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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
+$43.1M
2
Wells Fargo
Wells Fargo
California
+$11.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.85M
4
CNC
Citizens & Northern Corp
Pennsylvania
+$9.44M
5
EK
Evensky & Katz
Florida
+$6.87M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$1.96B
2
CSIA
Charles Schwab Investment Advisory
California
-$54.3M
3
UBS AM
UBS AM
Illinois
-$15.9M
4
Ameriprise
Ameriprise
Minnesota
-$11.5M
5
ACM
Avalon Capital Management
California
-$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$279K -$484K -25,156 -63%
TF
202
Tompkins Financial
New York
$279K -$114K -5,920 -29%
FNBT
203
FineMark National Bank & Trust
Florida
$278K +$34K +1,770 +14%
FVWA
204
Foster Victor Wealth Advisors
South Carolina
$278K +$278K +14,440 New
BIM
205
Bridges Investment Management
Nebraska
$275K -$27.2K -1,412 -9%
SPC
206
Sigma Planning Corp
Michigan
$270K +$18.1K +940 +7%
CAMG
207
CWA Asset Management Group
Florida
$268K +$1.69K +88 +0.6%
PS
208
Portfolio Solutions
Michigan
$260K +$260K +13,482 New
BRWA
209
B. Riley Wealth Advisors
Florida
$258K -$37.7K -1,952 -13%
MAFM
210
Mid Atlantic Financial Management
Pennsylvania
$249K +$249K +12,922 New
KWM
211
Kingsview Wealth Management
Oregon
$234K +$33.2K +1,720 +17%
BFM
212
Broadview Financial Management
Wisconsin
$232K +$232K +12,052 New
SP
213
SWS Partners
Ohio
$231K +$231K +11,998 New
MWM
214
Merriman Wealth Management
Washington
$229K +$229K +12,026 New
PIM
215
Penobscot Investment Management
Massachusetts
$228K – – –
Betterment LLC
216
Betterment LLC
New York
$224K +$224K +11,654 New
MHS
217
M Holdings Securities
Oregon
$212K -$21.7K -1,124 -9%
SFA
218
Sequoia Financial Advisors
Ohio
$208K -$5.32K -276 -2%
Brown Advisory
219
Brown Advisory
Maryland
$207K – – –
SHJ
220
Sharkey, Howes & Javer
Colorado
$206K +$68.6K +3,558 +50%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$183K +$147K +7,616 +403%
RA
222
Rational Advisors
New York
$182K +$101K +5,240 +125%
RCA
223
Rowland Carmichael Advisors
Arizona
$178K – – –
WCM
224
Wealthcare Capital Management
Virginia
$164K +$231 +12 +0.1%
PGAM
225
Princeton Global Asset Management
New Jersey
$158K +$158K +8,188 New
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