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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$363M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
3
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
5
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$665M
2
FEG
2
Fund Evaluation Group
Ohio
$61.5M
3
WIC
3
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$4.95M +$141K +6,778 +3%
SC
52
Stratford Consulting
Texas
$4.83M +$205K +9,836 +4%
FWM
53
Frontier Wealth Management
Missouri
$4.77M -$667K -31,950 -12%
Goldman Sachs
54
Goldman Sachs
New York
$4.38M +$4.38M +209,838 New
Morgan Stanley
55
Morgan Stanley
New York
$4.2M -$4.2M -201,208 -50%
GAM
56
Gemmer Asset Management
California
$4.02M +$53.4K +2,558 +1%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$3.97M -$701K -33,600 -15%
SB
58
Suntrust Banks
Georgia
$3.93M -$99.5K -4,768 -2%
HSA
59
HBK Sorce Advisory
Pennsylvania
$3.93M +$228K +10,906 +6%
BWM
60
BerganKDV Wealth Management
Minnesota
$3.72M -$3.87M -185,340 -51%
FMP
61
Financial Management Professionals
Texas
$3.54M +$3.54M +169,754 +424,385%
RMC
62
Regis Management Company
California
$3.38M – – –
IFA
63
Interactive Financial Advisors
Illinois
$3.16M -$47.2K -2,260 -1%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$3.06M -$88.2K -4,230 -3%
AP
65
Appleton Partners
Massachusetts
$2.75M +$417 +20 +0%
LFA
66
Landmark Financial Advisors
Kentucky
$2.73M -$112K -5,386 -4%
ACG
67
Allen Capital Group
Nebraska
$2.67M +$161K +7,730 +6%
UBS Group
68
UBS Group
Switzerland
$2.65M +$78.9K +3,782 +3%
MAS
69
Madden Advisory Services
Florida
$2.62M -$124K -5,926 -5%
FI
70
FormulaFolio Investments
Michigan
$2.59M +$186K +8,906 +8%
Bank of America
71
Bank of America
North Carolina
$2.56M +$427K +20,442 +20%
LPL Financial
72
LPL Financial
California
$2.51M +$359K +17,202 +17%
AI
73
Atria Investments
North Carolina
$2.47M +$991K +47,486 +67%
FTS
74
Fifth Third Securities
Ohio
$2.4M +$2.4M +115,010 New
DBRC
75
D.B. Root & Company
Pennsylvania
$2.21M +$688K +32,994 +45%
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