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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
Financial Engines Advisors
California
$255M
3
HA
Hays Advisory
Tennessee
$12.6M
4
ACM
Avalon Capital Management
California
$11.3M
5
PC
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$687M
2
AG
Appleton Group
Wisconsin
$0
3
FEG
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
M&T Bank
New York
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
226
C.M. Bidwell & Associates
Hawaii
$40K – – –
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$40K +$2.75K +130 +7%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$36.2K +$11.2K +534 +45%
PA
229
Parallel Advisors
California
$36K -$9.59K -464 -21%
BC
230
Bartlett & Co
Ohio
$36K +$11.1K +534 +45%
CDIA
231
Capital Directions Investment Advisors
Georgia
$35K -$39.7K -1,876 -53%
Citigroup
232
Citigroup
New York
$35K -$9.47K -450 -21%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$35K – – –
AA
234
AlphaMark Advisors
Kentucky
$33K – – –
QAM
235
QCI Asset Management
New York
$33K – – –
EWM
236
Elmwood Wealth Management
California
$32.9K -$125 -6 -0.4%
RBC
237
Roble Belko & Company
Pennsylvania
$31K – – –
BFC
238
Bedel Financial Consulting
Indiana
$30K +$9.4K +456 +46%
CI
239
CX Institutional
Indiana
$29K +$29K +1,402 New
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$28K +$28K +1,332 New
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$25K +$25K +1,216 New
William Blair & Company
242
William Blair & Company
Illinois
$24K -$3.22K -152 -12%
MSA
243
Marino Stram & Associates
Massachusetts
$24K – – –
S
244
SignatureFD
Georgia
$24K +$24K +1,162 New
SSB
245
Sandy Spring Bank
Maryland
$23K -$3.56K -170 -13%
APA
246
American Portfolios Advisors
New York
$22.7K +$627 +30 +3%
WWM
247
Wagner Wealth Management
South Carolina
$21K +$9.53K +460 +83%
CAC
248
Certified Advisory Corp
Florida
$20K +$586 +28 +3%
OIA
249
Optimum Investment Advisors
Illinois
$17K -$12.8K -600 -43%
PG
250
Patten Group
Tennessee
$15K +$765 +36 +5%
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