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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.

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 %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$7.22M +$5.97M +252,940 +476%
GSIS
52
Global Strategic Investment Solutions
Arizona
$6.72M +$144K +6,090 +2%
GAM
53
Gemmer Asset Management
California
$6.64M +$372K +15,792 +6%
KF
54
Krilogy Financial
Missouri
$6.64M +$153K +6,484 +2%
PRS
55
Pinkerton Retirement Specialists
Idaho
$6.44M +$1.02M +43,176 +19%
FHB
56
First Hawaiian Bank
Hawaii
$6.4M – – –
DSA
57
Droms Strauss Advisors
Missouri
$6.31M -$157K -6,650 -2%
CMP
58
Courage Miller Partners
Virginia
$6.16M -$44.5K -1,888 -0.7%
Bank of America
59
Bank of America
North Carolina
$6.01M -$243K -10,282 -4%
TWM
60
Tanglewood Wealth Management
Texas
$5.98M +$71.5K +3,032 +1%
LA
61
LVW Advisors
New York
$5.86M +$357K +15,138 +6%
SC
62
Stratford Consulting
Texas
$5.51M +$33K +1,398 +0.6%
ACM
63
Armbruster Capital Management
New York
$5.18M +$908K +38,480 +21%
GM
64
GeoWealth Management
Illinois
$5.09M +$5.09M +215,752 New
FMT
65
First Mercantile Trust
Tennessee
$5.04M +$376K +15,936 +8%
PCIA
66
Prime Capital Investment Advisors
Kansas
$4.85M -$1.4M -59,560 -22%
BCI
67
Brinker Capital Investments
Pennsylvania
$4.72M – – –
BFPW
68
BOK Financial Private Wealth
Colorado
$4.7M +$27.1K +1,148 +0.6%
AIA
69
Arcadia Investment Advisors
Idaho
$4.48M +$1.84K +78 +0%
HighTower Advisors
70
HighTower Advisors
Illinois
$4.28M +$1.34M +57,284 +46%
VV
71
Valentine Ventures
Oregon
$4.15M +$4.15M +175,806 New
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$4.14M +$251K +10,650 +6%
LPL Financial
73
LPL Financial
California
$4.12M -$340K -14,416 -8%
GIA
74
Gladstone Institutional Advisory
Florida
$4.01M +$87.8K +3,722 +2%
MIM
75
Morningstar Investment Management
Illinois
$3.99M +$94.6K +4,014 +2%
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