SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

327 hedge funds and large institutions have $2.99B invested in Schwab US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+30
Holders Change %
+10.1%
% of All Funds
7.3%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
71
Increased
123
Reduced
91
Closed
38
Calls
$2.83M
Puts
$1.63M
Net Calls
+$1.2M
Net Calls Change
+$1.8M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$55.6M
2
Wells Fargo
Wells Fargo
California
$18.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$59.1M
4
CNC
Citizens & Northern Corp
Pennsylvania
$9.44M
5
EK
Evensky & Katz
Florida
$7.36M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$355M
2
CSIA
Charles Schwab Investment Advisory
California
$902M
3
UBS AM
UBS AM
Illinois
$6.95M
4
Ameriprise
Ameriprise
Minnesota
$28.1M
5
ACM
Avalon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
176
Palisades Hudson Asset Management
Florida
$424K +$121K +6,264 +40%
KA
177
Kovack Advisors
Florida
$424K +$424K +21,998 New
BMO
178
Beck Mack & Oliver
New York
$419K +$419K +21,778 New
AF
179
Advisornet Financial
Minnesota
$412K -$102K -5,296 -20%
AWA
180
Acorn Wealth Advisors
Michigan
$403K +$6.16K +314 +2%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$401K -$1.09M -56,566 -73%
Stifel Financial
182
Stifel Financial
Missouri
$401K -$30.4K -1,586 -7%
OCM
183
One Capital Management
California
$395K -$47.1K -2,450 -11%
EGWAG
184
Elwood & Goetz Wealth Advisory Group
Georgia
$390K +$390K +20,242 New
Wolverine Trading
185
Wolverine Trading
Illinois
$380K +$380K +19,800 New
SC
186
Slow Capital
California
$370K +$22.2K +1,154 +6%
NSAM
187
North Star Asset Management
Wisconsin
$364K -$42K -2,182 -10%
LJAC
188
L.J. Altfest & Co
New York
$357K +$2.58K +134 +0.7%
KC
189
Kingfisher Capital
North Carolina
$355K +$1.81K +94 +0.5%
Mariner
190
Mariner
Kansas
$354K +$354K +18,364 New
LWAC
191
Laurel Wealth Advisors (California)
California
$353K +$175K +9,082 +98%
PWP
192
Principle Wealth Partners
Connecticut
$351K +$351K +18,222 New
FWCM
193
Ferguson Wellman Capital Management
Oregon
$345K -$5.59K -290 -2%
OIA
194
OneDigital Investment Advisors
Kansas
$340K +$28K +1,454 +9%
HCM
195
Hengehold Capital Management
Ohio
$326K – – –
WAM
196
Wakefield Asset Management
Colorado
$325K -$68.2K -3,544 -17%
VWA
197
VERITY Wealth Advisors
United States
$314K +$314K +16,306 New
GA
198
Gateway Advisory
New Jersey
$306K -$201K -10,446 -40%
BSW
199
Buckingham Strategic Wealth
Missouri
$296K -$4.5K -234 -1%
NFG
200
Next Financial Group
Texas
$288K +$288K +14,936 New
6 7
8
9 10