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Schwab US REIT ETF
SCHH

Overview Fund Activity

218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
5.44%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.4%
New
37
Increased
98
Reduced
57
Closed
24
Calls
$2.84M
Puts
$1.39M
Net Calls
+$1.45M
Net Calls Change
+$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$477M
2
Creative Planning
2
Creative Planning
Kansas
$559M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$35.4M
4
Jane Street
4
Jane Street
New York
$4.65M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$38M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$88.2M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
3
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
ACM
4
Avalon Capital Management
California
$6.88M
5
VC
5
Vicus Capital
Pennsylvania
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
101
Lee Financial
Texas
$692K +$533K +26,144 +335%
GC
102
Garde Capital
Washington
$675K +$48.2K +2,364 +8%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$665K -$20.4K -1,000 -3%
AOWM
104
Alpha Omega Wealth Management
Virginia
$626K – – –
B
105
Bailard
California
$614K -$254K -12,460 -29%
LFA
106
Landmark Financial Advisors
Kentucky
$607K +$91.6K +4,494 +18%
NSAM
107
North Star Asset Management
Wisconsin
$591K -$41.8K -2,050 -7%
SWM
108
SigFig Wealth Management
California
$565K -$15.9K -782 -3%
PA
109
Parallel Advisors
California
$484K +$318K +15,776 +192%
JC
110
Jentner Corp
Ohio
$475K +$24.5K +1,200 +5%
PVH
111
Psagot Value Holdings
Israel
$469K +$102K +5,000 +28%
UCFA
112
United Capital Financial Advisors
Texas
$461K -$247K -12,086 -35%
State Street
113
State Street
Massachusetts
$460K +$197K +9,644 +75%
AA
114
Ancora Advisors
Ohio
$458K +$82 +4 +0%
PWM
115
Perigon Wealth Management
California
$455K -$5.91K -290 -1%
AA
116
Advisory Alpha
Michigan
$449K +$449K +22,000 New
ZIC
117
ZWJ Investment Counsel
Georgia
$449K +$449K +22,000 New
AMG
118
Asset Management Group
Connecticut
$444K +$1.14K +56 +0.3%
RJA
119
Raymond James & Associates
Florida
$437K +$94.3K +4,628 +28%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$422K +$422K +20,694 New
HCM
121
Hengehold Capital Management
Ohio
$417K +$1.96K +96 +0.5%
VCP
122
Vista Capital Partners
Oregon
$403K -$284K -13,902 -41%
PHAM
123
Palisades Hudson Asset Management
Florida
$399K -$3.06K -150 -0.8%
GT
124
Glenmede Trust
Pennsylvania
$377K +$377K +18,504 New
Wolverine Trading
125
Wolverine Trading
Illinois
$353K +$353K +17,420 New
3 4
5
6 7