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Schwab US REIT ETF
SCHH

Overview Fund Activity

269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
32
Increased
127
Reduced
73
Closed
38
Calls
$643K
Puts
$390K
Net Calls
+$253K
Net Calls Change
+$377K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.4M
3
Charles Schwab
Charles Schwab
California
+$14.5M
4
UBS AM
UBS AM
Illinois
+$12.2M
5
FEG
Fund Evaluation Group
Ohio
+$10.1M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$30M
2
QI
QS Investors
New York
-$14.3M
3
MWA
MFA Wealth Advisors
Pennsylvania
-$5.16M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$5.01M
5
LYV
Live Your Vision
Pennsylvania
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
226
Bedel Financial Consulting
Indiana
$19K +$19K +1,000 New
CAC
227
Certified Advisory Corp
Florida
$17K -$687K -37,502 -98%
FANJ
228
Financial Architects (New Jersey)
New Jersey
$13K -$28.2K -1,470 -68%
PWM
229
Perigon Wealth Management
California
$13K -$8.64K -468 -40%
PG
230
Patten Group
Tennessee
$13K -$815 -42 -6%
VCM
231
Vigilant Capital Management
Maine
$12K -$1.94K -100 -14%
CCMW
232
Cypress Capital Management (Wyoming)
Wyoming
$11K – – –
TFS
233
TrustCore Financial Services
Tennessee
$11K – – –
WWM
234
Wagner Wealth Management
South Carolina
$11K +$3.77K +190 +52%
MSFP
235
Mark Sheptoff Financial Planning
Connecticut
$10K -$70.3K -3,852 -88%
GRP
236
Global Retirement Partners
California
$10K -$906 -48 -8%
RA
237
Rational Advisors
New York
$10K +$10K +504 New
APP
238
Avantax Planning Partners
Iowa
$9K -$558K -28,016 -98%
WTC
239
WhitTier Trust Company
Nevada
$8K – – –
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$8K – – –
ADL
241
Asset Dedication LLC
California
$7K -$14.4K -648 -67%
KFA
242
Kabarec Financial Advisors
Illinois
$7K +$7K +368 New
RFC
243
Regions Financial Corp
Alabama
$6K -$50K -2,752 -89%
VFA
244
Valeo Financial Advisors
Indiana
$6K -$4.04K -206 -40%
VIA
245
Vantage Investment Advisors
Pennsylvania
$5K +$41 +2 +0.8%
SWPG
246
Strategic Wealth Partners Group
Illinois
$4.98K +$4.98K +260 New
HCM
247
Horrell Capital Management
Arkansas
$4K – – –
PK
248
Pflug Koory
Nebraska
$4K – – –
TCOV
249
Trust Company of Vermont
Vermont
$4K – – –
GWS
250
Glassman Wealth Services
Virginia
$4K +$4K +200 New
8 9
10
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