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Schwab US REIT ETF
SCHH

Overview Fund Activity

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$557M
2
FEG
2
Fund Evaluation Group
Ohio
$68.2M
3
Creative Planning
3
Creative Planning
Kansas
$632M
4
M&T Bank
4
M&T Bank
New York
$34.3M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$93.6M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$334K
2
NPC
2
National Planning Corporation
California
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5M
4
SC
4
Stratford Consulting
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
W
26
Wealthfront
California
$6.29M 305,086 +61,786 +25%
BC
27
Brinker Capital
Pennsylvania
$6.27M 304,510 -2,536 -0.8%
BWM
28
BerganKDV Wealth Management
Minnesota
$6.27M 304,432 -6,908 -2%
UBS AM
29
UBS AM
Illinois
$6.27M 304,338 +67,200 +28%
TPW
30
Tiller Private Wealth
Pennsylvania
$6.06M 294,178 +2,618 +0.9%
ACM
31
Avalon Capital Management
California
$5.9M 286,230 -51,150 -15%
BWA
32
BlueSky Wealth Advisors
North Carolina
$5.75M 278,882 +24,166 +9%
TCM
33
Tradewinds Capital Management
Washington
$5.71M 277,118 +86 +0%
KF
34
Krilogy Financial
Missouri
$5.37M 260,818 -206 -0.1%
LYV
35
Live Your Vision
Pennsylvania
$5.08M 243,300 +11,932 +5%
RMC
36
Regis Management Company
California
$4.85M 235,270 – –
BWFA
37
Baltimore-Washington Financial Advisors
Maryland
$4.68M 227,182 +18,888 +9%
JFG
38
JMG Financial Group
Illinois
$4.35M 210,972 +11,062 +6%
Stifel Financial
39
Stifel Financial
Missouri
$4.15M 200,332 +6,972 +4%
CMP
40
Courage Miller Partners
Virginia
$4.12M 199,964 +4,394 +2%
NQWM
41
Northwest Quadrant Wealth Management
Oregon
$4.11M 199,196 +24,006 +14%
UBS Group
42
UBS Group
Switzerland
$3.95M 191,838 +6,884 +4%
IFA
43
Interactive Financial Advisors
Illinois
$3.75M 182,004 +22,212 +14%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$3.41M 165,250 +4,762 +3%
WIC
45
Whitegate Investment Counselors
New Hampshire
$3.25M 157,918 +1,644 +1%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.16M 153,262 +153,262 New
SB
47
Suntrust Banks
Georgia
$3.05M 147,982 -86,734 -37%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$3.04M 147,670 +3,726 +3%
GAM
49
Gemmer Asset Management
California
$3.04M 147,570 +9,516 +7%
RC
50
Roundview Capital
New Jersey
$2.77M 134,252 +1,766 +1%
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