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Schwab US REIT ETF
SCHH

Overview Fund Activity

218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
5.44%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.4%
New
37
Increased
98
Reduced
57
Closed
24
Calls
$2.84M
Puts
$1.39M
Net Calls
+$1.45M
Net Calls Change
+$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$477M
2
Creative Planning
2
Creative Planning
Kansas
$559M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$35.4M
4
Jane Street
4
Jane Street
New York
$4.65M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$38M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$88.2M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
3
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
ACM
4
Avalon Capital Management
California
$6.88M
5
VC
5
Vicus Capital
Pennsylvania
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$2.84M -$2.25K -110 -0.1%
GAM
52
Gemmer Asset Management
California
$2.82M +$1.93M +94,662 +218%
RC
53
Roundview Capital
New Jersey
$2.7M +$1.04M +51,246 +63%
MAS
54
Madden Advisory Services
Florida
$2.66M -$297K -14,580 -10%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$2.59M +$434K +21,282 +20%
LPL Financial
56
LPL Financial
California
$2.45M +$264K +12,900 +12%
GA
57
Gateway Advisory
New Jersey
$2.34M -$1.42M -67,634 -38%
AFS
58
Access Financial Services
Minnesota
$2.14M +$2.14M +104,922 New
FTS
59
Fifth Third Securities
Ohio
$2.01M +$1M +49,126 +99%
BAM
60
Berkshire Asset Management
Pennsylvania
$1.95M +$1.95M +95,488 New
AP
61
Appleton Partners
Massachusetts
$1.94M +$1.94M +95,006 New
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.93M +$543K +26,626 +39%
MAM
63
Marquette Asset Management
Minnesota
$1.74M +$8.64K +424 +0.5%
AG
64
Advisor Group
Arizona
$1.71M +$543K +26,650 +47%
CAI
65
Capital Advisors Inc
Oklahoma
$1.65M -$3.11M -152,456 -65%
CPIG
66
Chicago Partners Investment Group
Illinois
$1.54M +$256K +12,580 +20%
CFA
67
Cahill Financial Advisors
Minnesota
$1.39M -$4.53K -222 -0.3%
BSB
68
Bangor Savings Bank
Maine
$1.38M +$239K +11,730 +21%
MG
69
Mather Group
Illinois
$1.38M +$114K +5,602 +9%
WP
70
WealthSource Partners
California
$1.38M +$1.17M +57,172 +551%
ACM
71
Armbruster Capital Management
New York
$1.38M -$57.1K -2,800 -4%
EA
72
Efficient Advisors
Ohio
$1.35M -$20.9K -1,026 -2%
FC
73
Financial Consulate
Maryland
$1.29M +$1.29M +63,386 New
PFC
74
Phocas Financial Corp
California
$1.29M – – –
AWM
75
Avior Wealth Management
Nebraska
$1.23M +$87.8K +4,304 +8%
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