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Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
76
Pinnacle Family Advisors
Missouri
$1.59M 77,318 +77,318 New
AWM
77
Avior Wealth Management
Nebraska
$1.58M 77,002 +77,002 New
IA
78
IFP Advisors
Florida
$1.54M 74,822 +11,296 +18%
WP
79
WealthSource Partners
California
$1.43M 69,274 +3,912 +6%
FC
80
Financial Consulate
Maryland
$1.33M 64,614 +1,226 +2%
MAS
81
Managed Account Services
Florida
$1.26M 61,056 +4,754 +8%
CFMC
82
Curbstone Financial Management Corp
New Hampshire
$1.25M 60,800 +29,900 +97%
GA
83
Gateway Advisory
New Jersey
$1.24M 60,242 -9,602 -14%
BFPW
84
BOK Financial Private Wealth
Colorado
$1.24M 60,088 -1,754 -3%
EA
85
Efficient Advisors
Ohio
$1.23M 59,938 -928 -2%
FF
86
Friedenthal Financial
New Jersey
$1.18M 57,300 +3,244 +6%
TAM
87
Trillium Asset Management
Massachusetts
$1.17M 56,628 – –
UCFA
88
United Capital Financial Advisors
Texas
$1.15M 56,064 +32,682 +140%
RJA
89
Raymond James & Associates
Florida
$1.07M 52,112 +20,574 +65%
LFA
90
Landmark Financial Advisors
Kentucky
$1.04M 50,674 +12,514 +33%
PAG
91
Pinnacle Advisory Group
Maryland
$1.03M 50,240 +2,438 +5%
PVH
92
Psagot Value Holdings
Israel
$1.03M 50,000 +20,000 +67%
TAT
93
TD Ameritrade Trust
Colorado
$1.01M 49,896 -38,880 -44%
TYCC
94
Texas Yale Capital Corp
Florida
$976K 47,480 +1,980 +4%
Morgan Stanley
95
Morgan Stanley
New York
$956K 46,464 -4,234 -8%
PFM
96
Peak Financial Management
Massachusetts
$949K 46,136 +148 +0.3%
AA
97
Advisory Alpha
Michigan
$921K 44,200 +24,390 +123%
BFG
98
Bouchey Financial Group
New York
$871K 42,364 +242 +0.6%
Jane Street
99
Jane Street
New York
$869K 42,258 -40,628 -49%
CA
100
Cambridge Advisors
Nebraska
$846K 41,156 +502 +1%
2 3
4
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