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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 %
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.83K – – –
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
RFM
253
Royal Fund Management
Florida
$3K – – –
WCM
254
Whitener Capital Management
North Carolina
$3K +$781 +50 +35%
CFD
255
Creative Financial Designs
Indiana
$2K -$7.55K -400 -79%
SIAS
256
Shine Investment Advisory Services
Colorado
$2K – – –
IWM
257
IHT Wealth Management
Illinois
$2K – – –
AIM
258
Advantage Investment Management
Iowa
$2K – – –
SPIA
259
Steward Partners Investment Advisory
New York
$2K – – –
ECM
260
Exchange Capital Management
Michigan
$2K +$1K +42 +100%
ML
261
McAdam LLC
Pennsylvania
$1K +$1K +52 New
DWM
262
Destination Wealth Management
California
$1K +$1K +70 New
SIM
263
Sonora Investment Management
Arizona
$612 – – –
GEA
264
Glen Eagle Advisors
New Jersey
$574 – – –
BWFA
265
Baltimore-Washington Financial Advisors
Maryland
– -$5.01M -240,820 Closed
ACM
266
Avalon Capital Management
California
– -$4.48M -215,236 Closed
MCIA
267
Mountain Capital Investment Advisors
Colorado
– -$4.04M -193,948 Closed
BC
268
Brinker Capital
Pennsylvania
– -$3.55M -170,540 Closed
FTS
269
Fifth Third Securities
Ohio
– -$2.58M -123,820 Closed
RRWA
270
Rainey & Randall Wealth Advisors
Florida
– -$2.04M -97,884 Closed
WP
271
WealthSource Partners
California
– -$1.43M -68,918 Closed
AP
272
Advisors Preferred
Maryland
– -$1.32M -63,544 Closed
BFG
273
Bouchey Financial Group
New York
– -$851K -40,908 Closed
FLPIM
274
F.L. Putnam Investment Management
Massachusetts
– -$651K -31,300 Closed
DSN
275
D. Scott Neal
Kentucky
– -$538K -25,852 Closed
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