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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$255M
3
HA
3
Hays Advisory
Tennessee
$12.6M
4
ACM
4
Avalon Capital Management
California
$11.3M
5
PC
5
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$687M
2
AG
2
Appleton Group
Wisconsin
$0
3
FEG
3
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
5
M&T Bank
New York
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$2.11M +$76.1K +3,644 +4%
CIM
77
Cambria Investment Management
California
$2.1M +$206K +9,880 +11%
PFC
78
Phocas Financial Corp
California
$2M -$1.83M – –
CPIG
79
Chicago Partners Investment Group
Illinois
$1.95M +$29.5K +1,410 +2%
GC
80
Garde Capital
Washington
$1.91M +$550K +26,334 +40%
AWM
81
Avior Wealth Management
Nebraska
$1.89M +$92K +4,404 +5%
GCA
82
Gradient Capital Advisors
California
$1.8M +$42.2K +2,018 +2%
3C
83
361 Capital
Colorado
$1.74M +$1.74M +83,138 New
MAS
84
Managed Account Services
Florida
$1.69M +$79.2K +3,790 +5%
MAM
85
Marquette Asset Management
Minnesota
$1.67M -$84 -4 -0%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.66M +$1.13M +54,246 +217%
PPA
87
Parametric Portfolio Associates
Washington
$1.64M +$1.64M +78,358 New
FC
88
Financial Consulate
Maryland
$1.62M +$38.2K +1,828 +2%
TYCC
89
Texas Yale Capital Corp
Florida
$1.59M – – –
IA
90
IFP Advisors
Florida
$1.54M -$134K -6,406 -8%
DBRC
91
D.B. Root & Company
Pennsylvania
$1.53M +$1.53M +73,140 New
AI
92
Atria Investments
North Carolina
$1.49M +$1.49M +71,088 New
BAM
93
Berkshire Asset Management
Pennsylvania
$1.48M -$518K -24,782 -26%
SFPM
94
Sensible Financial Planning & Management
Massachusetts
$1.44M +$257K +12,312 +22%
FF
95
Friedenthal Financial
New Jersey
$1.44M +$85.8K +4,110 +6%
MWA
96
MFA Wealth Advisors
Pennsylvania
$1.38M +$18.2K +860 +1%
PAG
97
Pinnacle Advisory Group
Maryland
$1.35M +$30.5K +1,462 +2%
TAM
98
Trillium Asset Management
Massachusetts
$1.31M -$52.4K -2,510 -4%
FHA
99
First Horizon Advisors
Tennessee
$1.3M +$1.3M +62,146 New
UCFA
100
United Capital Financial Advisors
Texas
$1.26M -$16.5K -788 -1%
2 3
4
5 6