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Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
226
Phocas Financial Corp
California
$1K -$1.32M -63,866 Closed
RFA
227
Reilly Financial Advisors
California
$1K – – –
ADL
228
Asset Dedication LLC
California
$1K – – –
PG
229
Patten Group
Tennessee
$1K – – –
ECM
230
Exchange Capital Management
Michigan
$1K +$1K +40 New
ACM
231
Avalon Capital Management
California
– -$5.9M -286,230 Closed
AFS
232
Access Financial Services
Minnesota
– -$2.11M -102,192 Closed
LCC
233
Lincoln Capital Corp
Rhode Island
– -$1.47M -71,148 Closed
Allianz Asset Management
234
Allianz Asset Management
Germany
– -$1.24M -60,000 Closed
GT
235
Glenmede Trust
Pennsylvania
– -$377K -18,504 Closed
GC
236
Gratus Capital
Georgia
– -$334K -16,214 Closed
Wolverine Trading
237
Wolverine Trading
Illinois
– -$307K -14,872 Closed
CWP
238
Capital Wealth Planning
Florida
– -$258K -12,514 Closed
B
239
Bridgeworth
Alabama
– -$243K -11,960 Closed
CG
240
Cutler Group
California
– -$87K -4,256 Closed
AF
241
Allworth Financial
California
– -$62K -2,996 Closed
DADC
242
D.A. Davidson & Co
Montana
– -$32K -1,600 Closed
BC
243
Barnett & Company
Tennessee
– -$23K -1,140 Closed
SF
244
Synovus Financial
Georgia
– -$18K -842 Closed
HFM
245
Hartford Financial Management
Connecticut
– -$14K -710 Closed
FA
246
Fortis Advisors
Pennsylvania
– -$8K -350 Closed
ACM
247
AlphaStar Capital Management
North Carolina
– -$6K -302 Closed
GBBWRPM
248
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$4K -224 Closed
HCM
249
Horrell Capital Management
Arkansas
– -$5K -220 Closed
SSB
250
Sandy Spring Bank
Maryland
– -$3K -160 Closed
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10
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