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Schwab US REIT ETF
SCHH

Overview Fund Activity

218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
5.44%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.4%
New
37
Increased
98
Reduced
57
Closed
24
Calls
$2.84M
Puts
$1.39M
Net Calls
+$1.45M
Net Calls Change
+$2.39M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$477M
2
Creative Planning
Creative Planning
Kansas
$559M
3
Financial Engines Advisors
Financial Engines Advisors
California
$35.4M
4
Jane Street
Jane Street
New York
$4.65M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$38M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$88.2M
2
AMI
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
ACM
Avalon Capital Management
California
$6.88M
5
VC
Vicus Capital
Pennsylvania
$784K
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
201
Vantage Investment Advisors
Pennsylvania
$5K +$339 +16 +7%
PB
202
Pinnacle Bancorp
Nebraska
$5K +$5K +240 New
Simplex Trading
203
Simplex Trading
Illinois
$5K +$5K +288 New
HCM
204
Horrell Capital Management
Arkansas
$4K -$9.38K -516 -70%
GWM
205
Geneos Wealth Management
Colorado
$4K -$2.68K -134 -40%
AIM
206
Advantage Investment Management
Iowa
$4K +$1.5K +68 +60%
RFM
207
Royal Fund Management
Florida
$4K +$4K +200 New
SSB
208
Sandy Spring Bank
Maryland
$3K – – –
OAM
209
Oppenheimer Asset Management
New York
$3K +$3K +134 New
ADL
210
Asset Dedication LLC
California
$1K -$32K -1,216 -97%
RFA
211
Reilly Financial Advisors
California
$1K +$1K +26 New
SPIA
212
Steward Partners Investment Advisory
New York
$1K +$1K +80 New
SIM
213
Sonora Investment Management
Arizona
$652 – – –
NDSI
214
Newman Dignan & Sheerar Inc
Rhode Island
$372 +$372 +18,230 New
Walleye Trading
215
Walleye Trading
New York
$101 -$17 -824 -14%
AMI
216
Amica Mutual Insurance
Rhode Island
– -$27.3M -1,331,174 Closed
APFBOT
217
Amica Pension Fund Board of Trustees
Rhode Island
– -$20M -976,078 Closed
FI
218
FormulaFolio Investments
Michigan
– -$3.67M -178,644 Closed
ARMT
219
Amica Retiree Medical Trust
Rhode Island
– -$3.09M -150,670 Closed
SSI
220
Scott & Selber Inc
Texas
– -$2.93M -142,912 Closed
BTS
221
BB&T Securities
Virginia
– -$2.33M -109,274 Closed
MIAN
222
Mariner Independent Advisor Network
Kansas
– -$2.05M -99,900 Closed
IAS
223
IMA Advisory Services
Colorado
– -$1.98M -96,686 Closed
FA
224
Fagan Associates
New York
– -$803K -39,146 Closed
FFA
225
First Foundation Advisors
California
– -$550K -26,810 Closed
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