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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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.24B 26,213,055 +1,240,346 +5%
Creative Planning
2
Creative Planning
Kansas
$667M 14,142,855 -510,680 -3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$420M 8,897,711 -44,605 -0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$412M 8,733,176 +8,271,920 +1,793%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$266M 5,629,746 +1,122,047 +25%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$151M 3,200,223 +9,845 +0.3%
US Bancorp
7
US Bancorp
Minnesota
$145M 3,069,002 +690,964 +29%
Charles Schwab
8
Charles Schwab
California
$74.8M 1,584,921 +50,340 +3%
MTC
9
Matrix Trust Company
Colorado
$52.7M 1,116,896 +904,253 +425%
Ameriprise
10
Ameriprise
Minnesota
$48.9M 1,036,958 +172,263 +20%
FEG
11
Fund Evaluation Group
Ohio
$42.4M 899,283 -590,142 -40%
AA
12
Alesco Advisors
New York
$37M 784,827 +35,579 +5%
MGIA
13
Moneta Group Investment Advisors
Missouri
$35.8M 759,953 +245,439 +48%
M&T Bank
14
M&T Bank
New York
$26.6M 563,714 -29,499 -5%
CCA
15
Catalyst Capital Advisors
New York
$21.7M 459,227 -3,423 -0.7%
MRC
16
Millburn Ridgefield Corp
New York
$21.7M 459,227 -3,423 -0.7%
PFG
17
Piershale Financial Group
Illinois
$20.3M 430,716 +61,117 +17%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$19.4M 412,063 +6,031 +1%
I
19
INVST
Indiana
$19.2M 412,268 -14,584 -3%
FM
20
Foster & Motley
Ohio
$17.6M 373,994 +10,869 +3%
WC
21
Whitnell & Co
Illinois
$15.8M 335,775 -818 -0.2%
UBS AM
22
UBS AM
Illinois
$14.8M 314,643 +70,000 +29%
Wells Fargo
23
Wells Fargo
California
$14.6M 308,688 -12,604 -4%
CNC
24
Citizens & Northern Corp
Pennsylvania
$12.7M 268,261 -7,461 -3%
IG
25
ING Group
Netherlands
$11.7M 247,400 +247,400 New
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