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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 %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$118K +$59.7K +2,538 +102%
TL
277
TrueWealth LLC
Georgia
$107K -$27.3K -1,154 -20%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$101K +$94 +4 +0.1%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$101K +$40.5K +1,716 +67%
SWA
280
Sutton Wealth Advisors
Florida
$98.2K +$27.4K +1,160 +39%
TRCT
281
Tower Research Capital (TRC)
New York
$90K +$56.7K +2,388 +170%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$87K – – –
AIA
283
Armor Investment Advisors
North Carolina
$87K +$47 +2 +0.1%
FRA
284
Front Row Advisors
California
$86K -$10.7K -454 -11%
SA
285
SRH Advisors
Kansas
$70K +$237 +10 +0.3%
BBPWM
286
Blue Bell Private Wealth Management
Pennsylvania
$69K -$1.22K -52 -2%
GWA
287
Guidant Wealth Advisors
Illinois
$67K – – –
BFC
288
Bedel Financial Consulting
Indiana
$65K -$7.54K -318 -10%
TF
289
Tompkins Financial
New York
$63K -$276K -11,788 -81%
TWA
290
TCI Wealth Advisors
Arizona
$60K -$3.09K -132 -5%
BWA
291
Burt Wealth Advisors
Maryland
$59K – – –
NIC
292
Northwest Investment Counselors
Oregon
$59K +$59K +2,510 New
RCC
293
Red Cedar Capital
Nebraska
$56K +$379 +16 +0.7%
JPLA
294
Joseph P. Lucia & Associates
New York
$53K – – –
GWM
295
Geneos Wealth Management
Colorado
$53K – – –
PO
296
Private Ocean
California
$50K +$4.68K +198 +10%
AIC
297
Ameritas Investment Company
Nebraska
$49K +$49K +2,094 New
CMBA
298
C.M. Bidwell & Associates
Hawaii
$44K – – –
VNA
299
Valley National Advisers
Pennsylvania
$44K +$234 +10 +0.5%
FAAS
300
First Allied Advisory Services
California
$44K +$44K +1,846 New
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