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Schwab US REIT ETF
SCHH

Overview Fund Activity

269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
32
Increased
127
Reduced
73
Closed
38
Calls
$643K
Puts
$390K
Net Calls
+$253K
Net Calls Change
+$377K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$830M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
3
Charles Schwab
Charles Schwab
California
$42.2M
4
UBS AM
UBS AM
Illinois
$16.4M
5
FEG
Fund Evaluation Group
Ohio
$68M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$638M
2
QI
QS Investors
New York
$11.4M
3
MWA
MFA Wealth Advisors
Pennsylvania
$1.27M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0
5
LYV
Live Your Vision
Pennsylvania
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
151
Lee Financial
Texas
$327K -$302K -15,792 -48%
KC
152
Kingfisher Capital
North Carolina
$327K -$230 -12 -0.1%
FA
153
FC Advisory
Pennsylvania
$325K +$86.5K +4,524 +36%
HighTower Advisors
154
HighTower Advisors
Illinois
$311K +$94.6K +4,942 +44%
BCMO
155
Buckingham Capital Management (Ohio)
Ohio
$307K +$2.1K +110 +0.7%
RW
156
REDW Wealth
New Mexico
$304K +$68.6K +3,588 +29%
BRWA
157
B. Riley Wealth Advisors
Florida
$279K +$35.8K +1,870 +15%
PHAM
158
Palisades Hudson Asset Management
Florida
$278K +$5.9K +308 +2%
SWM
159
Stockman Wealth Management
Montana
$272K +$272K +14,200 New
NFG
160
Next Financial Group
Texas
$271K +$271K +14,172 New
WJA
161
Williams Jones & Associates
New York
$268K +$268K +14,000 New
SFG
162
StrategIQ Financial Group
Indiana
$266K -$5.74K -300 -2%
LWAC
163
Laurel Wealth Advisors (California)
California
$264K +$264K +13,808 New
CAMG
164
CWA Asset Management Group
Florida
$263K +$1.88K +98 +0.7%
ACM
165
AlphaStar Capital Management
North Carolina
$261K +$261K +13,642 New
BL
166
BFSG LLC
California
$258K +$30.9K +1,612 +14%
SPC
167
Sigma Planning Corp
Michigan
$256K -$42.9K -2,244 -14%
EHPM
168
Emery Howard Portfolio Management
California
$240K +$27K +1,414 +13%
MHS
169
M Holdings Securities
Oregon
$232K +$26.3K +1,376 +13%
PIM
170
Penobscot Investment Management
Massachusetts
$230K -$11.5K -600 -5%
TL
171
TrueWealth LLC
Georgia
$227K +$19.8K +1,036 +10%
Stifel Financial
172
Stifel Financial
Missouri
$226K -$3.51M -192,878 -94%
CG
173
Colony Group
Massachusetts
$214K -$16.5K -864 -7%
EAM
174
Evanson Asset Management
California
$212K +$880 +46 +0.4%
WOC
175
West Oak Capital
California
$212K +$212K +11,060 New
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7
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