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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 %
TC
176
TownSquare Capital
Utah
$967K +$22.7K +986 +2%
TRCT
177
Tower Research Capital (TRC)
New York
$955K +$868K +37,768 +997%
SC
178
Schoolcraft Capital
Colorado
$943K +$8.41K +366 +0.9%
RW
179
REDW Wealth
New Mexico
$943K +$184K +7,994 +24%
BDF
180
Black Diamond Financial
Maryland
$910K -$84.4K -3,672 -8%
TFS
181
TrustCore Financial Services
Tennessee
$898K +$281K +12,248 +46%
IA
182
IFG Advisors
Missouri
$883K +$49.6K +2,160 +6%
CA
183
Cetera Advisors
Colorado
$867K -$53.7K -2,328 -6%
SBH
184
Segall Bryant & Hamill
Illinois
$857K – – –
BWM
185
BCS Wealth Management
Tennessee
$847K +$847K +36,844 New
A
186
AdvicePeriod
California
$843K +$1.61K +70 +0.2%
BlackRock
187
BlackRock
New York
$834K -$186K -8,090 -18%
EA
188
Efficient Advisors
Ohio
$831K -$198K -8,620 -19%
ACM
189
Avalon Capital Management
California
$827K -$84.7K -3,682 -9%
MCM
190
MAI Capital Management
Ohio
$793K +$301K +13,112 +61%
B
191
Bailard
California
$765K -$6.9K -300 -0.9%
MCM
192
Mainstay Capital Management
Michigan
$748K -$11.3K -490 -1%
LWMM
193
Legacy Wealth Management (Mississippi)
Mississippi
$735K +$735K +32,000 New
Citadel Advisors
194
Citadel Advisors
Florida
$733K -$129K -5,594 -15%
AAS
195
Avantax Advisory Services
Texas
$723K +$723K +31,550 New
PA
196
PFG Advisors
Arizona
$710K +$24.6K +1,086 +4%
3AM
197
3D Asset Management
Connecticut
$695K -$11K -478 -2%
CAG
198
Curtis Advisory Group
California
$694K +$694K +30,180 New
HWMG
199
Hurlow Wealth Management Group
Indiana
$691K -$47.7K -2,064 -6%
CIP
200
Capital Insight Partners
Arizona
$688K +$688K +29,950 New
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8
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