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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
$830M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
3
Charles Schwab
Charles Schwab
California
$42.2M
4
UBS AM
UBS AM
Illinois
$16.4M
5
FEG
Fund Evaluation Group
Ohio
$68M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$638M
2
QI
QS Investors
New York
$11.4M
3
MWA
MFA Wealth Advisors
Pennsylvania
$1.27M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0
5
LYV
Live Your Vision
Pennsylvania
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
276
Cetera Investment Advisers
Illinois
– -$449K -21,714 Closed
GBT
277
Grove Bank & Trust
Florida
– -$383K -18,398 Closed
VC
278
Vicus Capital
Pennsylvania
– -$362K -17,416 Closed
TSS
279
Two Sigma Securities
New York
– -$331K -15,908 Closed
Millennium Management
280
Millennium Management
New York
– -$299K -14,390 Closed
CA
281
Corrado Advisors
New Jersey
– -$283K -13,580 Closed
TC
282
Trust Company
Kansas
– -$232K -11,154 Closed
SDWMA
283
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$230K -11,034 Closed
KWM
284
Kingsview Wealth Management
Oregon
– -$228K -10,936 Closed
LFG
285
Larson Financial Group
Missouri
– -$224K -10,764 Closed
CPO
286
Cerity Partners OCIO
New York
– -$219K -10,504 Closed
LCM
287
Liberty Capital Management
Michigan
– -$201K -10,170 Closed
TCM
288
Twele Capital Management
Minnesota
– -$205K -9,840 Closed
NSB
289
Norway Savings Bank
Maine
– -$60K -2,870 Closed
Simplex Trading
290
Simplex Trading
Illinois
– -$59K -2,850 Closed
PFA
291
Pathway Financial Advisors
Vermont
– -$55K -2,632 Closed
AFNAS
292
American Financial Network Advisory Services
California
– -$50K -2,410 Closed
CG
293
Cutler Group
California
– -$33K -1,600 Closed
PMFA
294
Plante Moran Financial Advisors
Michigan
– -$26K -1,238 Closed
AWM
295
AllSquare Wealth Management
New York
– -$16K -790 Closed
FAAS
296
First Allied Advisory Services
California
– -$11K -534 Closed
LNB
297
Ledyard National Bank
– -$10K -500 Closed
SPI
298
Santori & Peters Inc
Pennsylvania
– -$5K -284 Closed
SFG
299
SevenBridge Financial Group
Pennsylvania
– -$2K -90 Closed
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