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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
Financial Engines Advisors
California
$255M
3
HA
Hays Advisory
Tennessee
$12.6M
4
ACM
Avalon Capital Management
California
$11.3M
5
PC
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$687M
2
AG
Appleton Group
Wisconsin
$0
3
FEG
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
M&T Bank
New York
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$8.88M +$7.23M +346,080 +438%
PC
27
Premise Capital
Illinois
$8.83M +$8.83M +422,592 New
Wells Fargo
28
Wells Fargo
California
$8.81M -$1.23M -58,924 -12%
BWA
29
BlueSky Wealth Advisors
North Carolina
$8.46M +$133K +6,376 +2%
LA
30
LVW Advisors
New York
$8.45M +$8.45M +404,576 New
Morgan Stanley
31
Morgan Stanley
New York
$8.41M +$7.49M +358,344 +812%
W
32
Wealthfront
California
$8.19M +$454K +21,742 +6%
BAMG
33
Brand Asset Management Group
Missouri
$7.91M +$7.91M +378,602 New
MI
34
Moneywise Inc
Virginia
$7.65M -$7.06K -338 -0.1%
BWM
35
BerganKDV Wealth Management
Minnesota
$7.59M -$134K -6,394 -2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$7.33M +$132K +6,322 +2%
CW
37
CreativeOne Wealth
Kansas
$6.87M +$1.34M +64,038 +24%
NQWM
38
Northwest Quadrant Wealth Management
Oregon
$6.86M +$1.2M +57,374 +21%
TI
39
Truepoint Inc
Ohio
$6.73M +$6.46M +309,374 +2,454%
AA
40
Advisory Alpha
Michigan
$6.69M +$628K +30,334 +10%
TPW
41
Tiller Private Wealth
Pennsylvania
$6.53M -$299K -14,306 -4%
KBFS
42
Kohmann Bosshard Financial Services
Ohio
$6.36M +$571K +27,346 +10%
BFPW
43
BOK Financial Private Wealth
Colorado
$6.23M -$838K -40,128 -12%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$6.09M +$5.46M +261,486 +877%
JFG
45
JMG Financial Group
Illinois
$6.05M +$176K +8,414 +3%
QAM
46
Q3 Asset Management
Michigan
$6.01M +$6.01M +287,886 New
KF
47
Krilogy Financial
Missouri
$5.84M -$103K -4,938 -2%
BSB
48
Bangor Savings Bank
Maine
$5.45M +$328K +15,714 +6%
CMP
49
Courage Miller Partners
Virginia
$5.45M +$46K +2,200 +0.9%
FWM
50
Frontier Wealth Management
Missouri
$5.45M +$490K +23,438 +10%
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