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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.

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
1
PNC Financial Services Group
Pennsylvania
$325M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.27B
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$465M
4
Charles Schwab
4
Charles Schwab
California
$89.2M
5
US Bancorp
5
US Bancorp
Minnesota
$155M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$44.5M
2
M&T Bank
2
M&T Bank
New York
$0
3
Creative Planning
3
Creative Planning
Kansas
$630M
4
Ameriprise
4
Ameriprise
Minnesota
$27.9M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.27B 27,644,854 +1,431,799 +5%
Creative Planning
2
Creative Planning
Kansas
$630M 13,711,725 -431,130 -3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$465M 10,125,577 +1,227,866 +14%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$325M 7,077,497 +1,447,751 +26%
US Bancorp
5
US Bancorp
Minnesota
$155M 3,378,769 +309,767 +10%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$151M 3,276,218 +75,995 +2%
Charles Schwab
7
Charles Schwab
California
$89.2M 1,940,306 +355,385 +22%
MTC
8
Matrix Trust Company
Colorado
$49.1M 1,069,337 -47,559 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$44.5M 967,631 -7,765,545 -89%
MGIA
10
Moneta Group Investment Advisors
Missouri
$40.3M 876,849 +116,896 +15%
FEG
11
Fund Evaluation Group
Ohio
$39M 848,918 -50,365 -6%
AA
12
Alesco Advisors
New York
$36.3M 789,615 +4,788 +0.6%
Ameriprise
13
Ameriprise
Minnesota
$27.9M 607,664 -429,294 -41%
MRC
14
Millburn Ridgefield Corp
New York
$22.2M 482,891 +23,664 +5%
CCA
15
Catalyst Capital Advisors
New York
$22.2M 482,891 +23,664 +5%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$18.2M 396,650 -15,413 -4%
I
17
INVST
Indiana
$17.6M 383,916 -28,352 -7%
FM
18
Foster & Motley
Ohio
$17.6M 383,285 +9,291 +2%
PFG
19
Piershale Financial Group
Illinois
$16.2M 352,217 -78,499 -18%
WC
20
Whitnell & Co
Illinois
$15.2M 331,257 -4,518 -1%
Wells Fargo
21
Wells Fargo
California
$14.5M 316,573 +7,885 +3%
CNC
22
Citizens & Northern Corp
Pennsylvania
$12.8M 278,420 +10,159 +4%
UBS AM
23
UBS AM
Illinois
$11.4M 247,543 -67,100 -21%
RRC
24
Relaxing Retirement Coach
Massachusetts
$10.9M 236,899 -2,060 -0.9%
MFT
25
Moisand Fitzgerald Tamayo
Florida
$10.6M 231,144 -412 -0.2%
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