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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 %
CST
76
Charles Schwab Trust
Nevada
$3.96M +$3.96M +169,464 New
BWM
77
BerganKDV Wealth Management
Minnesota
$3.9M -$54.1K -2,292 -1%
Goldman Sachs
78
Goldman Sachs
New York
$3.77M +$3.77M +159,646 New
IFA
79
Interactive Financial Advisors
Illinois
$3.74M +$785K +33,298 +27%
FAIM
80
Financial Advocates Investment Management
Washington
$3.73M +$670K +28,430 +22%
QAM
81
Q3 Asset Management
Michigan
$3.54M +$3.54M +150,066 New
AP
82
Appleton Partners
Massachusetts
$3.52M +$16.4K +694 +0.5%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$3.48M -$754K -31,964 -18%
FI
84
FormulaFolio Investments
Michigan
$3.43M -$2.12K -90 -0.1%
OIA
85
OneDigital Investment Advisors
Kansas
$3.41M +$1.71M +72,496 +101%
AIP
86
Almanack Investment Partners
Pennsylvania
$3.33M +$3.33M +141,310 New
JPG
87
Jordan Park Group
California
$3.29M +$5.85K +248 +0.2%
SP
88
SWS Partners
Ohio
$3.14M +$286K +12,226 +10%
PIMG
89
Patriot Investment Management Group
Tennessee
$3.12M +$68.8K +2,922 +2%
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.11M +$42.8K +1,814 +1%
SWA
91
Stratos Wealth Advisors
Ohio
$2.97M -$265K -11,254 -8%
SB
92
Suntrust Banks
Georgia
$2.89M +$1.62M +68,640 +127%
HT
93
HAP Trading
New York
$2.89M +$1.7M +72,068 +143%
GC
94
Garde Capital
Washington
$2.83M -$73.6K -3,122 -3%
QI
95
QS Investors
New York
$2.82M -$58.7K -2,488 -2%
RC
96
Roundview Capital
New Jersey
$2.78M +$15.6K +660 +0.6%
CFA
97
Cahill Financial Advisors
Minnesota
$2.76M +$17.5K +742 +0.6%
AA
98
Advisory Alpha
Michigan
$2.72M -$238K -10,078 -8%
GCA
99
Gradient Capital Advisors
California
$2.7M -$12.1K -514 -0.4%
WWM
100
WT Wealth Management
Arizona
$2.62M +$2.62M +111,156 New
2 3
4
5 6