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Schwab US REIT ETF
SCHH

Overview Fund Activity

218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
5.44%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.4%
New
37
Increased
98
Reduced
57
Closed
24
Calls
$2.84M
Puts
$1.39M
Net Calls
+$1.45M
Net Calls Change
+$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$477M
2
Creative Planning
2
Creative Planning
Kansas
$559M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$35.4M
4
Jane Street
4
Jane Street
New York
$4.65M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$38M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$88.2M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
3
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
ACM
4
Avalon Capital Management
California
$6.88M
5
VC
5
Vicus Capital
Pennsylvania
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
76
BOK Financial Private Wealth
Colorado
$1.18M +$8.2K +402 +0.7%
TAM
77
Trillium Asset Management
Massachusetts
$1.16M +$89.7K +4,400 +8%
MAS
78
Managed Account Services
Florida
$1.14M -$75.9K -3,724 -6%
LCC
79
Lincoln Capital Corp
Rhode Island
$1.12M +$409K +20,080 +58%
IA
80
IFP Advisors
Florida
$1.05M +$585K +28,700 +127%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.04M +$1.04M +51,248 New
FF
82
Friedenthal Financial
New Jersey
$997K +$33.6K +1,648 +3%
PFM
83
Peak Financial Management
Massachusetts
$936K +$61.8K +3,032 +7%
PAG
84
Pinnacle Advisory Group
Maryland
$929K +$372K +18,268 +67%
TYCC
85
Texas Yale Capital Corp
Florida
$926K +$45.1K +2,210 +5%
KKAMG
86
Kernodle & Katon Asset Management Group
Arkansas
$917K -$7.58K -372 -0.8%
AWMG
87
Alliance Wealth Management Group
New Jersey
$907K +$907K +43,742 New
TAT
88
TD Ameritrade Trust
Colorado
$897K +$18.6K +912 +2%
BFG
89
Bouchey Financial Group
New York
$869K +$250K +12,282 +40%
CCM
90
CWH Capital Management
Washington
$848K -$71.6K -3,510 -8%
CA
91
Cambridge Advisors
Nebraska
$844K +$54.5K +2,670 +7%
3AM
92
3D Asset Management
Connecticut
$839K -$512K -25,092 -38%
AA
93
Alesco Advisors
New York
$809K +$79.7K +3,912 +11%
FWCM
94
Ferguson Wellman Capital Management
Oregon
$803K -$596K -29,200 -43%
Morgan Stanley
95
Morgan Stanley
New York
$792K -$35.5K -1,742 -4%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$791K -$4.97K -244 -0.6%
VC
97
Vicus Capital
Pennsylvania
$784K -$5M -37,672 -86%
DIA
98
Denver Investment Advisors
Colorado
$757K – – –
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$719K -$356K -17,490 -33%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$695K +$11.2K +550 +2%
2 3
4
5 6