SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$557M
2
FEG
2
Fund Evaluation Group
Ohio
$68.2M
3
Creative Planning
3
Creative Planning
Kansas
$632M
4
M&T Bank
4
M&T Bank
New York
$34.3M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$93.6M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$334K
2
NPC
2
National Planning Corporation
California
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5M
4
SC
4
Stratford Consulting
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
MAS
51
Madden Advisory Services
Florida
$2.69M 130,552 +334 +0.3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.51M 121,884 -5,132 -4%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$2.41M 117,754 +23,328 +25%
AA
54
Alesco Advisors
New York
$2.31M 111,938 +72,240 +182%
Bank of America
55
Bank of America
North Carolina
$2.3M 111,806 -67,530 -38%
AP
56
Appleton Partners
Massachusetts
$2.29M 111,270 +16,264 +17%
AFS
57
Access Financial Services
Minnesota
$2.11M 102,192 -2,730 -3%
LPL Financial
58
LPL Financial
California
$2.04M 99,160 -20,794 -17%
AWMG
59
Alliance Wealth Management Group
New Jersey
$2.03M 98,238 +54,496 +125%
BAM
60
Berkshire Asset Management
Pennsylvania
$1.97M 95,488 – –
I
61
INVST
Indiana
$1.94M 95,076 +95,076 New
PAG
62
Private Advisor Group
New Jersey
$1.91M 94,980 -43,702 -32%
FTS
63
Fifth Third Securities
Ohio
$1.91M 92,500 -6,070 -6%
TAT
64
TD Ameritrade Trust
Colorado
$1.8M 88,776 +44,800 +102%
CFA
65
Cahill Financial Advisors
Minnesota
$1.75M 84,782 +16,806 +25%
Jane Street
66
Jane Street
New York
$1.71M 82,886 -144,962 -64%
MAM
67
Marquette Asset Management
Minnesota
$1.71M 82,892 -2,612 -3%
CAI
68
Capital Advisors Inc
Oklahoma
$1.7M 82,644 +1,688 +2%
MG
69
Mather Group
Illinois
$1.67M 81,182 +13,578 +20%
AG
70
Advisor Group
Arizona
$1.56M 75,812 -7,916 -9%
ACM
71
Armbruster Capital Management
New York
$1.55M 75,358 +7,928 +12%
BSB
72
Bangor Savings Bank
Maine
$1.55M 74,952 +7,228 +11%
LCC
73
Lincoln Capital Corp
Rhode Island
$1.47M 71,148 +16,170 +29%
GA
74
Gateway Advisory
New Jersey
$1.44M 69,844 -41,298 -37%
MGIA
75
Moneta Group Investment Advisors
Missouri
$1.37M 66,620 +66,620 New
1 2
3
4 5