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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 %
ACA
176
Atlas Capital Advisors
Wyoming
$312K +$312K +15,272 New
BCM
177
Breiter Capital Management
Florida
$300K +$61.7K +2,956 +26%
B
178
Bridgeworth
Alabama
$295K -$21.5K -1,374 -7%
CAMG
179
CWA Asset Management Group
Florida
$289K +$2.09K +100 +0.7%
SPC
180
Sigma Planning Corp
Michigan
$273K -$7.9K -378 -3%
BL
181
BFSG LLC
California
$268K -$5.88K -282 -2%
FNBT
182
FineMark National Bank & Trust
Florida
$265K +$265K +12,682 New
AWMG
183
Alliance Wealth Management Group
New Jersey
$263K -$476K -22,794 -64%
MHS
184
M Holdings Securities
Oregon
$253K -$417 -20 -0.2%
PFA
185
Pure Financial Advisors
California
$252K +$252K +12,096 New
TRCT
186
Tower Research Capital (TRC)
New York
$248K +$248K +11,908 New
PIM
187
Penobscot Investment Management
Massachusetts
$247K -$4.18K -200 -2%
RPGK
188
Retirement Planning Group (Kansas)
Kansas
$240K -$136K -6,548 -36%
MG
189
Mather Group
Illinois
$232K -$973K -46,730 -81%
EAM
190
Evanson Asset Management
California
$232K +$1K +48 +0.4%
SFA
191
Sequoia Financial Advisors
Ohio
$231K +$5.76K +276 +3%
CG
192
Colony Group
Massachusetts
$230K -$3.25K -156 -1%
Brown Advisory
193
Brown Advisory
Maryland
$224K – – –
KWM
194
Kingsview Wealth Management
Oregon
$217K +$217K +10,410 New
FA
195
FDx Advisors
Illinois
$208K +$208K +9,968 New
LF
196
Lee Financial
Texas
$203K -$16.4K -786 -7%
CCM
197
Carlson Capital Management
Minnesota
$201K -$1.13K -54 -0.6%
RCA
198
Rowland Carmichael Advisors
Arizona
$193K – – –
LWAC
199
Laurel Wealth Advisors (California)
California
$193K +$193K +9,264 New
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$181K +$51.7K +2,480 +40%
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