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Schwab US REIT ETF
SCHH

Overview Fund Activity

269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
32
Increased
127
Reduced
73
Closed
38
Calls
$643K
Puts
$390K
Net Calls
+$253K
Net Calls Change
+$377K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$830M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
3
Charles Schwab
Charles Schwab
California
$42.2M
4
UBS AM
UBS AM
Illinois
$16.4M
5
FEG
Fund Evaluation Group
Ohio
$68M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$638M
2
QI
QS Investors
New York
$11.4M
3
MWA
MFA Wealth Advisors
Pennsylvania
$1.27M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0
5
LYV
Live Your Vision
Pennsylvania
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$2.82M +$2.23M +116,726 +382%
MAS
52
Madden Advisory Services
Florida
$2.55M +$12.5K +652 +0.5%
AP
53
Appleton Partners
Massachusetts
$2.41M +$124K +6,488 +5%
RC
54
Roundview Capital
New Jersey
$2.36M +$49.6K +2,596 +2%
LFA
55
Landmark Financial Advisors
Kentucky
$2.33M +$757K +39,568 +48%
UBS Group
56
UBS Group
Switzerland
$2.31M -$2.04M -106,634 -47%
LPL Financial
57
LPL Financial
California
$2.2M +$355K +18,554 +19%
AG
58
Advisor Group
Arizona
$2.1M +$300K +15,710 +17%
TRCT
59
Tower Research Capital (TRC)
New York
$2.1M +$1.6M +83,816 +325%
AWMG
60
Alliance Wealth Management Group
New Jersey
$2.03M +$60.8K +3,178 +3%
MG
61
Mather Group
Illinois
$2.02M +$212K +11,064 +12%
Bank of America
62
Bank of America
North Carolina
$1.99M -$665K -34,750 -25%
FI
63
FormulaFolio Investments
Michigan
$1.9M -$4.31M -225,472 -69%
CAI
64
Capital Advisors Inc
Oklahoma
$1.87M +$226K +11,814 +14%
CFA
65
Cahill Financial Advisors
Minnesota
$1.87M +$149K +7,778 +9%
PFC
66
Phocas Financial Corp
California
$1.83M -$1.44M -69,166 Closed
BAM
67
Berkshire Asset Management
Pennsylvania
$1.83M – – –
I
68
INVST
Indiana
$1.8M -$1.42M -75,516 -44%
CPIG
69
Chicago Partners Investment Group
Illinois
$1.76M -$42.3K -2,210 -2%
CIM
70
Cambria Investment Management
California
$1.74M +$227K +11,856 +15%
SWM
71
SeaCrest Wealth Management
New York
$1.7M +$458K +23,932 +37%
IA
72
IFP Advisors
Florida
$1.67M – – –
AWM
73
Avior Wealth Management
Nebraska
$1.64M +$138K +7,226 +9%
GCA
74
Gradient Capital Advisors
California
$1.61M +$285K +14,926 +22%
OFW
75
Omnia Family Wealth
Florida
$1.59M +$1.39M +72,932 +729%
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