SCHH icon

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 %
AIM
276
Advantage Investment Management
Iowa
$2K – – –
ECM
277
Exchange Capital Management
Michigan
$2K +$250 +12 +14%
JCM
278
Jacobi Capital Management
Pennsylvania
$2K +$2K +104 New
GI
279
Gradient Investments
Minnesota
$2K +$2K +108 New
RCAG
280
Rehmann Capital Advisory Group
Michigan
$1.67K +$1.67K +80 New
SIM
281
Sonora Investment Management
Arizona
$1K – – –
RFA
282
Reilly Financial Advisors
California
$1K – – –
ML
283
McAdam LLC
Pennsylvania
$1K – – –
FMP
284
Financial Management Professionals
Texas
$1K +$1K +40 New
JA
285
JOYN Advisors
Georgia
$1K +$1K +40 New
JFA
286
JNBA Financial Advisors
Minnesota
$1K +$1K +68 New
GEA
287
Glen Eagle Advisors
New Jersey
$627 – – –
FRA
288
Front Row Advisors
California
$95 -$10 -464 -9%
AG
289
Appleton Group
Wisconsin
– -$8.93M -467,030 Closed
TRCT
290
Tower Research Capital (TRC)
New York
– -$2.1M -109,636 Closed
OFW
291
Omnia Family Wealth
Florida
– -$1.59M -82,932 Closed
Goldman Sachs
292
Goldman Sachs
New York
– -$1.54M -80,402 Closed
VF
293
Virtu Financial
New York
– -$1.15M -59,934 Closed
Renaissance Technologies
294
Renaissance Technologies
New York
– -$635K -33,200 Closed
FFA
295
First Foundation Advisors
California
– -$499K -26,086 Closed
Citadel Advisors
296
Citadel Advisors
Florida
– -$417K -21,830 Closed
BCMO
297
Buckingham Capital Management (Ohio)
Ohio
– -$307K -16,068 Closed
SWM
298
Stockman Wealth Management
Montana
– -$272K -14,200 Closed
WJA
299
Williams Jones & Associates
New York
– -$268K -14,000 Closed
LWAC
300
Laurel Wealth Advisors (California)
California
– -$264K -13,808 Closed
9 10 11
12
13