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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 %
PFM
126
Phillips Financial Management
Indiana
$420K +$420K +20,316 New
FI
127
FormulaFolio Investments
Michigan
$419K +$419K +20,312 New
ASN
128
Advisory Services Network
Georgia
$415K +$173K +8,378 +71%
PWM
129
Perigon Wealth Management
California
$410K -$50.4K -2,444 -11%
AA
130
Advisory Alpha
Michigan
$410K -$45.3K -2,190 -10%
EAM
131
Evanson Asset Management
California
$396K +$95.7K +4,640 +32%
PHAM
132
Palisades Hudson Asset Management
Florida
$388K -$15K -728 -4%
GT
133
Glenmede Trust
Pennsylvania
$377K – – –
SEI Investments
134
SEI Investments
Pennsylvania
$375K +$241K +11,668 +179%
CA
135
Corrado Advisors
New Jersey
$368K +$368K +17,878 New
GC
136
Gratus Capital
Georgia
$334K -$8.45M -410,346 -96%
SPC
137
Sigma Planning Corp
Michigan
$334K +$17.1K +830 +5%
BCMO
138
Buckingham Capital Management (Ohio)
Ohio
$330K +$25.8K +1,250 +8%
SFPM
139
Sensible Financial Planning & Management
Massachusetts
$309K +$309K +15,012 New
Wolverine Trading
140
Wolverine Trading
Illinois
$307K -$52.6K -2,548 -15%
TF
141
Tompkins Financial
New York
$295K +$45.2K +2,192 +18%
KC
142
Kingfisher Capital
North Carolina
$289K +$3.83K +186 +1%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$289K +$43K +2,100 +17%
SFG
144
StrategIQ Financial Group
Indiana
$284K +$10.8K +524 +4%
CAMG
145
CWA Asset Management Group
Florida
$277K +$42.2K +2,048 +18%
AAC
146
Asset Advisors Corp
Georgia
$262K – – –
CWP
147
Capital Wealth Planning
Florida
$258K +$258K +12,514 New
SDWMA
148
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$247K +11,964 New
AWS
149
AJ Wealth Strategies
New York
$244K +$124 +6 +0.1%
RW
150
REDW Wealth
New Mexico
$244K +$36.3K +1,756 +17%
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