SCHH icon

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 %
EFSCE
201
Enterprise Financial Services Corp (EFSC)
Missouri
$409K +$340K +15,308 +494%
OIA
202
OneDigital Investment Advisors
Kansas
$390K -$2.31K -104 -0.6%
FWCM
203
Ferguson Wellman Capital Management
Oregon
$389K -$8.89K -400 -2%
AWA
204
Acorn Wealth Advisors
Michigan
$380K -$80.7K -3,600 -18%
HCM
205
Hengehold Capital Management
Ohio
$368K -$8.21K -370 -2%
GI
206
Gradient Investments
Minnesota
$349K +$339K +15,286 +3,458%
CWM
207
Cornerstone Wealth Management
Missouri
$347K +$347K +2,264 New
KWM
208
Kingsview Wealth Management
Oregon
$347K +$77.3K +3,474 +29%
FNBT
209
FineMark National Bank & Trust
Florida
$342K +$20.6K +928 +6%
WAM
210
Wakefield Asset Management
Colorado
$340K -$35.2K -1,582 -9%
FVWA
211
Foster Victor Wealth Advisors
South Carolina
$338K +$16.9K +762 +5%
BSW
212
Buckingham Strategic Wealth
Missouri
$335K -$6.89K -310 -2%
MAFM
213
Mid Atlantic Financial Management
Pennsylvania
$331K +$44.2K +1,994 +15%
BRWA
214
B. Riley Wealth Advisors
Florida
$330K +$32.6K +1,466 +11%
AWM
215
AE Wealth Management
Kansas
$325K +$325K +14,632 New
CAMG
216
CWA Asset Management Group
Florida
$324K +$14.3K +642 +5%
TF
217
Tompkins Financial
New York
$322K – – –
EGWAG
218
Elwood & Goetz Wealth Advisory Group
Georgia
$321K -$128K -5,774 -29%
VWA
219
VERITY Wealth Advisors
United States
$317K -$44.8K -2,018 -12%
BIM
220
Bridges Investment Management
Nebraska
$317K – – –
Nomura Asset Management
221
Nomura Asset Management
Japan
$302K +$302K +13,598 New
Citadel Advisors
222
Citadel Advisors
Florida
$301K +$301K +13,532 New
PS
223
Portfolio Solutions
Michigan
$300K – – –
SPC
224
Sigma Planning Corp
Michigan
$298K -$13.3K -598 -4%
CG
225
Colony Group
Massachusetts
$291K +$291K +13,114 New
7 8
9
10 11