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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 %
BC
326
Barnett & Company
Tennessee
$15K – – –
WCG
327
Weaver Consulting Group
California
$15K – – –
CFGS
328
Concourse Financial Group Securities
Alabama
$14K -$7.36K -308 -34%
TIM
329
Tortoise Investment Management
New York
$14K – – –
LWM
330
Liberty Wealth Management
California
$14K +$14K +596 New
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
MSFP
332
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
JHCP
333
Jackson Hole Capital Partners
Oklahoma
$12K – – –
WP
334
WealthShield Partners
North Carolina
$11K – – –
GSWM
335
Golden State Wealth Management
California
$11K +$10.8K +466 +4,660%
CCMW
336
Cypress Capital Management (Wyoming)
Wyoming
$9K – – –
IRC
337
Investors Research Corp
Georgia
$9K +$9K +392 New
BEI
338
Benjamin Edwards Inc
Missouri
$7K -$325 -14 -4%
CAC
339
Certified Advisory Corp
Florida
$7K +$604 +24 +9%
HR
340
Howe & Rusling
New York
$7K +$7K +282 New
SFSG
341
Stearns Financial Services Group
North Carolina
$6K – – –
WCM
342
Whitener Capital Management
North Carolina
$6K +$219 +10 +4%
OAM
343
Oppenheimer Asset Management
New York
$6K +$3K +126 +100%
SWP
344
Strategic Wealth Partners
Ohio
$5.52K -$5.66K -240 -51%
SSB
345
Sandy Spring Bank
Maryland
$5K -$5K -200 -50%
HCM
346
Horrell Capital Management
Arkansas
$5K – – –
BC
347
Bartlett & Co
Ohio
$5K – – –
GWS
348
Glassman Wealth Services
Virginia
$5K – – –
PK
349
Pflug Koory
Nebraska
$5K – – –
HRC
350
Hoertkorn Richard Charles
$5K +$5K +200 New
12 13
14
15 16