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Schwab US REIT ETF
SCHH

Overview Fund Activity

366 hedge funds and large institutions have $3.63B invested in Schwab US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
7.96%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
41
Increased
136
Reduced
116
Closed
30
Calls
$1.49M
Puts
$1.83M
Net Calls
-$336K
Net Calls Change
-$771K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$200M
2
CSIA
Charles Schwab Investment Advisory
California
$1.11B
3
US Bancorp
US Bancorp
Minnesota
$106M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18M
5
PFG
Piershale Financial Group
Illinois
$16.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
2
Creative Planning
Creative Planning
Kansas
$651M
3
UBS AM
UBS AM
Illinois
$10.9M
4
Ameriprise
Ameriprise
Minnesota
$38.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
201
One Capital Management
California
$454K +$14.2K +640 +3%
TFS
202
TrustCore Financial Services
Tennessee
$454K +$441K +19,876 +3,487%
LJAC
203
L.J. Altfest & Co
New York
$445K +$22K +990 +5%
KC
204
Kingfisher Capital
North Carolina
$425K -$1.69K -76 -0.4%
AMG
205
Asset Management Group
Connecticut
$421K -$125K -5,628 -23%
NSAM
206
North Star Asset Management
Wisconsin
$413K – – –
SC
207
Slow Capital
California
$402K -$10.7K -482 -3%
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$391K -$17.8K -802 -4%
AWA
209
Acorn Wealth Advisors
Michigan
$390K +$2.51K +110 +0.6%
NFG
210
Next Financial Group
Texas
$385K -$117K -5,280 -23%
FWCM
211
Ferguson Wellman Capital Management
Oregon
$377K -$12K -540 -3%
VWA
212
VERITY Wealth Advisors
United States
$369K +$51.7K +2,326 +16%
LWAC
213
Laurel Wealth Advisors (California)
California
$364K -$140K -6,304 -28%
HCM
214
Hengehold Capital Management
Ohio
$364K -$4.71K -212 -1%
FNBT
215
FineMark National Bank & Trust
Florida
$362K +$19.9K +896 +6%
BSW
216
Buckingham Strategic Wealth
Missouri
$355K +$20.1K +906 +6%
BRWA
217
B. Riley Wealth Advisors
Florida
$326K -$3.96K -178 -1%
CAMG
218
CWA Asset Management Group
Florida
$324K – – –
EGWAG
219
Elwood & Goetz Wealth Advisory Group
Georgia
$324K +$2.22K +100 +0.7%
TF
220
Tompkins Financial
New York
$322K – – –
BIM
221
Bridges Investment Management
Nebraska
$317K – – –
FVWA
222
Foster Victor Wealth Advisors
South Carolina
$306K -$41.8K -1,826 -12%
PFA
223
Pinnacle Family Advisors
Missouri
$306K +$306K +13,760 New
Nomura Asset Management
224
Nomura Asset Management
Japan
$302K – – –
PS
225
Portfolio Solutions
Michigan
$300K – – –
7 8
9
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