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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 %
ZIC
126
ZWJ Investment Counsel
Georgia
$452K – – –
Natixis Advisors
127
Natixis Advisors
Massachusetts
$445K -$4.77K -232 -1%
PFM
128
Phillips Financial Management
Indiana
$440K +$22.1K +1,074 +5%
VCP
129
Vista Capital Partners
Oregon
$428K +$4.85K +236 +1%
HCM
130
Hengehold Capital Management
Ohio
$421K +$494 +24 +0.1%
PWM
131
Perigon Wealth Management
California
$407K -$2.02K -98 -0.5%
SEI Investments
132
SEI Investments
Pennsylvania
$378K +$3.5K +170 +0.9%
OCM
133
One Capital Management
California
$378K +$378K +18,390 New
KC
134
Kingfisher Capital
North Carolina
$339K +$50K +2,428 +17%
SPC
135
Sigma Planning Corp
Michigan
$328K -$5.8K -282 -2%
TF
136
Tompkins Financial
New York
$326K +$32K +1,556 +11%
BCMO
137
Buckingham Capital Management (Ohio)
Ohio
$325K -$3.86K -188 -1%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$317K +$27.1K +1,320 +9%
PHAM
139
Palisades Hudson Asset Management
Florida
$290K -$96.3K -4,692 -25%
SFG
140
StrategIQ Financial Group
Indiana
$286K +$2.55K +124 +0.9%
CA
141
Corrado Advisors
New Jersey
$281K -$86.2K -4,196 -23%
CAMG
142
CWA Asset Management Group
Florida
$278K +$1.56K +76 +0.6%
Citadel Advisors
143
Citadel Advisors
Florida
$277K +$277K +13,468 New
SDWMA
144
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K +$24.9K +1,212 +10%
SHJ
145
Sharkey, Howes & Javer
Colorado
$265K -$6.25M -301,842 -96%
PIM
146
Penobscot Investment Management
Massachusetts
$260K +$56.5K +2,740 +28%
TI
147
Truepoint Inc
Ohio
$254K +$254K +12,330 New
MHS
148
M Holdings Securities
Oregon
$252K +$11.4K +556 +5%
RW
149
REDW Wealth
New Mexico
$246K +$3.29K +160 +1%
CA
150
Cetera Advisors
Colorado
$238K +$8.16K +394 +4%
4 5
6
7 8