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Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
VCM
Vigilant Capital Management
Maine
$15K
3
UBS AM
UBS AM
Illinois
$4.61M
4
TCM
Tradewinds Capital Management
Washington
$1.36M
5
PMG
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$35K -$5.72K -276 -14%
AA
227
AlphaMark Advisors
Kentucky
$33K – – –
CG
228
Cutler Group
California
$33K +$33K +1,600 New
RBC
229
Roble Belko & Company
Pennsylvania
$29K +$83 +4 +0.3%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$28K +$2.95K +140 +12%
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K -$24.1K -1,148 -48%
PMFA
232
Plante Moran Financial Advisors
Michigan
$26K +$26K +1,238 New
BC
233
Bartlett & Co
Ohio
$25K – – –
PWM
234
Perigon Wealth Management
California
$24K -$381K -18,612 -94%
MSA
235
Marino Stram & Associates
Massachusetts
$24K +$24K +1,134 New
ADL
236
Asset Dedication LLC
California
$20K +$19.2K +926 +2,437%
CAC
237
Certified Advisory Corp
Florida
$19K +$19K +38,430 New
AWM
238
AllSquare Wealth Management
New York
$16K – – –
VCM
239
Vigilant Capital Management
Maine
$15K -$12.9M -617,218 -100%
PG
240
Patten Group
Tennessee
$15K +$14K +666 +1,448%
GRP
241
Global Retirement Partners
California
$12K +$997 +48 +9%
TFS
242
TrustCore Financial Services
Tennessee
$12K +$12K +564 New
CCMW
243
Cypress Capital Management (Wyoming)
Wyoming
$12K +$12K +600 New
CFD
244
Creative Financial Designs
Indiana
$11K -$16.6K -762 -60%
VFA
245
Valeo Financial Advisors
Indiana
$11K +$11K +512 New
FAAS
246
First Allied Advisory Services
California
$11K +$11K +534 New
LNB
247
Ledyard National Bank
$10K – – –
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$9K +$9K +438 New
WTC
249
WhitTier Trust Company
Nevada
$8K – – –
TIM
250
Tortoise Investment Management
New York
$8K – – –
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