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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$255M
3
HA
3
Hays Advisory
Tennessee
$12.6M
4
ACM
4
Avalon Capital Management
California
$11.3M
5
PC
5
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$687M
2
AG
2
Appleton Group
Wisconsin
$0
3
FEG
3
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
5
M&T Bank
New York
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
51
INVST
Indiana
$4.9M +$2.9M +139,010 +146%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$4.82M +$221K +10,564 +5%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$4.68M +$1.07M +51,418 +30%
SC
54
Stratford Consulting
Texas
$4.63M +$256K +12,266 +6%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$4.13M +$3.27M +156,458 +378%
SB
56
Suntrust Banks
Georgia
$4.04M +$2.76M +132,040 +216%
GAM
57
Gemmer Asset Management
California
$3.97M +$73.1K +3,500 +2%
HSA
58
HBK Sorce Advisory
Pennsylvania
$3.71M +$381K +18,248 +11%
RMC
59
Regis Management Company
California
$3.38M -$42 -2 -0%
Jane Street
60
Jane Street
New York
$3.34M +$268K +12,812 +9%
IFA
61
Interactive Financial Advisors
Illinois
$3.21M -$96.3K -4,612 -3%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$2.88M – – –
LFA
63
Landmark Financial Advisors
Kentucky
$2.85M +$306K +14,652 +12%
AP
64
Appleton Partners
Massachusetts
$2.76M +$120K +5,724 +5%
MAS
65
Madden Advisory Services
Florida
$2.74M -$36.3K -1,738 -1%
UBS Group
66
UBS Group
Switzerland
$2.58M +$54.3K +2,602 +2%
ACG
67
Allen Capital Group
Nebraska
$2.51M +$2.51M +120,304 New
FI
68
FormulaFolio Investments
Michigan
$2.41M +$330K +15,790 +16%
AG
69
Advisor Group
Arizona
$2.35M +$55.8K +2,674 +2%
RC
70
Roundview Capital
New Jersey
$2.18M -$408K -19,524 -16%
LPL Financial
71
LPL Financial
California
$2.15M -$248K -11,884 -10%
CAI
72
Capital Advisors Inc
Oklahoma
$2.15M +$105K +5,030 +5%
AP
73
Advisors Preferred
Maryland
$2.14M +$2.14M +102,496 New
Bank of America
74
Bank of America
North Carolina
$2.14M -$38.8K -1,856 -2%
MWM
75
Mission Wealth Management
California
$2.13M +$1.33M +63,596 +166%
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