SCHH icon

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.

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
1
US Bancorp
Minnesota
$55.6M
2
Wells Fargo
2
Wells Fargo
California
$18.8M
3
CC
3
Cypress Capital
Tennessee
$10.3M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$59.1M
5
CNC
5
Citizens & Northern Corp
Pennsylvania
$9.44M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$355M
2
CSIA
2
Charles Schwab Investment Advisory
California
$902M
3
UBS AM
3
UBS AM
Illinois
$6.95M
4
Ameriprise
4
Ameriprise
Minnesota
$28.1M
5
HA
5
Hays Advisory
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$902M 23,419,501 -1,410,072 -6%
Creative Planning
2
Creative Planning
Kansas
$612M 15,887,392 -58,713 -0.4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$355M 1,330,066 -7,365,623 -85%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$122M 3,168,896 +34,377 +1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$116M 3,000,321 +97,201 +3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$59.1M 1,535,266 +255,651 +20%
FEG
7
Fund Evaluation Group
Ohio
$57.7M 1,497,676 +24,131 +2%
US Bancorp
8
US Bancorp
Minnesota
$55.6M 1,444,860 +1,118,203 +342%
Charles Schwab
9
Charles Schwab
California
$48.9M 1,270,164 +81,014 +7%
BlackRock
10
BlackRock
New York
$32M 830,076 -106,873 -11%
AA
11
Alesco Advisors
New York
$29.3M 761,970 -40,823 -5%
Ameriprise
12
Ameriprise
Minnesota
$28.1M 729,809 -298,359 -29%
M&T Bank
13
M&T Bank
New York
$24M 623,909 +515 +0.1%
Wells Fargo
14
Wells Fargo
California
$18.8M 489,176 +286,944 +142%
I
15
INVST
Indiana
$18.6M 483,811 +141,075 +41%
MRC
16
Millburn Ridgefield Corp
New York
$17M 440,919 -21,948 -5%
CCA
17
Catalyst Capital Advisors
New York
$17M 440,919 -21,948 -5%
MGIA
18
Moneta Group Investment Advisors
Missouri
$15.4M 399,636 +22,024 +6%
WC
19
Whitnell & Co
Illinois
$13.1M 338,872 -12,242 -3%
FM
20
Foster & Motley
Ohio
$12.4M 321,037 +52,405 +20%
CC
21
Cypress Capital
Tennessee
$10.3M 266,937 +266,937 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$9.95M 258,459 +121,760 +89%
CNC
23
Citizens & Northern Corp
Pennsylvania
$9.44M 245,157 +245,157 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$9.27M 240,778 +7,241 +3%
RRC
25
Relaxing Retirement Coach
Massachusetts
$8.98M 233,351 +49 +0%
1
2 3 4 5