SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
3
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
VCM
2
Vigilant Capital Management
Maine
$15K
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
TCM
4
Tradewinds Capital Management
Washington
$1.36M
5
PMG
5
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
A
151
AdvicePeriod
California
$394K +$394K +18,948 New
GBT
152
Grove Bank & Trust
Florida
$383K +$158K +7,590 +70%
BFEC
153
Benjamin F. Edwards & Company
Missouri
$382K +$263K +12,624 +220%
VC
154
Vicus Capital
Pennsylvania
$362K -$262K -12,616 -42%
OCM
155
One Capital Management
California
$362K -$20.8K -998 -5%
KC
156
Kingfisher Capital
North Carolina
$356K +$13.4K +646 +4%
BCMO
157
Buckingham Capital Management (Ohio)
Ohio
$332K +$2.83K +136 +0.9%
TSS
158
Two Sigma Securities
New York
$331K +$331K +15,908 New
Renaissance Technologies
159
Renaissance Technologies
New York
$329K +$329K +15,800 New
SPC
160
Sigma Planning Corp
Michigan
$325K -$6.66K -320 -2%
Millennium Management
161
Millennium Management
New York
$299K +$299K +14,390 New
PHAM
162
Palisades Hudson Asset Management
Florida
$296K +$1.83K +88 +0.6%
SFG
163
StrategIQ Financial Group
Indiana
$296K +$6.58K +316 +2%
CAMG
164
CWA Asset Management Group
Florida
$284K +$2.21K +106 +0.8%
CA
165
Corrado Advisors
New Jersey
$283K -$2.13K -102 -0.7%
BRWA
166
B. Riley Wealth Advisors
Florida
$265K +$265K +12,708 New
PIM
167
Penobscot Investment Management
Massachusetts
$263K – – –
FA
168
FC Advisory
Pennsylvania
$260K +$41.6K +1,996 +19%
RW
169
REDW Wealth
New Mexico
$256K +$7.07K +340 +3%
CG
170
Colony Group
Massachusetts
$251K +$251K +12,064 New
BL
171
BFSG LLC
California
$247K +$20.5K +986 +9%
HighTower Advisors
172
HighTower Advisors
Illinois
$234K +$234K +11,298 New
EHPM
173
Emery Howard Portfolio Management
California
$232K +$1.5K +72 +0.7%
TC
174
Trust Company
Kansas
$232K +$232K +11,154 New
SDWMA
175
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K -$44.6K -2,142 -16%
5 6
7
8 9