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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 %
CDIA
301
Capital Directions Investment Advisors
Georgia
$41K -$8.59K -364 -17%
ADL
302
Asset Dedication LLC
California
$41K +$1.49K +62 +4%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$40K -$37.7K -1,592 -49%
APA
304
American Portfolios Advisors
New York
$38.1K -$1.75K -74 -4%
QAM
305
QCI Asset Management
New York
$38K – – –
AA
306
AlphaMark Advisors
Kentucky
$38K – – –
RFA
307
Reilly Financial Advisors
California
$35K -$6.24K -264 -15%
HNB
308
Huntington National Bank
Ohio
$35K – – –
HI
309
Hudock Inc
Pennsylvania
$33K +$33K +1,400 New
Citigroup
310
Citigroup
New York
$32K -$1.37K -58 -4%
LFG
311
LifePlan Financial Group
Ohio
$29K +$21.1K +894 +266%
Northern Trust
312
Northern Trust
Illinois
$29K +$29K +1,272 New
RCA
313
Rowland Carmichael Advisors
Arizona
$26K – – –
ACA
314
Aptus Capital Advisors
Alabama
$25K +$25K +1,076 New
OIA
315
Optimum Investment Advisors
Illinois
$24K -$4.21K -180 -15%
SIM
316
Sonora Investment Management
Arizona
$24K +$4.96K +214 +26%
TAIM
317
TD Ameritrade Investment Management
Nebraska
$23K +$23K +996 New
PB
318
Pinnacle Bancorp
Nebraska
$21K -$12.4K -530 -37%
TF
319
TimeScale Financial
Massachusetts
$21K – – –
GWMIA
320
Global Wealth Management Investment Advisory
Florida
$19K – – –
DOA
321
D'Orazio & Associates
Virginia
$19K +$19K +788 New
CIAS
322
Capital Investment Advisory Services
North Carolina
$18K – – –
CFG
323
Citizens Financial Group
Rhode Island
$17K +$4.83K +200 +40%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$16K – – –
VFA
325
Valeo Financial Advisors
Indiana
$16K +$9.89K +430 +162%
11 12
13
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