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Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$6.71M +$355K +17,262 +6%
TPW
27
Tiller Private Wealth
Pennsylvania
$6.41M +$364K +17,722 +6%
BWA
28
BlueSky Wealth Advisors
North Carolina
$6.41M +$670K +32,566 +12%
FI
29
FormulaFolio Investments
Michigan
$6.36M +$5.94M +288,704 +1,421%
BWM
30
BerganKDV Wealth Management
Minnesota
$6.29M +$31.1K +1,512 +0.5%
MCIA
31
Mountain Capital Investment Advisors
Colorado
$6.26M -$785K -38,156 -11%
TCM
32
Tradewinds Capital Management
Washington
$5.51M -$189K -9,174 -3%
W
33
Wealthfront
California
$5.5M -$778K -37,824 -12%
KF
34
Krilogy Financial
Missouri
$5.34M -$27.1K -1,316 -0.5%
LYV
35
Live Your Vision
Pennsylvania
$5.1M +$94.6K +4,598 +2%
FWM
36
Frontier Wealth Management
Missouri
$4.96M -$1.66M -80,614 -25%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$4.89M +$4.89M +237,590 New
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$4.85M +$173K +8,394 +4%
RMC
39
Regis Management Company
California
$4.84M – – –
JFG
40
JMG Financial Group
Illinois
$4.8M +$465K +22,606 +11%
NQWM
41
Northwest Quadrant Wealth Management
Oregon
$4.8M +$587K +27,776 +14%
CMP
42
Courage Miller Partners
Virginia
$4.31M +$198K +9,640 +5%
UBS Group
43
UBS Group
Switzerland
$4.27M +$323K +15,710 +8%
AWMG
44
Alliance Wealth Management Group
New Jersey
$4.22M +$2.2M +107,096 +109%
SC
45
Stratford Consulting
Texas
$4.13M +$4.13M +200,954 New
Stifel Financial
46
Stifel Financial
Missouri
$4.1M -$43.1K -2,086 -1%
IFA
47
Interactive Financial Advisors
Illinois
$3.76M +$12.1K +588 +0.3%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$3.58M +$1.15M +56,126 +48%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$3.55M +$154K +7,470 +5%
FTS
50
Fifth Third Securities
Ohio
$3.46M +$1.56M +75,862 +82%
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