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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 %
Betterment LLC
176
Betterment LLC
New York
$277K +$277K +13,264 New
BL
177
BFSG LLC
California
$275K -$6.74K -322 -2%
MHS
178
M Holdings Securities
Oregon
$254K -$84 -4 -0%
PIM
179
Penobscot Investment Management
Massachusetts
$251K – – –
NFG
180
Next Financial Group
Texas
$242K -$53.5K -2,564 -18%
BCM
181
Breiter Capital Management
Florida
$238K +$238K +11,416 New
SFG
182
StrategIQ Financial Group
Indiana
$235K -$55.7K -2,664 -19%
CG
183
Colony Group
Massachusetts
$234K – – –
EAM
184
Evanson Asset Management
California
$232K – – –
PWM
185
Perigon Wealth Management
California
$231K +$216K +10,332 +1,468%
SFA
186
Sequoia Financial Advisors
Ohio
$225K +$225K +10,790 New
Brown Advisory
187
Brown Advisory
Maryland
$224K – – –
LF
188
Lee Financial
Texas
$220K -$138K -6,588 -39%
DAS
189
Dynamic Advisor Solutions
Arizona
$211K +$211K +10,108 New
TCM
190
Twele Capital Management
Minnesota
$204K +$204K +9,762 New
CCM
191
Carlson Capital Management
Minnesota
$203K +$203K +9,704 New
WOC
192
West Oak Capital
California
$200K -$31K -1,482 -13%
RCA
193
Rowland Carmichael Advisors
Arizona
$193K – – –
WCM
194
Wealthcare Capital Management
Virginia
$178K – – –
LYV
195
Live Your Vision
Pennsylvania
$152K -$3.58K -170 -2%
SWA
196
Sutton Wealth Advisors
Florida
$140K +$4.22K +202 +3%
TL
197
TrueWealth LLC
Georgia
$136K -$112K -5,362 -45%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$129K -$21.9K -1,050 -14%
WAM
199
Wealthspire Advisors (Maryland)
Maryland
$125K -$11.7K -560 -9%
SHJ
200
Sharkey, Howes & Javer
Colorado
$117K +$8.9K +426 +8%
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