
6 7