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Schwab US REIT ETF
SCHH

Overview Fund Activity

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$557M
2
FEG
2
Fund Evaluation Group
Ohio
$68.2M
3
Creative Planning
3
Creative Planning
Kansas
$632M
4
M&T Bank
4
M&T Bank
New York
$34.3M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$93.6M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$334K
2
NPC
2
National Planning Corporation
California
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5M
4
SC
4
Stratford Consulting
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
176
Sargent Bickham Lagudis
Colorado
$77K -$10K -490 -12%
VNA
177
Valley National Advisers
Pennsylvania
$69K -$50.6K -2,446 -42%
BAM
178
Barrett Asset Management
New York
$66K – – –
SFSIG
179
San Francisco Sentry Investment Group
California
$63K +$63K +3,054 New
AF
180
Allworth Financial
California
$62K – – –
EA
181
Edge Advisors
Georgia
$60K – – –
NSB
182
Norway Savings Bank
Maine
$59K +$59K +2,870 New
AIA
183
Armor Investment Advisors
North Carolina
$54K -$4.1K -200 -7%
Manulife (Manufacturers Life Insurance)
184
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K +$49K +2,384 New
CFD
185
Creative Financial Designs
Indiana
$46K -$27.3K -1,330 -37%
NIC
186
Northwest Investment Counselors
Oregon
$46K +$46K +2,230 New
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$45K +$3.54K +172 +9%
CDIA
188
Capital Directions Investment Advisors
Georgia
$43K -$2.46K -120 -5%
Citigroup
189
Citigroup
New York
$42K -$6.1K -294 -13%
PO
190
Private Ocean
California
$42K +$245 +12 +0.6%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$41K +$5.76K +276 +16%
DSN
192
D. Scott Neal
Kentucky
$35K +$18.6K +904 +114%
DADC
193
D.A. Davidson & Co
Montana
$32K – – –
RBC
194
Roble Belko & Company
Pennsylvania
$29K +$7.09K +342 +32%
BC
195
Bartlett & Co
Ohio
$25K – – –
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$25K +$4.34K +212 +21%
BC
197
Barnett & Company
Tennessee
$23K – – –
AA
198
AlphaMark Advisors
Kentucky
$23K – – –
SA
199
SRH Advisors
Kansas
$20K – – –
SF
200
Synovus Financial
Georgia
$18K +$18K +842 New
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