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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$363M
2
CSIA
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$665M
2
FEG
Fund Evaluation Group
Ohio
$61.5M
3
WIC
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Ancora Advisors
Ohio
$500K +$14.3K +688 +3%
OCM
152
One Capital Management
California
$480K +$17.3K +830 +4%
Stifel Financial
153
Stifel Financial
Missouri
$470K -$239K -11,416 -34%
PFM
154
Phillips Financial Management
Indiana
$458K -$5.91K -286 -1%
H
155
HoyleCohen
California
$447K +$18K +860 +4%
NSAM
156
North Star Asset Management
Wisconsin
$440K -$11.5K -550 -3%
TF
157
Tompkins Financial
New York
$426K -$85.6K -4,098 -17%
WAM
158
Wakefield Asset Management
Colorado
$426K +$426K +20,424 New
AWA
159
Acorn Wealth Advisors
Michigan
$412K +$29.9K +1,468 +8%
PFM
160
Peak Financial Management
Massachusetts
$411K +$2.72K +130 +0.7%
EHPM
161
Emery Howard Portfolio Management
California
$397K +$72.4K +3,466 +22%
FA
162
FC Advisory
Pennsylvania
$394K +$4.8K +230 +1%
Renaissance Technologies
163
Renaissance Technologies
New York
$388K +$388K +18,600 New
LJAC
164
L.J. Altfest & Co
New York
$384K +$1K +48 +0.3%
KC
165
Kingfisher Capital
North Carolina
$383K +$7.68K +368 +2%
FWCM
166
Ferguson Wellman Capital Management
Oregon
$379K -$50.1K -2,402 -12%
SC
167
Slow Capital
California
$377K +$39.7K +1,904 +12%
ACM
168
AlphaStar Capital Management
North Carolina
$358K -$200K -7,596 -36%
HCM
169
Hengehold Capital Management
Ohio
$354K -$14K -670 -4%
RW
170
REDW Wealth
New Mexico
$350K +$18.6K +890 +6%
OIA
171
OneDigital Investment Advisors
Kansas
$338K +$2.33K +112 +0.7%
PHAM
172
Palisades Hudson Asset Management
Florida
$329K +$1.88K +90 +0.6%
BIM
173
Bridges Investment Management
Nebraska
$328K -$556K -26,628 -63%
BSW
174
Buckingham Strategic Wealth
Missouri
$326K +$15.9K +762 +5%
BRWA
175
B. Riley Wealth Advisors
Florida
$321K -$587 -28 -0.2%
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