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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$363M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
3
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
5
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$665M
2
FEG
2
Fund Evaluation Group
Ohio
$61.5M
3
WIC
3
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$2.17M +$60.4K +2,892 +3%
PFC
77
Phocas Financial Corp
California
$2.09M -$2M – –
CIM
78
Cambria Investment Management
California
$2.06M -$41.2K -1,976 -2%
CAI
79
Capital Advisors Inc
Oklahoma
$2.04M -$110K -5,256 -5%
MWM
80
Mission Wealth Management
California
$1.99M -$132K -6,350 -6%
KIA
81
KCM Investment Advisors
California
$1.99M +$1.99M +95,468 New
GC
82
Garde Capital
Washington
$1.98M +$84.3K +4,064 +4%
GCA
83
Gradient Capital Advisors
California
$1.95M +$151K +7,240 +8%
FF
84
Friedenthal Financial
New Jersey
$1.93M +$487K +23,364 +34%
HighTower Advisors
85
HighTower Advisors
Illinois
$1.93M +$1.54M +73,812 +398%
CPIG
86
Chicago Partners Investment Group
Illinois
$1.9M +$1.76K +86 +0.1%
AP
87
Advisors Preferred
Maryland
$1.9M -$238K -11,404 -11%
3C
88
361 Capital
Colorado
$1.8M +$68.6K +3,286 +4%
RC
89
Roundview Capital
New Jersey
$1.8M -$377K -18,082 -17%
AWM
90
Avior Wealth Management
Nebraska
$1.77M -$113K -5,436 -6%
IA
91
IFP Advisors
Florida
$1.66M +$125K +5,970 +8%
PPA
92
Parametric Portfolio Associates
Washington
$1.64M – – –
FC
93
Financial Consulate
Maryland
$1.63M +$14.7K +704 +0.9%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.62M -$38.1K -1,828 -2%
SFPM
95
Sensible Financial Planning & Management
Massachusetts
$1.61M +$171K +8,188 +12%
MAS
96
Managed Account Services
Florida
$1.61M -$16.3K -812 -1%
TYCC
97
Texas Yale Capital Corp
Florida
$1.59M -$1.88K -90 -0.1%
PAG
98
Private Advisor Group
New Jersey
$1.55M +$927K +44,416 +149%
BAM
99
Berkshire Asset Management
Pennsylvania
$1.51M +$30.8K +1,478 +2%
SWM
100
SeaCrest Wealth Management
New York
$1.5M +$285K +13,682 +23%
2 3
4
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