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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 %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$254K +$254K +10,752 New
CBFP
252
Cedar Brook Financial Partners
Ohio
$249K +$249K +10,570 New
RA
253
Rational Advisors
New York
$242K +$57.6K +2,444 +31%
PGAM
254
Princeton Global Asset Management
New Jersey
$232K +$72.5K +3,104 +45%
UAS
255
United Asset Strategies
New York
$230K +$2.97K +126 +1%
MWA
256
MFA Wealth Advisors
Pennsylvania
$223K -$26.6K -1,130 -11%
BTS
257
BB&T Securities
Virginia
$222K +$7.69K +326 +4%
AWS
258
AJ Wealth Strategies
New York
$218K – – –
EAM
259
Evanson Asset Management
California
$213K +$1.18K +50 +0.6%
IA
260
IFP Advisors
Florida
$211K +$211K +9,102 New
WOC
261
West Oak Capital
California
$209K +$35.8K +1,522 +21%
DAS
262
Dynamic Advisor Solutions
Arizona
$207K -$50.4K -2,136 -20%
CIA
263
Capital Investment Advisors
Georgia
$203K +$1.47K +62 +0.7%
MFG
264
MidWestOne Financial Group
Iowa
$202K -$646K -27,386 -76%
BAM
265
Barrett Asset Management
New York
$196K +$1.18K +50 +0.6%
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$177K +$38.2K +1,612 +27%
LF
267
Lee Financial
Texas
$172K -$2.6K -110 -1%
RBC
268
Roble Belko & Company
Pennsylvania
$172K +$6.86K +290 +4%
S
269
SignatureFD
Georgia
$172K +$142K +6,010 +467%
DP
270
Denver PWM
Colorado
$165K +$165K +7,050 New
PA
271
Parallel Advisors
California
$155K +$14.9K +632 +11%
WCM
272
Wealthcare Capital Management
Virginia
$142K +$47 +2 +0%
CIR
273
Clear Investment Research
Georgia
$128K – – –
MWP
274
MYCIO Wealth Partners
Pennsylvania
$120K – – –
LFG
275
Larson Financial Group
Missouri
$118K -$3.52K -150 -3%
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