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Schwab US REIT ETF
SCHH

Overview Fund Activity

269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
32
Increased
127
Reduced
73
Closed
38
Calls
$643K
Puts
$390K
Net Calls
+$253K
Net Calls Change
+$377K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$830M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
3
Charles Schwab
Charles Schwab
California
$42.2M
4
UBS AM
UBS AM
Illinois
$16.4M
5
FEG
Fund Evaluation Group
Ohio
$68M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$638M
2
QI
QS Investors
New York
$11.4M
3
MWA
MFA Wealth Advisors
Pennsylvania
$1.27M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0
5
LYV
Live Your Vision
Pennsylvania
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$1.54M +$1.54M +80,402 New
MAM
77
Marquette Asset Management
Minnesota
$1.53M +$1.03K +54 +0.1%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$1.51M -$956K -50,008 -39%
MAS
79
Managed Account Services
Florida
$1.48M +$250K +13,092 +20%
TYCC
80
Texas Yale Capital Corp
Florida
$1.46M +$73K +3,820 +5%
FC
81
Financial Consulate
Maryland
$1.45M +$187K +9,794 +15%
PAG
82
Private Advisor Group
New Jersey
$1.35M +$874K +45,698 +182%
MWA
83
MFA Wealth Advisors
Pennsylvania
$1.27M -$5.16M -261,844 -80%
TAM
84
Trillium Asset Management
Massachusetts
$1.25M +$91.8K +4,800 +8%
GC
85
Garde Capital
Washington
$1.25M +$609K +31,830 +95%
FF
86
Friedenthal Financial
New Jersey
$1.24M +$115K +6,024 +10%
PAG
87
Pinnacle Advisory Group
Maryland
$1.21M +$100K +5,236 +9%
SB
88
Suntrust Banks
Georgia
$1.17M -$1.63M -85,262 -58%
TCM
89
Tradewinds Capital Management
Washington
$1.17M -$83K -4,338 -7%
UCFA
90
United Capital Financial Advisors
Texas
$1.17M +$91K +4,760 +8%
CFMC
91
Curbstone Financial Management Corp
New Hampshire
$1.16M +$582K +30,400 +100%
EA
92
Efficient Advisors
Ohio
$1.16M +$67.3K +3,520 +6%
VF
93
Virtu Financial
New York
$1.15M +$1.15M +59,934 New
MML Investors Services
94
MML Investors Services
Massachusetts
$1.1M -$363K -18,988 -25%
SFPM
95
Sensible Financial Planning & Management
Massachusetts
$1.09M +$318K +16,622 +41%
CCA
96
Cobblestone Capital Advisors
New York
$992K +$329K +17,226 +50%
AL
97
Aspiriant LLC
California
$961K +$961K +50,242 New
PVH
98
Psagot Value Holdings
Israel
$956K – – –
VCP
99
Vista Capital Partners
Oregon
$954K +$507K +26,510 +113%
ACM
100
Armbruster Capital Management
New York
$953K -$668K -34,954 -41%
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4
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