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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$363M
2
CSIA
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$665M
2
FEG
Fund Evaluation Group
Ohio
$61.5M
3
WIC
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$754K +$754K +36,132 New
SS
127
Simplicity Solutions
Minnesota
$732K +$250 +12 +0%
3AM
128
3D Asset Management
Connecticut
$729K -$21K -1,008 -3%
B
129
Bailard
California
$690K +$41.2K +1,976 +6%
VAM
130
Visionary Asset Management
Texas
$682K -$36.9K -1,766 -5%
CA
131
Cetera Advisors
Colorado
$679K +$231K +11,060 +52%
MCM
132
Mainstay Capital Management
Michigan
$659K -$28.4K -1,362 -4%
PVH
133
Psagot Value Holdings
Israel
$626K -$417K -20,000 -40%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$607K +$209 +10 +0%
AWA
135
Alaska Wealth Advisors
Alaska
$603K -$2.63K -126 -0.4%
PFT
136
Providence First Trust
Arizona
$594K – – –
JIC
137
Johnson Investment Counsel
Ohio
$557K -$108K -5,178 -16%
AF
138
Advisornet Financial
Minnesota
$557K +$16.7K +798 +3%
GA
139
Gateway Advisory
New Jersey
$549K -$47.7K -2,286 -8%
AOWM
140
Alpha Omega Wealth Management
Virginia
$537K -$39.2K -1,880 -7%
JFA
141
JNBA Financial Advisors
Minnesota
$537K +$536K +25,690 +37,779%
SWM
142
SigFig Wealth Management
California
$535K -$33.7K -1,618 -6%
JC
143
Jentner Corp
Ohio
$535K +$25.7K +1,232 +5%
AWM
144
AE Wealth Management
Kansas
$517K -$13.3K -636 -3%
AMG
145
Asset Management Group
Connecticut
$517K +$3.55K +170 +0.7%
EK
146
Evensky & Katz
Florida
$515K -$407K -19,980 -44%
State Street
147
State Street
Massachusetts
$514K – – –
PA
148
PFG Advisors
Arizona
$512K +$10.6K +528 +2%
A
149
AdvicePeriod
California
$509K +$20.3K +974 +4%
BIA
150
Bigelow Investment Advisors
Maine
$500K -$6.88K -330 -1%
4 5
6
7 8