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Schwab US REIT ETF
SCHH

Overview Fund Activity

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$557M
2
FEG
2
Fund Evaluation Group
Ohio
$68.2M
3
Creative Planning
3
Creative Planning
Kansas
$632M
4
M&T Bank
4
M&T Bank
New York
$34.3M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$93.6M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$334K
2
NPC
2
National Planning Corporation
California
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5M
4
SC
4
Stratford Consulting
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$1.35M 65,362 -2,180 -3%
PFC
77
Phocas Financial Corp
California
$1.32M 63,866 +820 +1%
IA
78
IFP Advisors
Florida
$1.31M 63,526 +12,220 +24%
FC
79
Financial Consulate
Maryland
$1.31M 63,388 +2 +0%
BFPW
80
BOK Financial Private Wealth
Colorado
$1.27M 61,842 +4,176 +7%
EA
81
Efficient Advisors
Ohio
$1.25M 60,866 -5,280 -8%
Allianz Asset Management
82
Allianz Asset Management
Germany
$1.24M 60,000 +60,000 New
TAM
83
Trillium Asset Management
Massachusetts
$1.17M 56,628 – –
MAS
84
Managed Account Services
Florida
$1.16M 56,302 +488 +0.9%
FF
85
Friedenthal Financial
New Jersey
$1.11M 54,056 +5,146 +11%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$1.06M 51,622 +16,292 +46%
Morgan Stanley
87
Morgan Stanley
New York
$1.05M 50,698 +11,864 +31%
PAG
88
Pinnacle Advisory Group
Maryland
$985K 47,802 +2,218 +5%
PFM
89
Peak Financial Management
Massachusetts
$948K 45,988 +76 +0.2%
TYCC
90
Texas Yale Capital Corp
Florida
$938K 45,500 +90 +0.2%
BFG
91
Bouchey Financial Group
New York
$868K 42,122 -490 -1%
CPIG
92
Chicago Partners Investment Group
Illinois
$840K 40,866 -34,870 -46%
CA
93
Cambridge Advisors
Nebraska
$838K 40,654 -724 -2%
3AM
94
3D Asset Management
Connecticut
$834K 40,660 -482 -1%
CCM
95
CWH Capital Management
Washington
$810K 39,320 -2,280 -5%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$799K 38,766 -54 -0.1%
LFA
97
Landmark Financial Advisors
Kentucky
$786K 38,160 +8,386 +28%
FWCM
98
Ferguson Wellman Capital Management
Oregon
$778K 37,736 -1,624 -4%
DIA
99
Denver Investment Advisors
Colorado
$765K 37,116 – –
OIA
100
OneDigital Investment Advisors
Kansas
$746K 36,204 +36,204 New
2 3
4
5 6