SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
101
3D Asset Management
Connecticut
$824K -$12.6K -614 -2%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$792K +$301K +14,628 +61%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$789K -$8.81K -428 -1%
DIA
104
Denver Investment Advisors
Colorado
$772K +$8.92K +434 +1%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$757K +$39.1K +1,900 +5%
FWCM
106
Ferguson Wellman Capital Management
Oregon
$732K -$44.4K -2,158 -6%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$727K -$331K -16,142 -31%
LF
108
Lee Financial
Texas
$697K -$24.9K -1,210 -3%
GC
109
Garde Capital
Washington
$688K +$9.01K +438 +1%
ASN
110
Advisory Services Network
Georgia
$682K +$268K +13,036 +65%
FLPIM
111
F.L. Putnam Investment Management
Massachusetts
$652K +$652K +31,700 New
AOWM
112
Alpha Omega Wealth Management
Virginia
$629K -$2.06K -100 -0.3%
VC
113
Vicus Capital
Pennsylvania
$618K -$76K -3,692 -11%
B
114
Bailard
California
$591K -$9.87K -480 -2%
PFT
115
Providence First Trust
Arizona
$585K – – –
APP
116
Avantax Planning Partners
Iowa
$585K +$782 +38 +0.1%
NSAM
117
North Star Asset Management
Wisconsin
$584K -$2.06K -100 -0.4%
TRCT
118
Tower Research Capital (TRC)
New York
$563K -$16.8K -816 -3%
JC
119
Jentner Corp
Ohio
$522K +$26.4K +1,284 +5%
OIA
120
OneDigital Investment Advisors
Kansas
$516K -$229K -11,112 -31%
SFPM
121
Sensible Financial Planning & Management
Massachusetts
$513K +$204K +9,946 +66%
State Street
122
State Street
Massachusetts
$512K – – –
SWM
123
SigFig Wealth Management
California
$509K -$50.4K -2,450 -9%
AMG
124
Asset Management Group
Connecticut
$499K +$48.8K +2,376 +11%
AA
125
Ancora Advisors
Ohio
$497K – – –
3 4
5
6 7