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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
+$108M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79.1M
3
Creative Planning
Creative Planning
Kansas
+$25.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$15.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.75M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
-$24.6M
2
VCM
Vigilant Capital Management
Maine
-$12.9M
3
UBS AM
UBS AM
Illinois
-$4.38M
4
TCM
Tradewinds Capital Management
Washington
-$4.21M
5
PMG
ProVise Management Group
Florida
-$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
251
Wagner Wealth Management
South Carolina
$7K +$7K +364 New
VIA
252
Vantage Investment Advisors
Pennsylvania
$5K – – –
PK
253
Pflug Koory
Nebraska
$5K – – –
HCM
254
Horrell Capital Management
Arkansas
$5K +$5K +220 New
TCOV
255
Trust Company of Vermont
Vermont
$5K +$5K +220 New
SPI
256
Santori & Peters Inc
Pennsylvania
$5K +$5K +284 New
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.16K +$4.16K +200 New
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$4K -$4.05K -178 -50%
RFM
259
Royal Fund Management
Florida
$4K – – –
AIM
260
Advantage Investment Management
Iowa
$2K – – –
IWM
261
IHT Wealth Management
Illinois
$2K – – –
SIAS
262
Shine Investment Advisory Services
Colorado
$2K – – –
SPIA
263
Steward Partners Investment Advisory
New York
$2K – – –
SFG
264
SevenBridge Financial Group
Pennsylvania
$2K +$2K +90 New
WCM
265
Whitener Capital Management
North Carolina
$2K +$2K +142 New
RFA
266
Reilly Financial Advisors
California
$1K – – –
ECM
267
Exchange Capital Management
Michigan
$1K +$48 +2 +5%
CTC
268
Central Trust Company
Missouri
$1K +$1K +50 New
SIM
269
Sonora Investment Management
Arizona
$666 -$12.3K -592 -95%
GEA
270
Glen Eagle Advisors
New Jersey
$624 +$624 +30 New
PFG
271
Piershale Financial Group
Illinois
– -$24.6M -1,195,498 Closed
PMG
272
ProVise Management Group
Florida
– -$3.15M -153,206 Closed
CCM
273
CWH Capital Management
Washington
– -$2.64M -128,256 Closed
PFA
274
Pinnacle Family Advisors
Missouri
– -$1.59M -77,318 Closed
TAT
275
TD Ameritrade Trust
Colorado
– -$1.01M -49,896 Closed
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