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Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$118K +$118K +5,730 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$117K +$11.4K +554 +11%
AFNAS
178
American Financial Network Advisory Services
California
$99K +$99K +4,810 New
PFBT
179
Parkside Financial Bank & Trust
Missouri
$90K +$82 +4 +0.1%
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$90K +$11.2K +548 +14%
CPP
181
Crow Point Partners
Massachusetts
$82K +$82K +3,976 New
SBL
182
Sargent Bickham Lagudis
Colorado
$79K +$2.05K +100 +3%
BAM
183
Barrett Asset Management
New York
$72K +$6.17K +300 +9%
CDIA
184
Capital Directions Investment Advisors
Georgia
$72K +$29K +1,420 +68%
SFSIG
185
San Francisco Sentry Investment Group
California
$63K – – –
EA
186
Edge Advisors
Georgia
$60K – – –
NSB
187
Norway Savings Bank
Maine
$59K – – –
VNA
188
Valley National Advisers
Pennsylvania
$57K -$11.6K -566 -17%
AIA
189
Armor Investment Advisors
North Carolina
$54K – – –
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K – – –
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$49K +$4.52K +222 +10%
NIC
192
Northwest Investment Counselors
Oregon
$46K – – –
PO
193
Private Ocean
California
$43K +$249 +12 +0.6%
DSN
194
D. Scott Neal
Kentucky
$43K +$8.42K +414 +24%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$40K – – –
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$40K +$40K +2,138 New
GWM
197
Geneos Wealth Management
Colorado
$39K +$34.9K +1,700 +850%
SA
198
SRH Advisors
Kansas
$36K +$16.1K +784 +81%
AA
199
AlphaMark Advisors
Kentucky
$33K +$10.3K +500 +45%
HNB
200
Huntington National Bank
Ohio
$31K – – –
6 7
8
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