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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 %
LFA
126
Landmark Financial Advisors
Kentucky
$1.78M -$1.14M -48,256 -39%
William Blair & Company
127
William Blair & Company
Illinois
$1.68M -$41.5K -1,758 -2%
MF
128
Manchester Financial
California
$1.65M +$1.65M +70,092 New
FCIM
129
Fairview Capital Investment Management
California
$1.63M +$17.7K +750 +1%
MAS
130
Madden Advisory Services
Florida
$1.62M -$438K -18,582 -21%
BAM
131
Berkshire Asset Management
Pennsylvania
$1.61M – – –
PAG
132
Pinnacle Advisory Group
Maryland
$1.59M +$17.4K +738 +1%
SFWC
133
Strategic Family Wealth Counselors
New Jersey
$1.59M -$14.3K -608 -0.9%
FA
134
Fiducient Advisors
Illinois
$1.56M -$63K -2,670 -4%
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$1.53M -$37.8M -1,604,368 -96%
UCFA
136
United Capital Financial Advisors
Texas
$1.49M -$10.1K -428 -0.7%
CCA
137
Cobblestone Capital Advisors
New York
$1.47M +$17.7K +750 +1%
CS
138
Comerica Securities
Michigan
$1.45M +$1.45M +61,212 New
RCA
139
Reitz Capital Advisors
Michigan
$1.36M -$66K -2,798 -5%
PPA
140
Parametric Portfolio Associates
Washington
$1.36M +$1.79K +76 +0.1%
AWM
141
AE Wealth Management
Kansas
$1.36M -$296K -12,542 -18%
TAM
142
Trillium Asset Management
Massachusetts
$1.36M – – –
UBS Group
143
UBS Group
Switzerland
$1.35M -$37.7K -1,598 -3%
SCA
144
Stokes Capital Advisors
South Carolina
$1.34M +$105K +4,436 +8%
CFMC
145
Curbstone Financial Management Corp
New Hampshire
$1.32M -$28.3K -1,200 -2%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$1.31M -$33.4K -1,418 -2%
CA
147
Cambridge Advisors
Nebraska
$1.31M +$61.4K +2,606 +5%
VCP
148
Vista Capital Partners
Oregon
$1.29M -$5.33K -226 -0.4%
EHPM
149
Emery Howard Portfolio Management
California
$1.28M +$23.2K +982 +2%
ACA
150
Atlas Capital Advisors
Wyoming
$1.26M +$162K +6,872 +15%
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