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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
US Bancorp
Minnesota
$55.6M
2
Wells Fargo
Wells Fargo
California
$18.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$59.1M
4
CNC
Citizens & Northern Corp
Pennsylvania
$9.44M
5
EK
Evensky & Katz
Florida
$7.36M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$355M
2
CSIA
Charles Schwab Investment Advisory
California
$902M
3
UBS AM
UBS AM
Illinois
$6.95M
4
Ameriprise
Ameriprise
Minnesota
$28.1M
5
ACM
Avalon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
126
MML Investors Services
Massachusetts
$957K +$89.7K +4,662 +10%
ASN
127
Advisory Services Network
Georgia
$940K +$16.9K +880 +2%
EFS
128
Econ Financial Services
Pennsylvania
$926K +$926K +48,090 New
UBS Group
129
UBS Group
Switzerland
$925K -$1.52M -79,136 -62%
RMC
130
Regis Management Company
California
$905K -$2.21M -114,780 -71%
BDF
131
Black Diamond Financial
Maryland
$899K +$899K +46,854 New
TCM
132
Tradewinds Capital Management
Washington
$884K -$121K -6,280 -12%
PMG
133
ProVise Management Group
Florida
$883K +$122K +6,358 +16%
Jane Street
134
Jane Street
New York
$869K +$869K +45,150 New
CA
135
Cambridge Advisors
Nebraska
$837K +$26.5K +1,376 +3%
HWMG
136
Hurlow Wealth Management Group
Indiana
$751K +$751K +35,876 New
RJA
137
Raymond James & Associates
Florida
$748K -$180K -9,334 -19%
AG
138
Advisor Group
Arizona
$732K -$4.67M -242,866 -86%
BL
139
BFSG LLC
California
$724K +$476K +24,726 +192%
SBH
140
Segall Bryant & Hamill
Illinois
$704K -$19.3K -1,000 -3%
CA
141
Cetera Advisors
Colorado
$678K +$56.6K +2,962 +9%
3AM
142
3D Asset Management
Connecticut
$675K +$2.69K +140 +0.4%
IB
143
Intrust Bank
Kansas
$673K +$673K +34,938 New
CWM
144
Centric Wealth Management
Illinois
$662K +$662K +34,368 New
MCM
145
Mainstay Capital Management
Michigan
$661K +$53.9K +2,802 +9%
B
146
Bailard
California
$648K +$10.8K +562 +2%
ACA
147
Atlas Capital Advisors
Wyoming
$605K +$311K +16,152 +106%
FHA
148
First Horizon Advisors
Tennessee
$596K -$451K -23,454 -43%
ACM
149
AlphaStar Capital Management
North Carolina
$580K +$318K +16,500 +121%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$565K -$190K -9,874 -25%
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