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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 %
WWM
101
WT Wealth Management
Arizona
$2.76M +$203K +8,840 +8%
RC
102
Roundview Capital
New Jersey
$2.76M +$51.5K +2,242 +2%
AA
103
Advisory Alpha
Michigan
$2.68M +$25.8K +1,122 +1%
GCA
104
Gradient Capital Advisors
California
$2.67M +$40.1K +1,744 +2%
QI
105
QS Investors
New York
$2.65M -$48.9K -2,162 -2%
AWM
106
Avior Wealth Management
Nebraska
$2.62M +$181K +7,870 +7%
ASN
107
Advisory Services Network
Georgia
$2.58M +$591K +25,708 +30%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$2.58M +$25.1K +1,092 +1%
SWA
109
Stratos Wealth Advisors
Ohio
$2.57M -$327K -14,220 -11%
DTIM
110
Danda Trouve Investment Management
Kansas
$2.54M +$2.54M +110,568 New
SFPM
111
Sensible Financial Planning & Management
Massachusetts
$2.49M +$314K +13,662 +14%
IWA
112
IBEX Wealth Advisors
New Jersey
$2.46M +$2.46M +107,082 New
AIA
113
Arcadia Investment Advisors
Idaho
$2.46M -$1.91M -83,164 -44%
AWM
114
Apollon Wealth Management
South Carolina
$2.45M +$235K +10,196 +11%
SMC
115
Smith, Moore & Co
Missouri
$2.44M +$75.7K +3,294 +3%
FSWA
116
Financial Synergies Wealth Advisors
Texas
$2.36M +$261K +11,336 +12%
PAG
117
Private Advisor Group
New Jersey
$2.35M +$112K +4,872 +5%
PFC
118
Phocas Financial Corp
California
$2.35M -$2.41M – –
FF
119
Friedenthal Financial
New Jersey
$2.21M -$31.9K -1,390 -1%
3C
120
361 Capital
Colorado
$2.19M +$162K +7,028 +8%
CPIG
121
Chicago Partners Investment Group
Illinois
$2.18M +$4.16K +178 +0.2%
Mariner
122
Mariner
Kansas
$2.15M +$128K +5,558 +6%
CIM
123
Cambria Investment Management
California
$2.07M +$88.2K +3,836 +4%
FA
124
Fiducient Advisors
Illinois
$2.02M +$501K +21,806 +33%
SWM
125
SeaCrest Wealth Management
New York
$1.97M +$125K +5,454 +7%
3 4
5
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