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Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
VCM
Vigilant Capital Management
Maine
$15K
3
UBS AM
UBS AM
Illinois
$4.61M
4
TCM
Tradewinds Capital Management
Washington
$1.36M
5
PMG
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
176
Evanson Asset Management
California
$230K -$83 -4 -0%
KWM
177
Kingsview Wealth Management
Oregon
$228K +$228K +10,936 New
MWM
178
Mission Wealth Management
California
$228K +$228K +10,976 New
TL
179
TrueWealth LLC
Georgia
$226K +$226K +10,852 New
Brown Advisory
180
Brown Advisory
Maryland
$225K – – –
MHS
181
M Holdings Securities
Oregon
$224K -$30.6K -1,470 -12%
LFG
182
Larson Financial Group
Missouri
$224K +$224K +10,764 New
CPO
183
Cerity Partners OCIO
New York
$219K -$2.5K -120 -1%
AWS
184
AJ Wealth Strategies
New York
$218K -$22.3K -1,070 -9%
RCA
185
Rowland Carmichael Advisors
Arizona
$217K +$24.5K +1,174 +13%
EK
186
Evensky & Katz
Florida
$215K +$7.02K +338 +3%
OFW
187
Omnia Family Wealth
Florida
$208K – – –
TCM
188
Twele Capital Management
Minnesota
$205K – – –
LCM
189
Liberty Capital Management
Michigan
$201K +$42.1K +2,132 +27%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$193K +$74.8K +3,608 +63%
WCM
191
Wealthcare Capital Management
Virginia
$177K +$166 +8 +0.1%
SHJ
192
Sharkey, Howes & Javer
Colorado
$156K -$111K -5,312 -42%
TWA
193
TCI Wealth Advisors
Arizona
$155K +$155K +7,450 New
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$136K -$7.88K -378 -5%
FRA
195
Front Row Advisors
California
$127K +$127K +6,120 New
CIR
196
Clear Investment Research
Georgia
$126K – – –
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$123K – – –
SWP
198
Stratos Wealth Partners
Ohio
$113K +$113K +5,444 New
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$110K +$65.3K +3,126 +146%
SBL
200
Sargent Bickham Lagudis
Colorado
$105K +$24.5K +1,176 +30%
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