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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 %
AAP
376
Arax Advisory Partners
Colorado
$1K +$1K +62 New
GEA
377
Glen Eagle Advisors
New Jersey
$708 – – –
KFS
378
Kelly Financial Services
Massachusetts
$285 +$285 +12 New
ACM
379
Alpha Capital Management
Texas
– -$5.81M -261,472 Closed
Jane Street
380
Jane Street
New York
– -$5.66M -254,912 Closed
MIS
381
Morningstar Investment Services
Illinois
– -$4.05M -182,390 Closed
FTS
382
Fifth Third Securities
Ohio
– -$1.69M -75,710 Closed
AWA
383
Alaska Wealth Advisors
Alaska
– -$666K -29,958 Closed
ACP
384
Aveo Capital Partners
Colorado
– -$553K -24,536 Closed
JIC
385
Johnson Investment Counsel
Ohio
– -$515K -23,246 Closed
PS
386
Portfolio Solutions
Michigan
– -$300K -13,482 Closed
MAFM
387
Mid Atlantic Financial Management
Pennsylvania
– -$297K -13,370 Closed
BPA
388
Beacon Pointe Advisors
California
– -$248K -11,148 Closed
CWP
389
Capital Wealth Planning
Florida
– -$240K -10,786 Closed
PFA
390
Pure Financial Advisors
California
– -$202K -9,084 Closed
EWM
391
Executive Wealth Management
Michigan
– -$67K -3,024 Closed
SHJ
392
Sharkey, Howes & Javer
Colorado
– -$51K -2,300 Closed
Simplex Trading
393
Simplex Trading
Illinois
– -$48K -2,200 Closed
FIA
394
FNY Investment Advisers
New York
– -$39K -1,782 Closed
VCM
395
Vigilant Capital Management
Maine
– -$36K -1,602 Closed
ONST
396
Old North State Trust
North Carolina
– -$34K -1,524 Closed
GT
397
Glenmede Trust
Pennsylvania
– -$33 -1,486 Closed
SBL
398
Sargent Bickham Lagudis
Colorado
– -$19K -872 Closed
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
– -$16K -736 Closed
CFA
400
Camarda Financial Advisors
Florida
– -$9K -410 Closed
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