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Schwab US REIT ETF
SCHH

Overview Fund Activity

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$557M
2
FEG
2
Fund Evaluation Group
Ohio
$68.2M
3
Creative Planning
3
Creative Planning
Kansas
$632M
4
M&T Bank
4
M&T Bank
New York
$34.3M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$93.6M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$334K
2
NPC
2
National Planning Corporation
California
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5M
4
SC
4
Stratford Consulting
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
151
Bridgeworth
Alabama
$243K +$243K +11,960 New
MHS
152
M Holdings Securities
Oregon
$241K +$29.7K +1,442 +14%
DI
153
Diligent Investors
California
$234K +$7.08K +344 +3%
CA
154
Cetera Advisors
Colorado
$230K +$230K +11,102 New
EHPM
155
Emery Howard Portfolio Management
California
$227K +$1.32K +64 +0.6%
Brown Advisory
156
Brown Advisory
Maryland
$221K – – –
CPO
157
Cerity Partners OCIO
New York
$219K – – –
Mariner
158
Mariner
Kansas
$216K – – –
TSWM
159
Triangle Securities Wealth Management
North Carolina
$209K – – –
EK
160
Evensky & Katz
Florida
$205K +$193K +9,388 +1,641%
PIM
161
Penobscot Investment Management
Massachusetts
$204K – – –
TCM
162
Twele Capital Management
Minnesota
$203K +$203K +9,840 New
NFG
163
Next Financial Group
Texas
$196K +$168K +8,156 +611%
RCA
164
Rowland Carmichael Advisors
Arizona
$190K – – –
WOC
165
West Oak Capital
California
$177K +$14.1K +682 +9%
WCM
166
Wealthcare Capital Management
Virginia
$175K +$82 +4 +0%
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$141K +$5.09K +248 +4%
SWA
168
Sutton Wealth Advisors
Florida
$134K +$1.48K +72 +1%
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$122K – – –
CIR
170
Clear Investment Research
Georgia
$120K +$120K +5,842 New
LCM
171
Liberty Capital Management
Michigan
$118K +$36.3K +1,804 +44%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$106K -$2.92K -142 -3%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$90K +$82 +4 +0.1%
CG
174
Cutler Group
California
$87K +$87K +4,256 New
MSFP
175
Mark Sheptoff Financial Planning
Connecticut
$79K -$41 -2 -0.1%
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7
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