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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 %
HT
151
HAP Trading
New York
$1.12M +$1.12M +50,258 New
HWA
152
HHM Wealth Advisors
Tennessee
$1.07M -$5.55K -250 -0.5%
ACA
153
Atlas Capital Advisors
Wyoming
$1.04M +$281K +12,626 +37%
AL
154
Aspiriant LLC
California
$1.02M – – –
MAM
155
Marquette Asset Management
Minnesota
$983K +$5.02K +226 +0.5%
MIAS
156
Mason Investment Advisory Services
Virginia
$936K – – –
SC
157
Schoolcraft Capital
Colorado
$917K -$7.51K -338 -0.8%
RMC
158
Regis Management Company
California
$904K -$1.02M -45,712 -53%
BDF
159
Black Diamond Financial
Maryland
$876K -$99.1K -4,460 -10%
HWMG
160
Hurlow Wealth Management Group
Indiana
$846K +$17.9K +784 +2%
RJA
161
Raymond James & Associates
Florida
$844K -$27.3K -1,230 -3%
Betterment LLC
162
Betterment LLC
New York
$835K +$144K +6,466 +21%
SBH
163
Segall Bryant & Hamill
Illinois
$833K +$28K +1,262 +3%
CA
164
Cetera Advisors
Colorado
$830K +$27.3K +1,222 +3%
A
165
AdvicePeriod
California
$827K +$235K +10,576 +40%
BL
166
BFSG LLC
California
$810K -$7.92K -356 -1%
MFG
167
MidWestOne Financial Group
Iowa
$799K +$799K +35,956 New
MCM
168
Mainstay Capital Management
Michigan
$780K +$16.7K +750 +2%
B
169
Bailard
California
$749K -$1.29K -58 -0.2%
DBRC
170
D.B. Root & Company
Pennsylvania
$747K -$1.7M -76,536 -69%
MIAN
171
Mariner Independent Advisor Network
Kansas
$719K +$719K +32,530 New
3AM
172
3D Asset Management
Connecticut
$697K -$47.1K -2,118 -6%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$669K +$5.2K +234 +0.8%
AWA
174
Alaska Wealth Advisors
Alaska
$666K – – –
RW
175
REDW Wealth
New Mexico
$658K +$56.5K +2,542 +9%
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7
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