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Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
201
Roble Belko & Company
Pennsylvania
$29K +$83 +4 +0.3%
Citigroup
202
Citigroup
New York
$28K -$14.4K -688 -34%
CFD
203
Creative Financial Designs
Indiana
$26K -$19.9K -972 -43%
BC
204
Bartlett & Co
Ohio
$25K – – –
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$24K -$646 -32 -3%
NFG
206
Next Financial Group
Texas
$18K -$187K -8,656 -91%
AWM
207
AllSquare Wealth Management
New York
$16K – – –
HIIFS
208
Harel Insurance Investments & Financial Services
Israel
$14K – – –
SIM
209
Sonora Investment Management
Arizona
$12.8K +$12.2K +592 +1,850%
FANJ
210
Financial Architects (New Jersey)
New Jersey
$12K – – –
GRP
211
Global Retirement Partners
California
$11K +$4.98K +240 +83%
LNB
212
Ledyard National Bank
$10K – – –
WTC
213
WhitTier Trust Company
Nevada
$8K – – –
TIM
214
Tortoise Investment Management
New York
$7K – – –
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$7K +$3.52K +178 +101%
CP
216
Corbenic Partners
Pennsylvania
$7K +$7K +340 New
PK
217
Pflug Koory
Nebraska
$5K – – –
VIA
218
Vantage Investment Advisors
Pennsylvania
$5K +$42 +2 +0.8%
RFM
219
Royal Fund Management
Florida
$4K – – –
Simplex Trading
220
Simplex Trading
Illinois
$4K +$4K +204 New
OAM
221
Oppenheimer Asset Management
New York
$3K – – –
IWM
222
IHT Wealth Management
Illinois
$2K -$41.7K -2,002 -95%
AIM
223
Advantage Investment Management
Iowa
$2K – – –
SPIA
224
Steward Partners Investment Advisory
New York
$2K – – –
SIAS
225
Shine Investment Advisory Services
Colorado
$2K +$2K +90 New
7 8
9
10 11