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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 %
BAM
176
Baldrige Asset Management
Pennsylvania
$568K +$568K +25,556 New
AMG
177
Asset Management Group
Connecticut
$546K -$17.5K -790 -3%
Millennium Management
178
Millennium Management
New York
$543K +$543K +24,440 New
GT
179
Greenleaf Trust
Michigan
$532K +$532K +23,934 New
BIA
180
Bigelow Investment Advisors
Maine
$525K -$7.11K -320 -1%
FA
181
FC Advisory
Pennsylvania
$525K +$9.99K +450 +2%
AA
182
Ancora Advisors
Ohio
$515K – – –
PHAM
183
Palisades Hudson Asset Management
Florida
$509K +$19.9K +894 +4%
H
184
HoyleCohen
California
$505K -$15.7K -708 -3%
B
185
Bridgeworth
Alabama
$504K -$86.2K -3,878 -15%
LWAC
186
Laurel Wealth Advisors (California)
California
$504K +$96.8K +4,360 +24%
NFG
187
Next Financial Group
Texas
$502K +$170K +7,658 +51%
NFH
188
NEXT Financial Holdings
Texas
$502K +$502K +22,594 New
SWM
189
SigFig Wealth Management
California
$498K -$35.5K -1,598 -7%
BMO
190
Beck Mack & Oliver
New York
$478K -$6.18K -278 -1%
KA
191
Kovack Advisors
Florida
$468K -$21K -946 -4%
PWP
192
Principle Wealth Partners
Connecticut
$463K +$57.8K +2,600 +14%
PFM
193
Peak Financial Management
Massachusetts
$449K -$62.4K -2,810 -12%
AF
194
Advisornet Financial
Minnesota
$439K -$35.9K -1,616 -8%
OCM
195
One Capital Management
California
$439K -$16.6K -750 -4%
KC
196
Kingfisher Capital
North Carolina
$426K +$16.8K +756 +4%
Stifel Financial
197
Stifel Financial
Missouri
$425K -$37.7K -1,702 -8%
LJAC
198
L.J. Altfest & Co
New York
$423K +$11.3K +508 +3%
SC
199
Slow Capital
California
$413K -$14K -632 -3%
NSAM
200
North Star Asset Management
Wisconsin
$413K -$6.66K -300 -2%
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