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Schwab US REIT ETF
SCHH

Overview Fund Activity

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$557M
2
FEG
2
Fund Evaluation Group
Ohio
$68.2M
3
Creative Planning
3
Creative Planning
Kansas
$632M
4
M&T Bank
4
M&T Bank
New York
$34.3M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$93.6M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$334K
2
NPC
2
National Planning Corporation
California
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5M
4
SC
4
Stratford Consulting
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
AllSquare Wealth Management
New York
$16K – – –
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$14K – – –
HFM
203
Hartford Financial Management
Connecticut
$14K +$14K +710 New
FANJ
204
Financial Architects (New Jersey)
New Jersey
$12K – – –
LNB
205
Ledyard National Bank
$10K – – –
FA
206
Fortis Advisors
Pennsylvania
$8K – – –
WTC
207
WhitTier Trust Company
Nevada
$8K – – –
TIM
208
Tortoise Investment Management
New York
$7K – – –
GRP
209
Global Retirement Partners
California
$6K +$6K +290 New
ACM
210
AlphaStar Capital Management
North Carolina
$6K +$6K +302 New
HCM
211
Horrell Capital Management
Arkansas
$5K – – –
PK
212
Pflug Koory
Nebraska
$5K – – –
VIA
213
Vantage Investment Advisors
Pennsylvania
$5K +$42 +2 +0.8%
RFM
214
Royal Fund Management
Florida
$4K – – –
GWM
215
Geneos Wealth Management
Colorado
$4K – – –
GBBWRPM
216
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$36 +2 +0.9%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +176 New
SSB
218
Sandy Spring Bank
Maryland
$3K – – –
OAM
219
Oppenheimer Asset Management
New York
$3K +$44 +2 +1%
AIM
220
Advantage Investment Management
Iowa
$2K -$1.19K -68 -37%
SPIA
221
Steward Partners Investment Advisory
New York
$2K +$571 +32 +40%
PG
222
Patten Group
Tennessee
$1K -$12.1K -558 -92%
RFA
223
Reilly Financial Advisors
California
$1K – – –
ADL
224
Asset Dedication LLC
California
$1K – – –
DOA
225
D'Orazio & Associates
Virginia
$1K +$1K +44 New
6 7 8
9
10