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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
Financial Engines Advisors
California
$255M
3
HA
Hays Advisory
Tennessee
$12.6M
4
ACM
Avalon Capital Management
California
$11.3M
5
PC
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$687M
2
AG
Appleton Group
Wisconsin
$0
3
FEG
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
M&T Bank
New York
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$452K +$9.31K +442 +2%
ACM
152
AlphaStar Capital Management
North Carolina
$443K +$158K +7,582 +56%
FWCM
153
Ferguson Wellman Capital Management
Oregon
$430K -$107K -5,110 -20%
H
154
HoyleCohen
California
$429K – – –
B
155
Bridgeworth
Alabama
$422K +$6.46K +310 +2%
PFM
156
Peak Financial Management
Massachusetts
$408K +$32.3K +1,550 +9%
Koshinski Asset Management
157
Koshinski Asset Management
Illinois
$407K -$60.3K -2,890 -13%
CG
158
Corundum Group
Colorado
$401K +$401K +19,176 New
AWA
159
Acorn Wealth Advisors
Michigan
$389K +$621 +30 +0.2%
FA
160
FC Advisory
Pennsylvania
$389K +$34.1K +1,634 +10%
HighTower Advisors
161
HighTower Advisors
Illinois
$385K +$47.7K +2,296 +14%
LJAC
162
L.J. Altfest & Co
New York
$383K +$1.21K +58 +0.3%
RPGK
163
Retirement Planning Group (Kansas)
Kansas
$377K -$3.83M -183,610 -91%
KC
164
Kingfisher Capital
North Carolina
$375K +$18.4K +880 +5%
HCM
165
Hengehold Capital Management
Ohio
$368K -$30.2K -1,448 -8%
HF
166
HRT Financial
New York
$347K +$347K +16,626 New
SC
167
Slow Capital
California
$338K -$64.3K -3,074 -16%
OIA
168
OneDigital Investment Advisors
Kansas
$336K -$142K -6,820 -30%
RW
169
REDW Wealth
New Mexico
$331K -$918 -44 -0.3%
PHAM
170
Palisades Hudson Asset Management
Florida
$327K +$23.7K +1,136 +8%
EHPM
171
Emery Howard Portfolio Management
California
$325K +$62.5K +2,990 +24%
BRWA
172
B. Riley Wealth Advisors
Florida
$321K +$15.9K +760 +5%
BSW
173
Buckingham Strategic Wealth
Missouri
$310K +$310K +14,852 New
CAMG
174
CWA Asset Management Group
Florida
$287K – – –
SPC
175
Sigma Planning Corp
Michigan
$281K +$1.38K +66 +0.5%
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7
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