SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
5.44%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.4%
New
37
Increased
98
Reduced
57
Closed
24
Calls
$2.84M
Puts
$1.39M
Net Calls
+$1.45M
Net Calls Change
+$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$477M
2
Creative Planning
2
Creative Planning
Kansas
$559M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$35.4M
4
Jane Street
4
Jane Street
New York
$4.65M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$38M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$88.2M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
3
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
ACM
4
Avalon Capital Management
California
$6.88M
5
VC
5
Vicus Capital
Pennsylvania
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
151
REDW Wealth
New Mexico
$205K +$205K +10,062 New
PIM
152
Penobscot Investment Management
Massachusetts
$201K – – –
RCA
153
Rowland Carmichael Advisors
Arizona
$188K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$184K -$68.8K -3,384 -27%
WCM
155
Wealthcare Capital Management
Virginia
$173K -$89.1K -4,372 -34%
WOC
156
West Oak Capital
California
$161K +$64K +3,138 +66%
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$135K -$13.6K -666 -9%
SEI Investments
158
SEI Investments
Pennsylvania
$133K +$16.8K +822 +14%
SWA
159
Sutton Wealth Advisors
Florida
$131K +$2.98K +146 +2%
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$120K +$120K +5,904 New
VNA
161
Valley National Advisers
Pennsylvania
$118K -$77.8K -3,812 -40%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$108K +$4.29K +210 +4%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$89K +$18.2K +898 +26%
SBL
164
Sargent Bickham Lagudis
Colorado
$87K -$39K -1,906 -31%
LCM
165
Liberty Capital Management
Michigan
$83K +$17.1K +838 +26%
MSFP
166
Mark Sheptoff Financial Planning
Connecticut
$79K +$41 +2 +0.1%
CFD
167
Creative Financial Designs
Indiana
$73K -$1.15M -56,260 -94%
BAM
168
Barrett Asset Management
New York
$65K +$6.09K +300 +10%
IWM
169
IHT Wealth Management
Illinois
$65K +$61.7K +1,992 +1,879%
AF
170
Allworth Financial
California
$61K +$61K +2,996 New
EA
171
Edge Advisors
Georgia
$60K – – –
AIA
172
Armor Investment Advisors
North Carolina
$58K -$12.9K -630 -18%
Citigroup
173
Citigroup
New York
$47K +$40.5K +2,000 +625%
CDIA
174
Capital Directions Investment Advisors
Georgia
$45K – – –
PO
175
Private Ocean
California
$42K +$123 +6 +0.3%
5 6
7
8 9