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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 %
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72K – – –
BCWM
352
Bartlett & Co Wealth Management
Ohio
$4.72K – – –
CG
353
Cutler Group
California
$4K -$76.8K -3,800 -95%
RFM
354
Royal Fund Management
Florida
$4K -$33K -1,650 -89%
EWM
355
Elmwood Wealth Management
California
$4K -$10.1K -400 -72%
TCOV
356
Trust Company of Vermont
Vermont
$4K – – –
KC
357
Knuff & Co
California
$4K – – –
MAM
358
Meeder Asset Management
Ohio
$4K +$4K +156 New
VCM
359
Versant Capital Management
Arizona
$4K +$3.48K +172 +662%
FWM
360
Focused Wealth Management
New York
$3K – – –
FANJ
361
Financial Architects (New Jersey)
New Jersey
$3K +$52 +2 +2%
CIM
362
Contravisory Investment Management
Massachusetts
$2K – – –
SCA
363
Strategic Capital Advisers
Colorado
$2K +$2K +78 New
WT
364
Whittier Trust
California
$2K +$2K +94 New
SWM
365
Selective Wealth Management
Virginia
$2K +$2K +104 New
SPIA
366
Steward Partners Investment Advisory
New York
$1K -$30.7K -1,352 -97%
IBOK
367
Independence Bank of Kentucky
Kentucky
$1K – – –
TFGT
368
TS Financial Group (TSFG)
Illinois
$1K – – –
AF
369
Allworth Financial
California
$1K – – –
FMP
370
Financial Management Professionals
Texas
$1K – – –
TFO
371
Tarbox Family Office
California
$1K – – –
LB
372
Legacy Bridge
Iowa
$1K – – –
FHA
373
Flagship Harbor Advisors
Massachusetts
$1K – – –
JFA
374
JNBA Financial Advisors
Minnesota
$1K +$1K +36 New
HDIM
375
Hanson & Doremus Investment Management
Vermont
$1K +$1K +40 New
13 14
15
16 17