SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
151
AJ Wealth Strategies
New York
$237K -$5.87K -286 -2%
EHPM
152
Emery Howard Portfolio Management
California
$228K +$1.32K +64 +0.6%
EAM
153
Evanson Asset Management
California
$227K -$168K -8,162 -43%
BL
154
BFSG LLC
California
$224K +$224K +10,868 New
PA
155
Parallel Advisors
California
$223K -$306K -14,490 -58%
Brown Advisory
156
Brown Advisory
Maryland
$223K +$2.18K +106 +1%
GBT
157
Grove Bank & Trust
Florida
$222K +$222K +10,808 New
CPO
158
Cerity Partners OCIO
New York
$218K – – –
FA
159
FC Advisory
Pennsylvania
$216K +$216K +10,486 New
AAC
160
Asset Advisors Corp
Georgia
$210K -$51.4K -2,500 -20%
DI
161
Diligent Investors
California
$208K -$26.1K -1,266 -11%
TSWM
162
Triangle Securities Wealth Management
North Carolina
$208K – – –
Mariner
163
Mariner
Kansas
$207K -$7.76K -378 -4%
EK
164
Evensky & Katz
Florida
$206K +$1.19K +58 +0.6%
OFW
165
Omnia Family Wealth
Florida
$206K +$206K +10,000 New
TCM
166
Twele Capital Management
Minnesota
$202K – – –
RCA
167
Rowland Carmichael Advisors
Arizona
$190K – – –
WOC
168
West Oak Capital
California
$188K +$11.5K +558 +7%
WCM
169
Wealthcare Capital Management
Virginia
$175K +$124 +6 +0.1%
LCM
170
Liberty Capital Management
Michigan
$166K +$44.8K +2,170 +37%
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$142K +$823 +40 +0.6%
SWA
172
Sutton Wealth Advisors
Florida
$134K +$699 +34 +0.5%
CIR
173
Clear Investment Research
Georgia
$125K +$4.38K +212 +4%
EFSCE
174
Enterprise Financial Services Corp (EFSC)
Missouri
$121K – – –
AIS
175
Accurate Investment Solutions
Pennsylvania
$119K +$119K +5,784 New
5 6
7
8 9