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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 %
AI
151
Atria Investments
North Carolina
$1.24M -$65.9K -2,794 -5%
AL
152
Aspiriant LLC
California
$1.08M – – –
TCM
153
Tradewinds Capital Management
Washington
$1.06M -$5.37M -227,634 -84%
EA
154
Efficient Advisors
Ohio
$1.06M -$383K -16,230 -27%
BlackRock
155
BlackRock
New York
$1.05M -$298K -12,640 -22%
RF
156
RHS Financial
California
$1.05M -$834K -35,366 -44%
MAM
157
Marquette Asset Management
Minnesota
$1.04M – – –
BDF
158
Black Diamond Financial
Maryland
$1.02M +$91.4K +3,876 +10%
HWA
159
HHM Wealth Advisors
Tennessee
$1.01M -$123K -5,220 -11%
MIAS
160
Mason Investment Advisory Services
Virginia
$994K – – –
Stifel Financial
161
Stifel Financial
Missouri
$981K +$295K +12,518 +43%
SC
162
Schoolcraft Capital
Colorado
$959K -$14K -592 -1%
TC
163
TownSquare Capital
Utah
$952K +$333K +14,372 +54%
DBRC
164
D.B. Root & Company
Pennsylvania
$949K +$156K +6,598 +20%
CA
165
Cetera Advisors
Colorado
$939K +$64.9K +2,760 +7%
ACM
166
Avalon Capital Management
California
$935K -$774K -32,842 -45%
Citadel Advisors
167
Citadel Advisors
Florida
$884K +$627K +26,592 +244%
SBH
168
Segall Bryant & Hamill
Illinois
$879K -$4.38K -186 -0.5%
A
169
AdvicePeriod
California
$864K -$14.4K -610 -2%
IA
170
IFG Advisors
Missouri
$856K +$856K +36,276 New
BL
171
BFSG LLC
California
$841K -$18.2K -772 -2%
Betterment LLC
172
Betterment LLC
New York
$835K – – –
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$834K +$834K +35,378 New
B
174
Bailard
California
$792K -$2.83K -120 -0.4%
MCM
175
Mainstay Capital Management
Michigan
$779K -$49.3K -2,090 -6%
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7
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