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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$363M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
3
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
5
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$665M
2
FEG
2
Fund Evaluation Group
Ohio
$61.5M
3
WIC
3
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Cobblestone Capital Advisors
New York
$1.48M +$360K +17,270 +32%
PAG
102
Pinnacle Advisory Group
Maryland
$1.37M +$16.4K +788 +1%
MAM
103
Marquette Asset Management
Minnesota
$1.36M -$314K -15,072 -19%
UCFA
104
United Capital Financial Advisors
Texas
$1.34M +$82.6K +3,960 +7%
MWA
105
MFA Wealth Advisors
Pennsylvania
$1.3M -$80.1K -3,798 -6%
TAM
106
Trillium Asset Management
Massachusetts
$1.26M -$57K -2,732 -4%
EA
107
Efficient Advisors
Ohio
$1.25M +$1.25K +60 +0.1%
CFMC
108
Curbstone Financial Management Corp
New Hampshire
$1.21M – – –
FHA
109
First Horizon Advisors
Tennessee
$1.14M -$161K -7,702 -12%
TCM
110
Tradewinds Capital Management
Washington
$1.09M -$70.9K -3,398 -6%
RJA
111
Raymond James & Associates
Florida
$1.01M +$265K +12,712 +36%
ACM
112
Armbruster Capital Management
New York
$1M +$291K +13,972 +41%
ASN
113
Advisory Services Network
Georgia
$1M -$11.9K -572 -1%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$992K +$141K +6,774 +17%
AL
115
Aspiriant LLC
California
$967K -$28.7K -1,376 -3%
CWM
116
Cornerstone Wealth Management
Missouri
$945K -$260K -21,556 -22%
MML Investors Services
117
MML Investors Services
Massachusetts
$940K -$266K -12,752 -22%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$935K +$935K +44,812 New
CA
119
Cambridge Advisors
Nebraska
$879K -$125 -6 -0%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$827K +$764K +36,650 +1,219%
PMG
121
ProVise Management Group
Florida
$824K +$824K +39,492 New
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$818K +$411K +19,706 +101%
VCP
123
Vista Capital Partners
Oregon
$797K +$584 +28 +0.1%
FCIM
124
Fairview Capital Investment Management
California
$793K +$62.8K +3,010 +9%
SBH
125
Segall Bryant & Hamill
Illinois
$783K – – –
3 4
5
6 7