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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 %
DWM
251
Destination Wealth Management
California
$16K -$24.6K -1,194 -61%
TIM
252
Tortoise Investment Management
New York
$15K -$73.9K -3,646 -83%
PG
253
Patten Group
Tennessee
$15K – – –
Citigroup
254
Citigroup
New York
$14K -$21.4K -1,006 -60%
CFGS
255
Concourse Financial Group Securities
Alabama
$14K +$14K +664 New
CCMW
256
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
TFS
257
TrustCore Financial Services
Tennessee
$12K +$126 +6 +1%
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
CT
259
CPF Texas
Texas
$9K +$9K +448 New
APP
260
Avantax Planning Partners
Iowa
$9K +$9K +454 New
PA
261
Parallel Advisors
California
$8K -$30.5K -1,380 -79%
WWM
262
Wagner Wealth Management
South Carolina
$8K -$13.9K -644 -64%
PMFA
263
Plante Moran Financial Advisors
Michigan
$8K -$7.2K -344 -47%
LNB
264
Ledyard National Bank
$8K +$8K +400 New
ADL
265
Asset Dedication LLC
California
$7K -$620 -28 -8%
GRP
266
Global Retirement Partners
California
$7K +$7K +336 New
VFA
267
Valeo Financial Advisors
Indiana
$6K +$41 +2 +0.7%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$6K +$2K +88 +50%
VCM
269
Vigilant Capital Management
Maine
$5K -$7.73K -340 -61%
TCOV
270
Trust Company of Vermont
Vermont
$5K – – –
HCM
271
Horrell Capital Management
Arkansas
$5K – – –
PK
272
Pflug Koory
Nebraska
$5K – – –
LFG
273
LifePlan Financial Group
Ohio
$5K +$5K +260 New
BCWM
274
Bartlett & Co Wealth Management
Ohio
$4.17K -$32K -1,534 -88%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17K – – –
9 10
11
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