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Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
3
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
VCM
2
Vigilant Capital Management
Maine
$15K
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
TCM
4
Tradewinds Capital Management
Washington
$1.36M
5
PMG
5
ProVise Management Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$3.64M 174,826 +946 +0.5%
I
52
INVST
Indiana
$3.56M 170,978 +91,850 +116%
BC
53
Brinker Capital
Pennsylvania
$3.55M 170,540 +5,176 +3%
WIC
54
Whitegate Investment Counselors
New Hampshire
$3.24M 155,548 -3,598 -2%
HSA
55
HBK Sorce Advisory
Pennsylvania
$3.17M 152,454 +152,454 New
SB
56
Suntrust Banks
Georgia
$3.05M 146,474 -1,360 -0.9%
AA
57
Advisory Alpha
Michigan
$2.91M 148,228 +104,028 +235%
Bank of America
58
Bank of America
North Carolina
$2.89M 139,022 +16,116 +13%
MAS
59
Madden Advisory Services
Florida
$2.76M 132,428 +1,462 +1%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$2.68M 128,976 +1,326 +1%
FTS
61
Fifth Third Securities
Ohio
$2.58M 123,820 -44,542 -26%
RC
62
Roundview Capital
New Jersey
$2.52M 121,034 -15,146 -11%
AP
63
Appleton Partners
Massachusetts
$2.49M 119,746 +3,886 +3%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$2.4M 115,296 +76,794 +199%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$2.16M 103,702 +103,702 New
AWMG
66
Alliance Wealth Management Group
New Jersey
$2.14M 103,086 -102,248 -50%
RRWA
67
Rainey & Randall Wealth Advisors
Florida
$2.04M 97,884 +97,884 New
LPL Financial
68
LPL Financial
California
$2.01M 96,424 -856 -0.9%
BAM
69
Berkshire Asset Management
Pennsylvania
$1.99M 95,488 – –
MG
70
Mather Group
Illinois
$1.97M 94,546 +7,886 +9%
AG
71
Advisor Group
Arizona
$1.96M 94,168 +10,540 +13%
CPIG
72
Chicago Partners Investment Group
Illinois
$1.96M 94,006 +2,160 +2%
CFA
73
Cahill Financial Advisors
Minnesota
$1.87M 89,700 +2,072 +2%
BSB
74
Bangor Savings Bank
Maine
$1.82M 87,640 +3,176 +4%
CAI
75
Capital Advisors Inc
Oklahoma
$1.79M 86,006 +2,330 +3%
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