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Schwab US REIT ETF
SCHH

Overview Fund Activity

269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
32
Increased
127
Reduced
73
Closed
38
Calls
$643K
Puts
$390K
Net Calls
+$253K
Net Calls Change
+$377K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$141M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.4M
3
Charles Schwab
Charles Schwab
California
+$14.5M
4
UBS AM
UBS AM
Illinois
+$12.2M
5
FEG
Fund Evaluation Group
Ohio
+$10.1M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$30M
2
QI
QS Investors
New York
-$14.3M
3
MWA
MFA Wealth Advisors
Pennsylvania
-$5.16M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$5.01M
5
LYV
Live Your Vision
Pennsylvania
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
201
Private Ocean
California
$53K +$304 +16 +0.6%
Manulife (Manufacturers Life Insurance)
202
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K +$29.4K +1,540 +125%
PA
203
Parallel Advisors
California
$42K -$14.2K -748 -25%
VNA
204
Valley National Advisers
Pennsylvania
$42K -$4.47K -236 -10%
RCC
205
Red Cedar Capital
Nebraska
$41K – – –
GWM
206
Geneos Wealth Management
Colorado
$41K – – –
Citigroup
207
Citigroup
New York
$40K +$5.37K +284 +16%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$38K -$62.5K -3,274 -62%
CMBA
209
C.M. Bidwell & Associates
Hawaii
$37K – – –
SA
210
SRH Advisors
Kansas
$34K +$116 +6 +0.3%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$34K +$8.4K +436 +33%
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$33.2K +$33.2K +1,738 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$32K – – –
AA
214
AlphaMark Advisors
Kentucky
$31K – – –
QAM
215
QCI Asset Management
New York
$31K +$31K +1,600 New
EWM
216
Elmwood Wealth Management
California
$30.2K +$30.2K +1,580 New
PS
217
Portfolio Solutions
Michigan
$30K +$30K +1,578 New
RBC
218
Roble Belko & Company
Pennsylvania
$28K +$1.47K +78 +6%
OIA
219
Optimum Investment Advisors
Illinois
$27K +$27K +1,400 New
William Blair & Company
220
William Blair & Company
Illinois
$25K +$25K +1,286 New
SSB
221
Sandy Spring Bank
Maryland
$24K -$13.1K -692 -35%
BC
222
Bartlett & Co
Ohio
$23K – – –
BCWM
223
Bartlett & Co Wealth Management
Ohio
$23K +$23K +1,200 New
MSA
224
Marino Stram & Associates
Massachusetts
$22K – – –
APA
225
American Portfolios Advisors
New York
$20.2K -$13.5K -706 -40%
7 8
9
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