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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
PNC Financial Services Group
Pennsylvania
$200M
2
CSIA
Charles Schwab Investment Advisory
California
$1.11B
3
US Bancorp
US Bancorp
Minnesota
$106M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18M
5
PFG
Piershale Financial Group
Illinois
$16.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
2
Creative Planning
Creative Planning
Kansas
$651M
3
UBS AM
UBS AM
Illinois
$10.9M
4
Ameriprise
Ameriprise
Minnesota
$38.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Fiducient Advisors
Illinois
$1.52M +$404K +18,192 +36%
BAM
127
Berkshire Asset Management
Pennsylvania
$1.52M – – –
FCIM
128
Fairview Capital Investment Management
California
$1.52M -$8.66K -390 -0.6%
SFWC
129
Strategic Family Wealth Counselors
New Jersey
$1.51M -$158K -7,092 -9%
PAG
130
Pinnacle Advisory Group
Maryland
$1.48M -$58.2K -2,622 -4%
Mariner
131
Mariner
Kansas
$1.46M +$190K +8,546 +15%
UCFA
132
United Capital Financial Advisors
Texas
$1.42M +$54.5K +2,452 +4%
CCA
133
Cobblestone Capital Advisors
New York
$1.37M +$63.6K +2,860 +5%
EA
134
Efficient Advisors
Ohio
$1.36M -$96.2K -4,328 -7%
RCA
135
Reitz Capital Advisors
Michigan
$1.35M -$65.6K -2,952 -5%
UBS Group
136
UBS Group
Switzerland
$1.31M +$158K +7,100 +14%
PPA
137
Parametric Portfolio Associates
Washington
$1.28M -$12.8K -576 -1%
TAM
138
Trillium Asset Management
Massachusetts
$1.28M – – –
CFMC
139
Curbstone Financial Management Corp
New Hampshire
$1.27M – – –
BlackRock
140
BlackRock
New York
$1.27M -$624K -28,058 -33%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$1.27M +$623K +28,048 +97%
AI
142
Atria Investments
North Carolina
$1.25M -$84.4K -3,722 -6%
VCP
143
Vista Capital Partners
Oregon
$1.22M -$11.8K -530 -1%
SB
144
Suntrust Banks
Georgia
$1.2M -$13.3K -598 -1%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$1.19M -$42.6K -1,904 -3%
EHPM
146
Emery Howard Portfolio Management
California
$1.19M – – –
CA
147
Cambridge Advisors
Nebraska
$1.17M +$273K +12,292 +30%
SCA
148
Stokes Capital Advisors
South Carolina
$1.16M +$198K +8,910 +21%
CWM
149
Centric Wealth Management
Illinois
$1.16M +$297K +13,362 +35%
KM
150
Kalos Management
Georgia
$1.14M +$1.14M +52,234 New
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