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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$363M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
3
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
5
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$665M
2
FEG
2
Fund Evaluation Group
Ohio
$61.5M
3
WIC
3
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
26
Moisand Fitzgerald Tamayo
Florida
$9.3M +$24.4K +1,170 +0.3%
ACM
27
Avalon Capital Management
California
$9.1M -$2.16M -103,408 -19%
Wells Fargo
28
Wells Fargo
California
$8.44M -$361K -17,294 -4%
W
29
Wealthfront
California
$8.44M +$259K +12,410 +3%
BWA
30
BlueSky Wealth Advisors
North Carolina
$8.32M -$12.4K -604 -0.1%
BAMG
31
Brand Asset Management Group
Missouri
$7.87M -$25.1K -1,204 -0.3%
NQWM
32
Northwest Quadrant Wealth Management
Oregon
$7.44M +$572K +27,342 +8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$7.4M +$78.1K +3,742 +1%
CW
34
CreativeOne Wealth
Kansas
$7.39M +$523K +25,064 +8%
MI
35
Moneywise Inc
Virginia
$7.36M -$278K -13,344 -4%
LA
36
LVW Advisors
New York
$6.94M -$1.51M -72,206 -18%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$6.87M +$514K +24,612 +8%
TI
38
Truepoint Inc
Ohio
$6.6M -$116K -5,562 -2%
WIC
39
Whitegate Investment Counselors
New Hampshire
$6.2M -$6.3M -301,722 -50%
AA
40
Advisory Alpha
Michigan
$6.19M -$415K -20,304 -6%
BFPW
41
BOK Financial Private Wealth
Colorado
$6.03M -$195K -9,326 -3%
AG
42
Advisor Group
Arizona
$5.86M +$3.51M +168,386 +150%
JFG
43
JMG Financial Group
Illinois
$5.83M -$214K -10,234 -4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$5.79M -$286K -13,708 -5%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$5.7M +$1.58M +75,556 +38%
BSB
46
Bangor Savings Bank
Maine
$5.69M +$243K +11,666 +4%
KF
47
Krilogy Financial
Missouri
$5.56M -$282K -13,492 -5%
CMP
48
Courage Miller Partners
Virginia
$5.48M +$34.4K +1,648 +0.6%
TPW
49
Tiller Private Wealth
Pennsylvania
$5.4M -$1.13M -54,054 -17%
FHB
50
First Hawaiian Bank
Hawaii
$5.27M +$5.27M +252,630 New
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