SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.41M +$374K +18,198 +12%
BC
52
Brinker Capital
Pennsylvania
$3.4M -$2.86M -139,146 -46%
MML Investors Services
53
MML Investors Services
Massachusetts
$3.35M +$195K +9,466 +6%
WIC
54
Whitegate Investment Counselors
New Hampshire
$3.27M +$25.3K +1,228 +0.8%
GAM
55
Gemmer Asset Management
California
$3.23M +$196K +9,518 +6%
PMG
56
ProVise Management Group
Florida
$3.15M +$3.15M +153,206 New
SB
57
Suntrust Banks
Georgia
$3.04M -$3.04K -148 -0.1%
RC
58
Roundview Capital
New Jersey
$2.8M +$39.7K +1,928 +1%
MAS
59
Madden Advisory Services
Florida
$2.69M +$8.51K +414 +0.3%
CCM
60
CWH Capital Management
Washington
$2.64M +$1.83M +88,936 +226%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$2.63M +$119K +5,766 +5%
Bank of America
62
Bank of America
North Carolina
$2.53M +$228K +11,100 +10%
AP
63
Appleton Partners
Massachusetts
$2.38M +$94.4K +4,590 +4%
PAG
64
Private Advisor Group
New Jersey
$2.12M +$157K +7,602 +8%
LPL Financial
65
LPL Financial
California
$2M -$38.7K -1,880 -2%
BAM
66
Berkshire Asset Management
Pennsylvania
$1.96M – – –
CPIG
67
Chicago Partners Investment Group
Illinois
$1.89M +$1.05M +50,980 +125%
CFA
68
Cahill Financial Advisors
Minnesota
$1.8M +$58.6K +2,846 +3%
MG
69
Mather Group
Illinois
$1.78M +$113K +5,478 +7%
ACM
70
Armbruster Capital Management
New York
$1.78M +$226K +10,976 +15%
BSB
71
Bangor Savings Bank
Maine
$1.74M +$196K +9,512 +13%
CAI
72
Capital Advisors Inc
Oklahoma
$1.72M +$21.2K +1,032 +1%
AG
73
Advisor Group
Arizona
$1.72M +$161K +7,816 +10%
MAM
74
Marquette Asset Management
Minnesota
$1.71M +$1.73K +84 +0.1%
I
75
INVST
Indiana
$1.63M -$328K -15,948 -17%
1 2
3
4 5