SCHH icon

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
1
Envestnet Asset Management
Illinois
$412M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.24B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$266M
4
MTC
4
Matrix Trust Company
Colorado
$52.7M
5
US Bancorp
5
US Bancorp
Minnesota
$145M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.53M
2
FEG
2
Fund Evaluation Group
Ohio
$42.4M
3
Creative Planning
3
Creative Planning
Kansas
$667M
4
ACM
4
Alpha Capital Management
Texas
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RRC
26
Relaxing Retirement Coach
Massachusetts
$11.3M -$105K -4,450 -0.9%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$10.9M +$11.2K +476 +0.1%
PC
28
Premise Capital
Illinois
$10.1M +$1.51M +64,076 +18%
NQWM
29
Northwest Quadrant Wealth Management
Oregon
$9.84M +$604K +25,142 +7%
JIP
30
JBJ Investment Partners
South Carolina
$9.76M -$1.71M -72,590 -15%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$9.68M +$799K +33,878 +9%
HSA
32
HBK Sorce Advisory
Pennsylvania
$9.46M +$289K +12,242 +3%
Wealthfront Advisers
33
Wealthfront Advisers
California
$9.37M -$83.7K -3,550 -0.9%
Morgan Stanley
34
Morgan Stanley
New York
$9.24M -$535K -22,668 -5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$9.13M +$5.61M +238,062 +160%
AG
36
Advisor Group
Arizona
$9.1M +$4.11M +174,072 +82%
CW
37
CreativeOne Wealth
Kansas
$9.1M +$117K +4,948 +1%
CC
38
Cypress Capital
Tennessee
$8.89M -$864K -36,648 -9%
BAMG
39
Brand Asset Management Group
Missouri
$8.83M -$319K -13,514 -3%
BWA
40
BlueSky Wealth Advisors
North Carolina
$8.79M -$44.8K -1,906 -0.5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$8.46M +$1.1M +46,562 +15%
EK
42
Evensky & Katz
Florida
$8.31M -$244K -10,356 -3%
WIC
43
Whitegate Investment Counselors
New Hampshire
$8.28M +$200K +8,494 +2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$8.22M -$417K -17,696 -5%
TI
45
Truepoint Inc
Ohio
$8.08M -$252K -10,686 -3%
OFG
46
Omega Financial Group
California
$7.94M +$1.35M +57,180 +20%
MI
47
Moneywise Inc
Virginia
$7.78M -$166K -7,024 -2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$7.66M -$5.53M -234,532 -42%
BSB
49
Bangor Savings Bank
Maine
$7.55M +$57.8K +2,450 +0.8%
JFG
50
JMG Financial Group
Illinois
$7.3M -$278K -11,766 -4%
1
2
3 4 5