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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$255M
3
HA
3
Hays Advisory
Tennessee
$12.6M
4
ACM
4
Avalon Capital Management
California
$11.3M
5
PC
5
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$687M
2
AG
2
Appleton Group
Wisconsin
$0
3
FEG
3
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
5
M&T Bank
New York
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
101
Efficient Advisors
Ohio
$1.25M -$13K -624 -1%
SWM
102
SeaCrest Wealth Management
New York
$1.22M -$637K -30,512 -34%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$1.21M -$60.6K -2,900 -5%
MG
104
Mather Group
Illinois
$1.21M -$997K -47,740 -45%
MML Investors Services
105
MML Investors Services
Massachusetts
$1.21M +$3.8K +182 +0.3%
CWM
106
Cornerstone Wealth Management
Missouri
$1.2M +$1.2M +99,820 New
TCM
107
Tradewinds Capital Management
Washington
$1.16M -$115K -5,526 -9%
CCA
108
Cobblestone Capital Advisors
New York
$1.13M +$40.8K +1,954 +4%
PVH
109
Psagot Value Holdings
Israel
$1.05M – – –
ASN
110
Advisory Services Network
Georgia
$1.01M +$114K +5,490 +13%
AL
111
Aspiriant LLC
California
$997K -$52.7K -2,524 -5%
EK
112
Evensky & Katz
Florida
$945K +$235K +11,254 +33%
BIM
113
Bridges Investment Management
Nebraska
$884K +$884K +42,326 New
CA
114
Cambridge Advisors
Nebraska
$880K -$4.3K -206 -0.5%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$851K +$141K +6,754 +20%
VCP
116
Vista Capital Partners
Oregon
$797K -$245K -11,734 -24%
SBH
117
Segall Bryant & Hamill
Illinois
$784K +$784K +37,550 New
3AM
118
3D Asset Management
Connecticut
$751K -$28.7K -1,376 -4%
RJA
119
Raymond James & Associates
Florida
$741K -$43.7K -2,090 -6%
AWMG
120
Alliance Wealth Management Group
New Jersey
$739K -$1.48M -70,882 -67%
TCM
121
Towercrest Capital Management
Pennsylvania
$739K +$739K +35,382 New
SS
122
Simplicity Solutions
Minnesota
$733K +$260K +12,448 +55%
FCIM
123
Fairview Capital Investment Management
California
$731K +$351K +16,800 +92%
VAM
124
Visionary Asset Management
Texas
$720K +$720K +34,446 New
ACM
125
Armbruster Capital Management
New York
$714K -$328K -15,688 -31%
3 4
5
6 7