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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 %
BC
276
Bartlett & Co
Ohio
$4K -$30.7K -1,534 -88%
GWS
277
Glassman Wealth Services
Virginia
$4K – – –
SF
278
Synovus Financial
Georgia
$4K – – –
SIS
279
Sound Income Strategies
Florida
$4K +$3.72K +184 +1,314%
WCM
280
Whitener Capital Management
North Carolina
$4K +$4K +216 New
CFD
281
Creative Financial Designs
Indiana
$2K – – –
SIAS
282
Shine Investment Advisory Services
Colorado
$2K – – –
AIM
283
Advantage Investment Management
Iowa
$2K – – –
ECM
284
Exchange Capital Management
Michigan
$2K +$41 +2 +2%
SPIA
285
Steward Partners Investment Advisory
New York
$2K +$576 +34 +40%
RFA
286
Reilly Financial Advisors
California
$2K +$1.35K +54 +208%
SFSG
287
Stearns Financial Services Group
North Carolina
$2K +$2K +90 New
SIM
288
Sonora Investment Management
Arizona
$1K – – –
GEA
289
Glen Eagle Advisors
New Jersey
$626 – – –
FRA
290
Front Row Advisors
California
$92 – – –
QAM
291
Q3 Asset Management
Michigan
– -$6.01M -287,886 Closed
Jane Street
292
Jane Street
New York
– -$3.34M -160,086 Closed
TCM
293
Towercrest Capital Management
Pennsylvania
– -$739K -35,382 Closed
SEI Investments
294
SEI Investments
Pennsylvania
– -$500K -23,914 Closed
HF
295
HRT Financial
New York
– -$347K -16,626 Closed
Betterment LLC
296
Betterment LLC
New York
– -$277K -13,264 Closed
NFG
297
Next Financial Group
Texas
– -$242K -11,608 Closed
SFG
298
StrategIQ Financial Group
Indiana
– -$235K -11,248 Closed
PWM
299
Perigon Wealth Management
California
– -$231K -11,036 Closed
DAS
300
Dynamic Advisor Solutions
Arizona
– -$211K -10,108 Closed
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