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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
Financial Engines Advisors
California
$401M
2
CSIA
Charles Schwab Investment Advisory
California
$1.08B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$105M
4
US Bancorp
US Bancorp
Minnesota
$80.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.9M

Top Sellers

1
BlackRock
BlackRock
New York
$1.89M
2
Creative Planning
Creative Planning
Kansas
$684M
3
QI
QS Investors
New York
$2.76M
4
FMP
Financial Management Professionals
Texas
$1K
5
LPL Financial
LPL Financial
California
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
126
United Capital Financial Advisors
Texas
$1.36M -$76K -3,418 -5%
AI
127
Atria Investments
North Carolina
$1.31M +$806K +36,274 +160%
CCA
128
Cobblestone Capital Advisors
New York
$1.31M +$127K +5,728 +11%
PPA
129
Parametric Portfolio Associates
Washington
$1.29M – – –
TAM
130
Trillium Asset Management
Massachusetts
$1.28M – – –
CFMC
131
Curbstone Financial Management Corp
New Hampshire
$1.27M -$8.88K -400 -0.7%
Mariner
132
Mariner
Kansas
$1.27M +$858K +38,618 +210%
VCP
133
Vista Capital Partners
Oregon
$1.23M -$1.16M -52,192 -48%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.22M +$900K +40,512 +279%
SB
135
Suntrust Banks
Georgia
$1.21M -$2.75M -123,612 -69%
PCM
136
Penserra Capital Management
California
$1.19M +$1.19M +53,632 New
EHPM
137
Emery Howard Portfolio Management
California
$1.19M +$5.69K +256 +0.5%
MWA
138
MFA Wealth Advisors
Pennsylvania
$1.18M +$671K +30,244 +133%
UBS Group
139
UBS Group
Switzerland
$1.15M +$83.2K +3,746 +8%
FA
140
Fiducient Advisors
Illinois
$1.12M +$1.12M +50,406 New
HWA
141
HHM Wealth Advisors
Tennessee
$1.07M -$138K -6,194 -11%
ASN
142
Advisory Services Network
Georgia
$1.07M -$11.3K -510 -1%
AL
143
Aspiriant LLC
California
$1.02M -$124K -5,572 -11%
TCM
144
Tradewinds Capital Management
Washington
$1.02M -$3.73K -168 -0.4%
MAM
145
Marquette Asset Management
Minnesota
$977K -$130K -5,850 -12%
BDF
146
Black Diamond Financial
Maryland
$974K -$66.3K -2,988 -6%
SCA
147
Stokes Capital Advisors
South Carolina
$962K +$962K +43,296 New
CFS
148
Ceros Financial Services
Maryland
$959K +$959K +43,174 New
AP
149
Advisors Preferred
Maryland
$959K +$959K +43,174 New
MIAS
150
Mason Investment Advisory Services
Virginia
$936K +$936K +42,144 New
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