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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 %
RW
176
REDW Wealth
New Mexico
$779K +$81.4K +3,452 +12%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$778K +$68.4K +2,902 +10%
BIA
178
Bigelow Investment Advisors
Maine
$776K +$228K +9,674 +42%
HWMG
179
Hurlow Wealth Management Group
Indiana
$752K -$121K -5,126 -14%
3AM
180
3D Asset Management
Connecticut
$724K -$15.4K -652 -2%
MIAN
181
Mariner Independent Advisor Network
Kansas
$712K -$47.9K -2,050 -6%
PA
182
PFG Advisors
Arizona
$710K +$39.4K +1,678 +6%
RJA
183
Raymond James & Associates
Florida
$664K -$231K -9,810 -26%
State Street
184
State Street
Massachusetts
$652K +$41.4K +1,756 +7%
PWA
185
Providence Wealth Advisors
Illinois
$651K +$651K +27,590 New
GI
186
Gradient Investments
Minnesota
$647K -$236 -10 -0%
ACG
187
Allen Capital Group
Nebraska
$646K -$2.31M -98,476 -78%
PMG
188
ProVise Management Group
Florida
$646K -$2.07M -87,812 -76%
KM
189
Kalos Management
Georgia
$645K -$561K -24,302 -47%
TFS
190
TrustCore Financial Services
Tennessee
$633K +$151K +6,384 +31%
SS
191
Simplicity Solutions
Minnesota
$620K +$55.3K +2,344 +10%
JC
192
Jentner Corp
Ohio
$616K -$10.8K -458 -2%
BAM
193
Baldrige Asset Management
Pennsylvania
$609K +$6.46K +274 +1%
SWM
194
SigFig Wealth Management
California
$601K +$39.7K +1,682 +7%
H
195
HoyleCohen
California
$598K +$57.1K +2,418 +11%
EWM
196
Empirical Wealth Management
Washington
$591K +$591K +25,050 New
OCM
197
One Capital Management
California
$581K +$99.5K +4,220 +21%
B
198
Bridgeworth
Alabama
$572K +$27.8K +1,180 +5%
FA
199
FC Advisory
Pennsylvania
$563K +$9.46K +400 +2%
LCM
200
Liberty Capital Management
Michigan
$559K +$9.44K +400 +2%
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