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Schwab US REIT ETF
SCHH

Overview Fund Activity

218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
5.44%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.4%
New
37
Increased
98
Reduced
57
Closed
24
Calls
$2.84M
Puts
$1.39M
Net Calls
+$1.45M
Net Calls Change
+$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$477M
2
Creative Planning
2
Creative Planning
Kansas
$559M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$35.4M
4
Jane Street
4
Jane Street
New York
$4.65M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$38M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$88.2M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
3
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
ACM
4
Avalon Capital Management
California
$6.88M
5
VC
5
Vicus Capital
Pennsylvania
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Tradewinds Capital Management
Washington
$5.65M -$57.3K -2,808 -1%
US Bancorp
27
US Bancorp
Minnesota
$5.62M +$466K +22,826 +9%
SHJ
28
Sharkey, Howes & Javer
Colorado
$5.59M -$3.02M -147,994 -35%
KF
29
Krilogy Financial
Missouri
$5.36M – – –
BWA
30
BlueSky Wealth Advisors
North Carolina
$5.19M +$683K +33,504 +15%
W
31
Wealthfront
California
$4.96M +$1.24M +60,720 +33%
UBS AM
32
UBS AM
Illinois
$4.84M +$2.14M +105,002 +79%
RMC
33
Regis Management Company
California
$4.8M -$693K -34,000 -13%
SB
34
Suntrust Banks
Georgia
$4.79M -$500K -24,516 -9%
LYV
35
Live Your Vision
Pennsylvania
$4.72M +$160K +7,840 +4%
Jane Street
36
Jane Street
New York
$4.65M +$4.65M +227,848 New
Wells Fargo
37
Wells Fargo
California
$4.45M -$1.87M -91,470 -30%
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$4.25M +$756K +37,058 +22%
JFG
39
JMG Financial Group
Illinois
$4.08M +$329K +16,142 +9%
CMP
40
Courage Miller Partners
Virginia
$3.99M +$115K +5,634 +3%
Stifel Financial
41
Stifel Financial
Missouri
$3.96M +$3.96M +193,360 New
KBFS
42
Kohmann Bosshard Financial Services
Ohio
$3.82M +$192K +9,404 +5%
UBS Group
43
UBS Group
Switzerland
$3.77M +$687K +33,708 +22%
Bank of America
44
Bank of America
North Carolina
$3.66M +$448K +21,972 +14%
NQWM
45
Northwest Quadrant Wealth Management
Oregon
$3.53M +$273K +13,526 +8%
SC
46
Stratford Consulting
Texas
$3.36M +$627K +30,728 +23%
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$3.27M +$174K +8,556 +6%
IFA
48
Interactive Financial Advisors
Illinois
$3.26M +$384K +18,834 +13%
WIC
49
Whitegate Investment Counselors
New Hampshire
$3.19M +$96.5K +4,734 +3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.94M +$192K +9,412 +7%
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