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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 %
GT
201
Greenleaf Trust
Michigan
$537K -$27.9K -1,182 -5%
PHAM
202
Palisades Hudson Asset Management
Florida
$531K -$3.78K -160 -0.7%
AF
203
Advisornet Financial
Minnesota
$529K -$87.3K -3,700 -14%
AOWM
204
Alpha Omega Wealth Management
Virginia
$517K -$79.2K -3,430 -13%
BMO
205
Beck Mack & Oliver
New York
$507K – – –
MCM
206
MAI Capital Management
Ohio
$505K +$505K +21,400 New
PFM
207
Peak Financial Management
Massachusetts
$494K +$10.1K +430 +2%
PWP
208
Principle Wealth Partners
Connecticut
$491K – – –
SCA
209
Stuart Chaussee & Associates
California
$489K – – –
HAS
210
HBW Advisory Services
California
$481K +$481K +20,386 New
LNWWM
211
Laird Norton Wetherby Wealth Management
California
$469K +$469K +19,872 New
AA
212
Ancora Advisors
Ohio
$461K -$38.8K -1,644 -8%
KC
213
Kingfisher Capital
North Carolina
$461K +$10.3K +438 +2%
LJAC
214
L.J. Altfest & Co
New York
$460K -$12.7K -538 -3%
AMG
215
Asset Management Group
Connecticut
$450K +$3.02K +128 +0.7%
RMC
216
Regis Management Company
California
$437K -$524K -22,172 -55%
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$415K – – –
NSAM
218
North Star Asset Management
Wisconsin
$408K -$30.7K -1,300 -7%
BSW
219
Buckingham Strategic Wealth
Missouri
$406K +$29.4K +1,246 +8%
FNBT
220
FineMark National Bank & Trust
Florida
$405K +$20.7K +878 +5%
TC
221
TAP Consulting
Missouri
$397K +$397K +16,818 New
MWM
222
Merriman Wealth Management
Washington
$393K +$6.18K +262 +2%
VWA
223
VERITY Wealth Advisors
United States
$392K – – –
AWA
224
Acorn Wealth Advisors
Michigan
$389K -$5.41K -234 -1%
HCM
225
Hengehold Capital Management
Ohio
$389K +$2.88K +122 +0.7%
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