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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.

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
1
PNC Financial Services Group
Pennsylvania
$200M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.11B
3
US Bancorp
3
US Bancorp
Minnesota
$106M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$18M
5
MTC
5
Matrix Trust Company
Colorado
$9.45M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$36.8M
2
Creative Planning
2
Creative Planning
Kansas
$651M
3
UBS AM
3
UBS AM
Illinois
$10.9M
4
Ameriprise
4
Ameriprise
Minnesota
$38.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.11B 24,972,709 +702,848 +3%
Creative Planning
2
Creative Planning
Kansas
$651M 14,653,535 -731,803 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$397M 8,942,316 -76,122 -0.8%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$200M 4,507,699 +2,155,335 +92%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$142M 3,190,378 +12,012 +0.4%
US Bancorp
6
US Bancorp
Minnesota
$106M 2,378,038 +557,736 +31%
Charles Schwab
7
Charles Schwab
California
$68.2M 1,534,581 +139,900 +10%
FEG
8
Fund Evaluation Group
Ohio
$66.2M 1,489,425 +12,262 +0.8%
Ameriprise
9
Ameriprise
Minnesota
$38.4M 864,695 -128,997 -13%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$36.8M 834,556 -2,447,138 -75%
AA
11
Alesco Advisors
New York
$33.3M 749,248 -10,867 -1%
M&T Bank
12
M&T Bank
New York
$26.4M 593,213 -22,431 -4%
MGIA
13
Moneta Group Investment Advisors
Missouri
$22.9M 514,514 +107,537 +26%
CCA
14
Catalyst Capital Advisors
New York
$20.6M 462,650 +22,592 +5%
MRC
15
Millburn Ridgefield Corp
New York
$20.6M 462,650 +22,592 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$20.5M 461,256 -99,311 -18%
I
17
INVST
Indiana
$18.9M 426,852 -31,999 -7%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$18M 406,032 +372,443 +1,109%
PFG
19
Piershale Financial Group
Illinois
$16.4M 369,599 +210,026 +132%
FM
20
Foster & Motley
Ohio
$16.1M 363,125 +17,962 +5%
WC
21
Whitnell & Co
Illinois
$15M 336,593 -1,035 -0.3%
Wells Fargo
22
Wells Fargo
California
$14.3M 321,292 -85,517 -21%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$12.4M 279,666 +32,731 +13%
CNC
24
Citizens & Northern Corp
Pennsylvania
$12.3M 275,722 +286 +0.1%
UBS AM
25
UBS AM
Illinois
$10.9M 244,643 -153,400 -39%
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