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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 %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$2.62M -$1.1M -46,576 -30%
CWM
102
Centric Wealth Management
Illinois
$2.53M +$1.31M +56,480 +108%
AWM
103
Avior Wealth Management
Nebraska
$2.5M +$141K +5,978 +6%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$2.48M +$472K +19,990 +24%
SMC
105
Smith, Moore & Co
Missouri
$2.43M +$2.43M +102,834 New
PFC
106
Phocas Financial Corp
California
$2.41M -$2.3M – –
MML Investors Services
107
MML Investors Services
Massachusetts
$2.39M +$145K +6,154 +6%
PAG
108
Private Advisor Group
New Jersey
$2.3M +$279K +11,818 +14%
FF
109
Friedenthal Financial
New Jersey
$2.3M -$707 -30 -0%
AWM
110
Apollon Wealth Management
South Carolina
$2.27M +$196K +8,322 +9%
CPIG
111
Chicago Partners Investment Group
Illinois
$2.24M +$17.9K +744 +0.8%
SFPM
112
Sensible Financial Planning & Management
Massachusetts
$2.23M +$149K +6,336 +7%
FFN
113
Focus Financial Network
Minnesota
$2.2M -$247K -10,478 -10%
FSWA
114
Financial Synergies Wealth Advisors
Texas
$2.15M +$115K +4,892 +6%
3C
115
361 Capital
Colorado
$2.08M +$81K +3,434 +4%
Mariner
116
Mariner
Kansas
$2.08M +$531K +22,534 +34%
MWM
117
Mission Wealth Management
California
$2.07M +$81.6K +3,460 +4%
CIM
118
Cambria Investment Management
California
$2.04M -$90.5K -3,836 -4%
ASN
119
Advisory Services Network
Georgia
$1.93M – – –
SWM
120
SeaCrest Wealth Management
New York
$1.89M -$22.6K -956 -1%
SWRP
121
Summit Wealth & Retirement Planning
California
$1.86M +$4.53K +192 +0.2%
MAS
122
Managed Account Services
Florida
$1.85M +$64.6K +2,750 +4%
GBT
123
Grove Bank & Trust
Florida
$1.85M +$1.62M +68,908 +734%
TYCC
124
Texas Yale Capital Corp
Florida
$1.84M +$236 +10 +0%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$1.83M -$563K -23,876 -24%
3 4
5
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