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Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
3
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
VCM
2
Vigilant Capital Management
Maine
$15K
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
TCM
4
Tradewinds Capital Management
Washington
$1.36M
5
PMG
5
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Armbruster Capital Management
New York
$1.77M -$31.8K -1,528 -2%
LFA
77
Landmark Financial Advisors
Kentucky
$1.71M +$653K +31,374 +62%
IA
78
IFP Advisors
Florida
$1.67M +$111K +5,342 +7%
MAM
79
Marquette Asset Management
Minnesota
$1.67M -$61.2K -2,944 -4%
CIM
80
Cambria Investment Management
California
$1.64M +$1.64M +78,876 New
AWM
81
Avior Wealth Management
Nebraska
$1.64M +$35.7K +1,718 +2%
MML Investors Services
82
MML Investors Services
Massachusetts
$1.59M -$1.79M -86,116 -53%
TYCC
83
Texas Yale Capital Corp
Florida
$1.51M +$520K +25,000 +53%
GCA
84
Gradient Capital Advisors
California
$1.44M +$1.44M +69,156 New
PFC
85
Phocas Financial Corp
California
$1.44M +$1.44M +69,166 New
WP
86
WealthSource Partners
California
$1.43M -$7.41K -356 -0.5%
FC
87
Financial Consulate
Maryland
$1.37M +$25.3K +1,214 +2%
TCM
88
Tradewinds Capital Management
Washington
$1.36M -$4.21M -202,482 -76%
SWM
89
SeaCrest Wealth Management
New York
$1.35M +$1.35M +64,956 New
MAS
90
Managed Account Services
Florida
$1.33M +$61.9K +2,976 +5%
AP
91
Advisors Preferred
Maryland
$1.32M +$1.32M +63,544 New
TAM
92
Trillium Asset Management
Massachusetts
$1.26M +$83.3K +4,000 +7%
FF
93
Friedenthal Financial
New Jersey
$1.23M +$33.5K +1,610 +3%
GA
94
Gateway Advisory
New Jersey
$1.21M -$39.7K -1,906 -3%
PAG
95
Pinnacle Advisory Group
Maryland
$1.21M +$161K +7,734 +15%
EA
96
Efficient Advisors
Ohio
$1.19M -$59.9K -2,880 -5%
UCFA
97
United Capital Financial Advisors
Texas
$1.17M +$6.7K +322 +0.6%
BFPW
98
BOK Financial Private Wealth
Colorado
$1.16M -$93.2K -4,480 -7%
FFA
99
First Foundation Advisors
California
$1.04M +$1.04M +50,136 New
PVH
100
Psagot Value Holdings
Israel
$1.04M – – –
2 3
4
5 6