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.

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
1
Financial Engines Advisors
California
$401M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.08B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$105M
4
US Bancorp
4
US Bancorp
Minnesota
$80.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.89M
2
Creative Planning
2
Creative Planning
Kansas
$684M
3
QI
3
QS Investors
New York
$2.76M
4
FMP
4
Financial Management Professionals
Texas
$1K
5
LPL Financial
5
LPL Financial
California
$4.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.08B 24,269,861 +850,360 +4%
Creative Planning
2
Creative Planning
Kansas
$684M 15,385,338 -502,054 -3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$401M 9,018,438 +7,688,372 +578%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$146M 3,281,694 +281,373 +9%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$141M 3,178,366 +9,470 +0.3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$105M 2,352,364 +817,098 +53%
US Bancorp
7
US Bancorp
Minnesota
$80.9M 1,820,302 +375,442 +26%
FEG
8
Fund Evaluation Group
Ohio
$65.6M 1,477,163 -20,513 -1%
Charles Schwab
9
Charles Schwab
California
$62M 1,394,681 +124,517 +10%
Ameriprise
10
Ameriprise
Minnesota
$44.2M 993,692 +263,883 +36%
AA
11
Alesco Advisors
New York
$33.8M 760,115 -1,855 -0.2%
M&T Bank
12
M&T Bank
New York
$27.4M 615,644 -8,265 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$24.9M 560,567 +302,108 +117%
I
14
INVST
Indiana
$20.4M 458,851 -24,960 -5%
CCA
15
Catalyst Capital Advisors
New York
$19.6M 440,058 -861 -0.2%
MRC
16
Millburn Ridgefield Corp
New York
$19.6M 440,058 -861 -0.2%
MGIA
17
Moneta Group Investment Advisors
Missouri
$18.1M 406,977 +7,341 +2%
Wells Fargo
18
Wells Fargo
California
$18.1M 406,809 -82,367 -17%
UBS AM
19
UBS AM
Illinois
$17.7M 398,043 +217,494 +120%
FM
20
Foster & Motley
Ohio
$15.3M 345,163 +24,126 +8%
WC
21
Whitnell & Co
Illinois
$15M 337,628 -1,244 -0.4%
PC
22
Premise Capital
Illinois
$12.5M 281,303 +211,654 +304%
CNC
23
Citizens & Northern Corp
Pennsylvania
$12.2M 275,436 +30,279 +12%
CC
24
Cypress Capital
Tennessee
$11.5M 258,123 -8,814 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$11M 246,935 +6,157 +3%
1
2 3 4 5