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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.

New
Increased
Maintained
Reduced
Closed
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
PNC Financial Services Group
Pennsylvania
$325M
2
CSIA
Charles Schwab Investment Advisory
California
$1.27B
3
Financial Engines Advisors
Financial Engines Advisors
California
$465M
4
Charles Schwab
Charles Schwab
California
$89.2M
5
US Bancorp
US Bancorp
Minnesota
$155M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.5M
2
M&T Bank
M&T Bank
New York
$0
3
Creative Planning
Creative Planning
Kansas
$630M
4
Ameriprise
Ameriprise
Minnesota
$27.9M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
126
Focus Financial Network
Minnesota
$1.95M -$189K -8,238 -9%
CWM
127
Centric Wealth Management
Illinois
$1.95M -$549K -23,878 -22%
GBT
128
Grove Bank & Trust
Florida
$1.93M +$129K +5,598 +7%
MWM
129
Mission Wealth Management
California
$1.86M -$162K -7,036 -8%
SWRP
130
Summit Wealth & Retirement Planning
California
$1.81M +$1.1K +48 +0.1%
TYCC
131
Texas Yale Capital Corp
Florida
$1.8M +$92 +4 +0%
SWM
132
Sculati Wealth Management
Michigan
$1.76M +$1.76M +76,726 New
Betterment LLC
133
Betterment LLC
New York
$1.7M +$837K +36,444 +97%
BA
134
Ballast Advisors
Minnesota
$1.7M +$1.7M +74,014 New
PAG
135
Pinnacle Advisory Group
Maryland
$1.7M +$148K +6,460 +10%
TI
136
tru Independence
Oregon
$1.7M +$1.7M +103,776 New
William Blair & Company
137
William Blair & Company
Illinois
$1.69M +$54.9K +2,390 +3%
MAM
138
Marotta Asset Management
Virginia
$1.65M +$1.65M +71,294 New
MF
139
Manchester Financial
California
$1.64M +$25.5K +1,108 +2%
FCIM
140
Fairview Capital Investment Management
California
$1.62M +$33.3K +1,450 +2%
UCFA
141
United Capital Financial Advisors
Texas
$1.61M +$150K +6,514 +10%
LFA
142
Landmark Financial Advisors
Kentucky
$1.59M -$200K -8,444 -11%
BAM
143
Berkshire Asset Management
Pennsylvania
$1.57M – – –
UBS Group
144
UBS Group
Switzerland
$1.56M +$242K +10,508 +18%
SFWC
145
Strategic Family Wealth Counselors
New Jersey
$1.55M +$460 +20 +0%
MAS
146
Managed Account Services
Florida
$1.55M -$236K -10,436 -13%
LWAC
147
Laurel Wealth Advisors (California)
California
$1.54M +$1.22M +53,132 +389%
SCA
148
Stokes Capital Advisors
South Carolina
$1.5M +$201K +8,728 +15%
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
$1.5M +$13K +566 +0.9%
CCA
150
Cobblestone Capital Advisors
New York
$1.43M -$3.22K -140 -0.2%
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