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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 %
RF
201
RHS Financial
California
$677K -$342K -14,862 -34%
LWM
202
Loveless Wealth Management
Montana
$673K +$673K +29,442 New
LF
203
LifeSteps Financial
California
$654K +$654K +28,468 New
PMG
204
ProVise Management Group
Florida
$650K +$20.6K +896 +3%
GI
205
Gradient Investments
Minnesota
$645K +$14.3K +622 +2%
State Street
206
State Street
Massachusetts
$640K +$4.92K +214 +0.8%
AP
207
Advisors Preferred
Maryland
$628K +$628K +27,340 New
SS
208
Simplicity Solutions
Minnesota
$620K +$16.4K +714 +3%
BAM
209
Baldrige Asset Management
Pennsylvania
$618K +$24.6K +1,072 +4%
FA
210
FC Advisory
Pennsylvania
$613K +$69.4K +3,036 +13%
JC
211
Jentner Corp
Ohio
$600K -$322 -14 -0.1%
RJA
212
Raymond James & Associates
Florida
$594K -$53.8K -2,338 -8%
AI
213
Atria Investments
North Carolina
$585K -$622K -27,046 -52%
AC
214
Anavon Capital
United Kingdom
$584K +$584K +25,400 New
H
215
HoyleCohen
California
$583K +$689 +30 +0.1%
ACG
216
Allen Capital Group
Nebraska
$569K -$62.7K -2,730 -10%
GT
217
Greenleaf Trust
Michigan
$562K +$38.9K +1,690 +7%
SWM
218
SigFig Wealth Management
California
$560K -$24.9K -1,084 -4%
BIA
219
Bigelow Investment Advisors
Maine
$557K -$199K -8,654 -26%
AF
220
Advisornet Financial
Minnesota
$533K +$17.4K +758 +3%
LCM
221
Liberty Capital Management
Michigan
$527K -$17.9K -778 -3%
B
222
Bridgeworth
Alabama
$526K -$31.6K -1,372 -6%
PHAM
223
Palisades Hudson Asset Management
Florida
$520K +$2.58K +112 +0.5%
AOWM
224
Alpha Omega Wealth Management
Virginia
$514K +$46 +2 +0%
EWM
225
Empirical Wealth Management
Washington
$503K -$72.2K -3,144 -13%
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