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Schwab US REIT ETF
SCHH

Overview Fund Activity

269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
32
Increased
127
Reduced
73
Closed
38
Calls
$643K
Puts
$390K
Net Calls
+$253K
Net Calls Change
+$377K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$830M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
3
Charles Schwab
Charles Schwab
California
$42.2M
4
UBS AM
UBS AM
Illinois
$16.4M
5
FEG
Fund Evaluation Group
Ohio
$68M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$638M
2
QI
QS Investors
New York
$11.4M
3
MWA
MFA Wealth Advisors
Pennsylvania
$1.27M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0
5
LYV
Live Your Vision
Pennsylvania
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
BerganKDV Wealth Management
Minnesota
$7.07M +$837K +43,756 +13%
MI
27
Moneywise Inc
Virginia
$7.01M -$542K -28,352 -7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.59M +$141K +7,376 +2%
BFPW
29
BOK Financial Private Wealth
Colorado
$6.47M +$5.41M +282,726 +508%
TPW
30
Tiller Private Wealth
Pennsylvania
$6.25M +$29K +1,514 +0.5%
RRC
31
Relaxing Retirement Coach
Massachusetts
$5.97M +$2.63M +137,522 +78%
AA
32
Advisory Alpha
Michigan
$5.74M +$2.84M +144,612 +98%
KF
33
Krilogy Financial
Missouri
$5.44M +$302K +15,784 +6%
JFG
34
JMG Financial Group
Illinois
$5.38M +$466K +24,350 +9%
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$5.3M +$609K +31,820 +13%
NQWM
36
Northwest Quadrant Wealth Management
Oregon
$5.18M +$316K +16,506 +6%
CW
37
CreativeOne Wealth
Kansas
$5.07M +$5.07M +264,854 New
CMP
38
Courage Miller Partners
Virginia
$4.95M +$690K +36,080 +16%
BSB
39
Bangor Savings Bank
Maine
$4.69M +$3.02M +157,762 +180%
FWM
40
Frontier Wealth Management
Missouri
$4.54M +$9.52K +498 +0.2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$4.21M +$342K +17,858 +9%
SC
42
Stratford Consulting
Texas
$4M +$71.4K +3,734 +2%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$3.86M +$384K +20,102 +11%
WIC
44
Whitegate Investment Counselors
New Hampshire
$3.69M +$719K +37,620 +24%
GAM
45
Gemmer Asset Management
California
$3.57M +$118K +6,156 +3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$3.3M +$1.32M +68,846 +66%
RMC
47
Regis Management Company
California
$3.09M -$1.41M -73,480 -31%
HSA
48
HBK Sorce Advisory
Pennsylvania
$3.05M +$130K +6,808 +4%
IFA
49
Interactive Financial Advisors
Illinois
$3.03M -$891K -46,598 -23%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$2.88M -$462K -24,150 -14%
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