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Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
3
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
VCM
2
Vigilant Capital Management
Maine
$15K
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
TCM
4
Tradewinds Capital Management
Washington
$1.36M
5
PMG
5
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
101
Morgan Stanley
New York
$1.03M +$62.1K +2,982 +6%
PFM
102
Peak Financial Management
Massachusetts
$1.01M +$46.1K +2,218 +5%
AWA
103
Alaska Wealth Advisors
Alaska
$951K +$951K +45,730 New
CA
104
Cambridge Advisors
Nebraska
$862K +$5.37K +258 +0.6%
BFG
105
Bouchey Financial Group
New York
$851K -$30.3K -1,456 -3%
SFPM
106
Sensible Financial Planning & Management
Massachusetts
$837K +$317K +15,252 +61%
3AM
107
3D Asset Management
Connecticut
$807K -$26K -1,248 -3%
ASN
108
Advisory Services Network
Georgia
$802K +$112K +5,384 +16%
B
109
Bailard
California
$799K +$201K +9,650 +34%
DIA
110
Denver Investment Advisors
Colorado
$781K – – –
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$737K -$28.5K -1,368 -4%
AWM
112
AE Wealth Management
Kansas
$728K +$728K +34,972 New
CCA
113
Cobblestone Capital Advisors
New York
$721K +$721K +34,670 New
RJA
114
Raymond James & Associates
Florida
$713K -$372K -17,860 -34%
GC
115
Garde Capital
Washington
$695K -$873 -42 -0.1%
LF
116
Lee Financial
Texas
$685K -$20.2K -970 -3%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$675K -$63.4K -3,048 -9%
FLPIM
118
F.L. Putnam Investment Management
Massachusetts
$651K -$8.32K -400 -1%
FWCM
119
Ferguson Wellman Capital Management
Oregon
$639K -$102K -4,880 -14%
AOWM
120
Alpha Omega Wealth Management
Virginia
$637K – – –
Jane Street
121
Jane Street
New York
$636K -$244K -11,710 -28%
CFMC
122
Curbstone Financial Management Corp
New Hampshire
$633K -$633K -30,400 -50%
SWM
123
SigFig Wealth Management
California
$598K +$83.4K +4,006 +16%
PFT
124
Providence First Trust
Arizona
$592K – – –
APP
125
Avantax Planning Partners
Iowa
$592K +$665 +32 +0.1%
3 4
5
6 7