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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
Financial Engines Advisors
California
$255M
3
HA
Hays Advisory
Tennessee
$12.6M
4
ACM
Avalon Capital Management
California
$11.3M
5
PC
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$687M
2
AG
Appleton Group
Wisconsin
$0
3
FEG
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
M&T Bank
New York
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$708K +$449K +21,506 +173%
MCM
127
Mainstay Capital Management
Michigan
$688K +$73.5K +3,518 +12%
JIC
128
Johnson Investment Counsel
Ohio
$666K +$666K +31,930 New
B
129
Bailard
California
$650K -$17.9K -856 -3%
PAG
130
Private Advisor Group
New Jersey
$617K -$850K -41,000 -58%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$608K +$10.4K +496 +2%
AWA
132
Alaska Wealth Advisors
Alaska
$606K -$360K -17,240 -37%
GA
133
Gateway Advisory
New Jersey
$598K -$252K -12,050 -30%
PFT
134
Providence First Trust
Arizona
$595K – – –
AOWM
135
Alpha Omega Wealth Management
Virginia
$577K -$42.6K -2,040 -7%
SWM
136
SigFig Wealth Management
California
$570K -$48K -2,296 -8%
AF
137
Advisornet Financial
Minnesota
$541K -$12.9K -616 -2%
AWM
138
AE Wealth Management
Kansas
$531K -$65.6K -3,142 -11%
PA
139
PFG Advisors
Arizona
$524K +$3.18K +152 +0.6%
State Street
140
State Street
Massachusetts
$515K -$54.5K -2,608 -10%
AMG
141
Asset Management Group
Connecticut
$514K +$125 +6 +0%
TF
142
Tompkins Financial
New York
$512K -$354K -16,922 -41%
JC
143
Jentner Corp
Ohio
$510K -$7.14K -342 -1%
BIA
144
Bigelow Investment Advisors
Maine
$508K -$8.36K -400 -2%
SEI Investments
145
SEI Investments
Pennsylvania
$500K +$92.8K +4,440 +23%
A
146
AdvicePeriod
California
$490K +$32K +1,532 +7%
AA
147
Ancora Advisors
Ohio
$487K -$17.9K -858 -4%
PFM
148
Phillips Financial Management
Indiana
$465K -$912 -44 -0.2%
OCM
149
One Capital Management
California
$463K +$49.3K +2,360 +12%
NSAM
150
North Star Asset Management
Wisconsin
$452K +$7.31K +350 +2%
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