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Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
VCM
Vigilant Capital Management
Maine
$15K
3
UBS AM
UBS AM
Illinois
$4.61M
4
TCM
Tradewinds Capital Management
Washington
$1.36M
5
PMG
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
201
Sutton Wealth Advisors
Florida
$95.9K -$39.7K -1,908 -29%
BAM
202
Barrett Asset Management
New York
$94K +$20.9K +1,000 +29%
MSFP
203
Mark Sheptoff Financial Planning
Connecticut
$92K – – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$74K -$17K -820 -19%
CDIA
205
Capital Directions Investment Advisors
Georgia
$73K +$41 +2 +0.1%
SFSIG
206
San Francisco Sentry Investment Group
California
$64K – – –
RFC
207
Regions Financial Corp
Alabama
$64K +$64K +3,082 New
PA
208
Parallel Advisors
California
$61K -$157K -7,616 -72%
EA
209
Edge Advisors
Georgia
$61K – – –
NSB
210
Norway Savings Bank
Maine
$60K – – –
AIA
211
Armor Investment Advisors
North Carolina
$60K +$5.01K +240 +9%
Simplex Trading
212
Simplex Trading
Illinois
$59K +$54.8K +2,646 +1,297%
PO
213
Private Ocean
California
$58K +$14.6K +698 +34%
PFA
214
Pathway Financial Advisors
Vermont
$55K +$55K +2,632 New
BBPWM
215
Blue Bell Private Wealth Management
Pennsylvania
$53K +$3.38K +164 +7%
VNA
216
Valley National Advisers
Pennsylvania
$51K -$6.61K -318 -11%
AFNAS
217
American Financial Network Advisory Services
California
$50K -$49.8K -2,400 -50%
GWM
218
Geneos Wealth Management
Colorado
$45K +$5.6K +270 +14%
FANJ
219
Financial Architects (New Jersey)
New Jersey
$45K +$32.4K +1,548 +258%
RCC
220
Red Cedar Capital
Nebraska
$45K +$45K +2,172 New
SSB
221
Sandy Spring Bank
Maryland
$41K +$41K +1,962 New
CMBA
222
C.M. Bidwell & Associates
Hawaii
$40K +$40K +1,926 New
Citigroup
223
Citigroup
New York
$38K +$10.2K +492 +37%
SA
224
SRH Advisors
Kansas
$37K +$126 +6 +0.3%
APA
225
American Portfolios Advisors
New York
$36.6K +$36.6K +1,760 New
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