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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 %
SC
151
Schoolcraft Capital
Colorado
$924K +$924K +41,602 New
CA
152
Cambridge Advisors
Nebraska
$899K -$66.6K -2,998 -7%
RJA
153
Raymond James & Associates
Florida
$871K +$8.49K +382 +1%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$864K +$401K +18,036 +87%
CWM
155
Centric Wealth Management
Illinois
$860K +$96.8K +4,360 +13%
IB
156
Intrust Bank
Kansas
$851K +$75.2K +3,388 +10%
BL
157
BFSG LLC
California
$817K -$17.7K -798 -2%
SBH
158
Segall Bryant & Hamill
Illinois
$805K -$6.44K -290 -0.8%
HWMG
159
Hurlow Wealth Management Group
Indiana
$805K +$9.4K +424 +1%
CA
160
Cetera Advisors
Colorado
$803K +$10.4K +464 +1%
MCM
161
Mainstay Capital Management
Michigan
$763K -$400 -18 -0.1%
ACA
162
Atlas Capital Advisors
Wyoming
$757K +$59K +2,654 +8%
B
163
Bailard
California
$750K +$2.89K +130 +0.4%
3AM
164
3D Asset Management
Connecticut
$744K -$35.6K -1,604 -5%
Betterment LLC
165
Betterment LLC
New York
$692K +$433K +19,476 +167%
FHA
166
First Horizon Advisors
Tennessee
$675K -$11.6K -524 -2%
AWA
167
Alaska Wealth Advisors
Alaska
$666K +$29.7K +1,338 +5%
SS
168
Simplicity Solutions
Minnesota
$660K +$660K +29,708 New
Natixis Advisors
169
Natixis Advisors
Massachusetts
$642K +$86.4K +3,892 +16%
PA
170
PFG Advisors
Arizona
$606K +$30.2K +1,362 +5%
RW
171
REDW Wealth
New Mexico
$601K -$7.47K -336 -1%
A
172
AdvicePeriod
California
$592K – – –
State Street
173
State Street
Massachusetts
$589K +$41.8K +1,882 +8%
JC
174
Jentner Corp
Ohio
$574K +$3.38K +152 +0.6%
AOWM
175
Alpha Omega Wealth Management
Virginia
$572K – – –
5 6
7
8 9