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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 %
MIM
151
Morningstar Investment Management
Illinois
$1.43M -$2.46M -107,142 -63%
TAM
152
Trillium Asset Management
Massachusetts
$1.43M +$101K +4,400 +8%
AWM
153
AE Wealth Management
Kansas
$1.43M +$99.8K +4,346 +8%
CA
154
Cambridge Advisors
Nebraska
$1.41M +$134K +5,824 +11%
RCA
155
Reitz Capital Advisors
Michigan
$1.36M +$27.7K +1,204 +2%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$1.34M +$64.9K +2,826 +5%
AWM
157
Aprio Wealth Management
Georgia
$1.33M +$1.33M +58,052 New
PPA
158
Parametric Portfolio Associates
Washington
$1.33M – – –
Stifel Financial
159
Stifel Financial
Missouri
$1.31M +$349K +15,192 +36%
CFMC
160
Curbstone Financial Management Corp
New Hampshire
$1.29M – – –
GM
161
GeoWealth Management
Illinois
$1.28M -$3.68M -159,952 -74%
EHPM
162
Emery Howard Portfolio Management
California
$1.24M -$7.4K -322 -0.6%
VCP
163
Vista Capital Partners
Oregon
$1.2M -$53.8K -2,344 -4%
PWA
164
Providence Wealth Advisors
Illinois
$1.15M +$517K +22,602 +82%
BL
165
BFSG LLC
California
$1.14M +$317K +13,776 +39%
ACA
166
Atlas Capital Advisors
Wyoming
$1.11M -$116K -5,056 -9%
HWA
167
HHM Wealth Advisors
Tennessee
$1.06M +$74.6K +3,250 +8%
TCM
168
Tradewinds Capital Management
Washington
$1.04M +$7.77K +338 +0.8%
MAM
169
Marquette Asset Management
Minnesota
$1.02M – – –
CI
170
Cordant Inc
Oregon
$1.02M +$1.02M +44,234 New
AL
171
Aspiriant LLC
California
$1M -$49.1K -2,136 -5%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$993K +$240K +10,516 +32%
NRI
173
NFP Retirement Inc
California
$993K +$993K +43,522 New
DBRC
174
D.B. Root & Company
Pennsylvania
$978K +$54.2K +2,360 +6%
MIAS
175
Mason Investment Advisory Services
Virginia
$968K – – –
5 6
7
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