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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 %
CFC
251
Coyle Financial Counsel
Illinois
$15K +$15K +708 New
PMFA
252
Plante Moran Financial Advisors
Michigan
$15K +$15K +726 New
CCMW
253
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
VCM
254
Vigilant Capital Management
Maine
$12K -$1.29K -60 -10%
TFS
255
TrustCore Financial Services
Tennessee
$12K – – –
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$12K +$2.91K +140 +32%
AA
257
Apriem Advisors
California
$12K +$12K +556 New
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
HDIM
259
Hanson & Doremus Investment Management
Vermont
$9K +$9K +440 New
KFA
260
Kabarec Financial Advisors
Illinois
$8K – – –
ADL
261
Asset Dedication LLC
California
$8K +$651 +28 +9%
VFA
262
Valeo Financial Advisors
Indiana
$6K -$375 -18 -6%
PK
263
Pflug Koory
Nebraska
$5K – – –
VIA
264
Vantage Investment Advisors
Pennsylvania
$5K – – –
HCM
265
Horrell Capital Management
Arkansas
$5K – – –
TCOV
266
Trust Company of Vermont
Vermont
$5K – – –
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.18K – – –
GWS
268
Glassman Wealth Services
Virginia
$4K – – –
RFM
269
Royal Fund Management
Florida
$4K – – –
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
BBHC
271
Brown Brothers Harriman & Co
New York
$4K +$4K +188 New
SF
272
Synovus Financial
Georgia
$4K +$4K +198 New
SPIA
273
Steward Partners Investment Advisory
New York
$2K -$667 -28 -25%
SIAS
274
Shine Investment Advisory Services
Colorado
$2K – – –
CFD
275
Creative Financial Designs
Indiana
$2K – – –
9 10
11
12 13