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Schwab US REIT ETF
SCHH

Overview Fund Activity

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$557M
2
FEG
2
Fund Evaluation Group
Ohio
$68.2M
3
Creative Planning
3
Creative Planning
Kansas
$632M
4
M&T Bank
4
M&T Bank
New York
$34.3M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$93.6M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$334K
2
NPC
2
National Planning Corporation
California
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5M
4
SC
4
Stratford Consulting
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
101
Lee Financial
Texas
$723K +$23.4K +1,136 +3%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$719K +$17.3K +838 +2%
VC
103
Vicus Capital
Pennsylvania
$695K +$573K +27,814 +471%
GC
104
Garde Capital
Washington
$680K -$1.32K -64 -0.2%
RJA
105
Raymond James & Associates
Florida
$650K +$208K +10,094 +47%
CFMC
106
Curbstone Financial Management Corp
New Hampshire
$637K -$35K -1,700 -5%
AOWM
107
Alpha Omega Wealth Management
Virginia
$633K – – –
PVH
108
Psagot Value Holdings
Israel
$618K +$144K +7,000 +30%
B
109
Bailard
California
$602K -$17.8K -866 -3%
NSAM
110
North Star Asset Management
Wisconsin
$587K -$10.3K -500 -2%
PFT
111
Providence First Trust
Arizona
$587K +$587K +28,468 New
APP
112
Avantax Planning Partners
Iowa
$585K +$585K +28,398 New
TRCT
113
Tower Research Capital (TRC)
New York
$580K +$394K +19,126 +211%
SWM
114
SigFig Wealth Management
California
$560K -$11.4K -552 -2%
PA
115
Parallel Advisors
California
$521K +$22.2K +1,068 +4%
State Street
116
State Street
Massachusetts
$514K +$49.2K +2,386 +11%
AA
117
Ancora Advisors
Ohio
$498K +$34.8K +1,686 +8%
JC
118
Jentner Corp
Ohio
$497K +$17K +824 +4%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$492K -$564K -27,374 -53%
UCFA
120
United Capital Financial Advisors
Texas
$482K +$16.1K +780 +3%
ZIC
121
ZWJ Investment Counsel
Georgia
$453K – – –
AMG
122
Asset Management Group
Connecticut
$451K +$2.43K +118 +0.5%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$451K +$24.8K +1,204 +6%
VCP
124
Vista Capital Partners
Oregon
$424K +$17K +826 +4%
HCM
125
Hengehold Capital Management
Ohio
$421K – – –
3 4
5
6 7