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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.

New
Increased
Maintained
Reduced
Closed
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 %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$591K -$208K -9,980 -26%
AF
127
Advisornet Financial
Minnesota
$555K +$555K +26,690 New
NSAM
128
North Star Asset Management
Wisconsin
$540K -$50.5K -2,430 -9%
DSN
129
D. Scott Neal
Kentucky
$538K +$494K +23,738 +1,123%
TRCT
130
Tower Research Capital (TRC)
New York
$537K -$31.9K -1,534 -6%
State Street
131
State Street
Massachusetts
$532K +$13.7K +658 +3%
PAG
132
Private Advisor Group
New Jersey
$513K -$1.59M -77,526 -76%
TF
133
Tompkins Financial
New York
$511K +$181K +8,692 +55%
JC
134
Jentner Corp
Ohio
$510K -$18.6K -894 -4%
AMG
135
Asset Management Group
Connecticut
$509K +$3.79K +182 +0.7%
AA
136
Ancora Advisors
Ohio
$503K – – –
MCM
137
Mainstay Capital Management
Michigan
$498K +$498K +23,914 New
PA
138
PFG Advisors
Arizona
$496K +$496K +23,824 New
VCP
139
Vista Capital Partners
Oregon
$487K +$53.5K +2,568 +12%
BIA
140
Bigelow Investment Advisors
Maine
$482K +$482K +23,164 New
OIA
141
OneDigital Investment Advisors
Kansas
$464K -$58K -2,786 -11%
PFM
142
Phillips Financial Management
Indiana
$460K +$25.5K +1,254 +6%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$449K +$130K +6,270 +41%
CA
144
Cetera Advisors
Colorado
$446K +$206K +9,854 +86%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$437K -$14.1K -678 -3%
SS
146
Simplicity Solutions
Minnesota
$437K +$437K +20,976 New
H
147
HoyleCohen
California
$419K +$419K +20,116 New
SEI Investments
148
SEI Investments
Pennsylvania
$413K +$30.6K +1,468 +8%
AWA
149
Acorn Wealth Advisors
Michigan
$409K +$409K +20,058 New
HCM
150
Hengehold Capital Management
Ohio
$403K -$22.5K -1,080 -5%
4 5
6
7 8