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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$363M
2
CSIA
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$665M
2
FEG
Fund Evaluation Group
Ohio
$61.5M
3
WIC
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Cutler Group
California
$45K +$4.05K +198 +10%
AIA
227
Armor Investment Advisors
North Carolina
$44K -$4.41K -212 -9%
CDIA
228
Capital Directions Investment Advisors
Georgia
$44K +$9.42K +450 +27%
QAM
229
QCI Asset Management
New York
$43K +$9.44K +450 +28%
CMBA
230
C.M. Bidwell & Associates
Hawaii
$40K – – –
BFC
231
Bedel Financial Consulting
Indiana
$40K +$11.3K +574 +39%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$39K -$124 -6 -0.3%
SFSIG
233
San Francisco Sentry Investment Group
California
$36K -$27K -1,310 -43%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$35K – – –
AA
235
AlphaMark Advisors
Kentucky
$33K – – –
EWM
236
Elmwood Wealth Management
California
$32.6K -$209 -10 -0.6%
RFC
237
Regions Financial Corp
Alabama
$31K -$57.1K -2,714 -65%
RBC
238
Roble Belko & Company
Pennsylvania
$31K +$125 +6 +0.4%
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
S
240
SignatureFD
Georgia
$27K +$3.05K +148 +13%
RFM
241
Royal Fund Management
Florida
$26K +$22K +1,090 +545%
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$25K – – –
OIA
243
Optimum Investment Advisors
Illinois
$25K +$8.17K +388 +49%
MSA
244
Marino Stram & Associates
Massachusetts
$24K – – –
William Blair & Company
245
William Blair & Company
Illinois
$24K +$42 +2 +0.2%
SSB
246
Sandy Spring Bank
Maryland
$23K – – –
MWPCG
247
Measured Wealth Private Client Group
New Hampshire
$23K +$23K +1,110 New
APA
248
American Portfolios Advisors
New York
$22.8K +$167 +8 +0.7%
CAC
249
Certified Advisory Corp
Florida
$21K +$598 +28 +3%
SBL
250
Sargent Bickham Lagudis
Colorado
$16K -$95.4K -4,434 -86%
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