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Schwab US REIT ETF
SCHH

Overview Fund Activity

269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
32
Increased
127
Reduced
73
Closed
38
Calls
$643K
Puts
$390K
Net Calls
+$253K
Net Calls Change
+$377K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$830M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
3
Charles Schwab
Charles Schwab
California
$42.2M
4
UBS AM
UBS AM
Illinois
$16.4M
5
FEG
Fund Evaluation Group
Ohio
$68M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$638M
2
QI
QS Investors
New York
$11.4M
3
MWA
MFA Wealth Advisors
Pennsylvania
$1.27M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0
5
LYV
Live Your Vision
Pennsylvania
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
126
Ferguson Wellman Capital Management
Oregon
$491K -$95.5K -5,000 -16%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$478K -$1.73M -90,312 -78%
PA
128
PFG Advisors
Arizona
$476K +$20.8K +1,086 +5%
JC
129
Jentner Corp
Ohio
$473K +$4.7K +246 +1%
BIA
130
Bigelow Investment Advisors
Maine
$472K +$29.4K +1,540 +7%
AMG
131
Asset Management Group
Connecticut
$471K +$3.14K +164 +0.7%
AA
132
Ancora Advisors
Ohio
$462K – – –
OIA
133
OneDigital Investment Advisors
Kansas
$438K +$11.8K +618 +3%
SS
134
Simplicity Solutions
Minnesota
$433K +$31.7K +1,658 +8%
PFM
135
Phillips Financial Management
Indiana
$429K -$2.98K -156 -0.7%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$428K -$249K -13,048 -37%
A
137
AdvicePeriod
California
$419K +$56.6K +2,962 +16%
Citadel Advisors
138
Citadel Advisors
Florida
$417K +$417K +21,830 New
NSAM
139
North Star Asset Management
Wisconsin
$407K -$89.7K -4,690 -18%
CA
140
Cetera Advisors
Colorado
$398K -$6.33K -334 -2%
H
141
HoyleCohen
California
$393K +$8.3K +434 +2%
OCM
142
One Capital Management
California
$379K +$46K +2,400 +14%
B
143
Bridgeworth
Alabama
$378K +$378K +19,932 New
SEI Investments
144
SEI Investments
Pennsylvania
$372K -$6.76K -354 -2%
SC
145
Slow Capital
California
$368K +$368K +19,232 New
AWA
146
Acorn Wealth Advisors
Michigan
$365K -$25.5K -1,310 -7%
HCM
147
Hengehold Capital Management
Ohio
$365K -$5.93K -310 -2%
LJAC
148
L.J. Altfest & Co
New York
$350K +$350K +18,292 New
FCIM
149
Fairview Capital Investment Management
California
$347K +$347K +18,180 New
PFM
150
Peak Financial Management
Massachusetts
$344K -$580K -30,354 -63%
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