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Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
3
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
VCM
2
Vigilant Capital Management
Maine
$15K
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
TCM
4
Tradewinds Capital Management
Washington
$1.36M
5
PMG
5
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
BerganKDV Wealth Management
Minnesota
$6.79M +$418K +20,082 +7%
TPW
27
Tiller Private Wealth
Pennsylvania
$6.77M +$282K +13,530 +4%
FI
28
FormulaFolio Investments
Michigan
$6.76M +$330K +15,878 +5%
MWA
29
MFA Wealth Advisors
Pennsylvania
$6.42M +$6.42M +326,218 New
W
30
Wealthfront
California
$6.25M +$691K +33,186 +12%
KF
31
Krilogy Financial
Missouri
$5.6M +$195K +9,366 +4%
JFG
32
JMG Financial Group
Illinois
$5.34M +$482K +23,174 +10%
LYV
33
Live Your Vision
Pennsylvania
$5.14M +$241K +12,174 +5%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$5.11M +$160K +7,708 +3%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$5.01M +$109K +5,244 +2%
FWM
36
Frontier Wealth Management
Missouri
$4.93M -$94.7K -4,548 -2%
RMC
37
Regis Management Company
California
$4.9M – – –
NQWM
38
Northwest Quadrant Wealth Management
Oregon
$4.77M +$513K +27,304 +12%
UBS Group
39
UBS Group
Switzerland
$4.73M +$413K +19,864 +10%
CMP
40
Courage Miller Partners
Virginia
$4.63M +$271K +13,024 +6%
UBS AM
41
UBS AM
Illinois
$4.61M -$4.38M -210,432 -49%
ACM
42
Avalon Capital Management
California
$4.48M +$4.48M +215,236 New
SC
43
Stratford Consulting
Texas
$4.28M +$97.5K +4,688 +2%
Stifel Financial
44
Stifel Financial
Missouri
$4.27M +$146K +7,038 +4%
IFA
45
Interactive Financial Advisors
Illinois
$4.27M +$465K +22,336 +12%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$4.21M +$755K +36,264 +22%
MCIA
47
Mountain Capital Investment Advisors
Colorado
$4.04M -$2.3M -110,624 -36%
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$3.78M +$184K +8,858 +5%
GAM
49
Gemmer Asset Management
California
$3.76M +$489K +23,502 +15%
RRC
50
Relaxing Retirement Coach
Massachusetts
$3.65M +$3.65M +175,268 New
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