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Schwab US REIT ETF
SCHH

Overview Fund Activity

382 hedge funds and large institutions have $4.4B invested in Schwab US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+16
Holders Change %
+4.37%
% of All Funds
8.39%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.64%
New
49
Increased
149
Reduced
121
Closed
32
Calls
$2.91M
Puts
$1.63M
Net Calls
+$1.29M
Net Calls Change
+$1.62M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$412M
2
CSIA
Charles Schwab Investment Advisory
California
$1.24B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$266M
4
MTC
Matrix Trust Company
Colorado
$52.7M
5
US Bancorp
US Bancorp
Minnesota
$145M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53M
2
FEG
Fund Evaluation Group
Ohio
$42.4M
3
Creative Planning
Creative Planning
Kansas
$667M
4
ACM
Alpha Capital Management
Texas
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
226
Pinnacle Family Advisors
Missouri
$388K +$63.4K +2,690 +20%
SC
227
Slow Capital
California
$377K -$50.4K -2,134 -12%
FWCM
228
Ferguson Wellman Capital Management
Oregon
$364K -$36.1K -1,530 -9%
SAM
229
SignalPoint Asset Management
Missouri
$359K +$359K +15,232 New
IB
230
Intrust Bank
Kansas
$356K +$356K +15,104 New
SFA
231
Sequoia Financial Advisors
Ohio
$355K +$67.2K +2,854 +23%
BRWA
232
B. Riley Wealth Advisors
Florida
$352K +$6.19K +262 +2%
CAMG
233
CWA Asset Management Group
Florida
$351K +$7.13K +302 +2%
NFG
234
Next Financial Group
Texas
$345K -$63.7K -2,698 -16%
BIM
235
Bridges Investment Management
Nebraska
$337K – – –
CI
236
CX Institutional
Indiana
$323K +$10.6K +448 +3%
LWAC
237
Laurel Wealth Advisors (California)
California
$322K -$64.9K -2,750 -17%
Nomura Asset Management
238
Nomura Asset Management
Japan
$321K – – –
EGWAG
239
Elwood & Goetz Wealth Advisory Group
Georgia
$319K -$25K -1,058 -7%
NDSI
240
Newman Dignan & Sheerar Inc
Rhode Island
$314K +$15.9K +676 +5%
FVWA
241
Foster Victor Wealth Advisors
South Carolina
$309K -$6.17K -262 -2%
KWM
242
Kingsview Wealth Management
Oregon
$305K +$26.2K +1,110 +9%
GLA
243
Great Lakes Advisors
Illinois
$302K +$302K +12,800 New
WAM
244
Wakefield Asset Management
Colorado
$297K -$2.26K -96 -0.8%
HA
245
Harborview Advisors
Maine
$296K +$19.7K +836 +7%
Brown Advisory
246
Brown Advisory
Maryland
$289K +$35.8K +1,516 +14%
SPC
247
Sigma Planning Corp
Michigan
$288K -$24K -1,016 -8%
SFS
248
Sowell Financial Services
Arkansas
$288K +$288K +12,190 New
PIM
249
Penobscot Investment Management
Massachusetts
$265K – – –
BFM
250
Broadview Financial Management
Wisconsin
$260K -$3.3K -140 -1%
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