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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
Financial Engines Advisors
California
$255M
3
HA
Hays Advisory
Tennessee
$12.6M
4
ACM
Avalon Capital Management
California
$11.3M
5
PC
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$687M
2
AG
Appleton Group
Wisconsin
$0
3
FEG
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
M&T Bank
New York
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
201
Ropes Wealth Advisors
Massachusetts
$116K +$116K +5,536 New
CIR
202
Clear Investment Research
Georgia
$114K – – –
SBL
203
Sargent Bickham Lagudis
Colorado
$108K – – –
RA
204
Rational Advisors
New York
$98K +$87.5K +4,182 +830%
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96K +$38.2K +1,834 +66%
BAM
206
Barrett Asset Management
New York
$94K – – –
TIM
207
Tortoise Investment Management
New York
$92K -$42K -2,000 -31%
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$91K +$26K +1,250 +40%
RFC
209
Regions Financial Corp
Alabama
$87K +$80.1K +3,858 +1,169%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$73.2K +$36.9K +1,764 +101%
TWA
211
TCI Wealth Advisors
Arizona
$71K -$1.75K -84 -2%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$71K – – –
EFSCE
213
Enterprise Financial Services Corp (EFSC)
Missouri
$67K -$50.5K -2,422 -43%
PO
214
Private Ocean
California
$67K +$8.67K +414 +15%
SFSIG
215
San Francisco Sentry Investment Group
California
$64K – – –
GWM
216
Geneos Wealth Management
Colorado
$64K +$18.8K +900 +41%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$63K +$21.3K +1,016 +51%
EA
218
Edge Advisors
Georgia
$61K – – –
RWA
219
River Wealth Advisors
Pennsylvania
$59K +$59K +2,836 New
AIA
220
Armor Investment Advisors
North Carolina
$49K -$11.6K -550 -19%
SA
221
SRH Advisors
Kansas
$48K +$11.1K +530 +30%
VNA
222
Valley National Advisers
Pennsylvania
$46K – – –
RCC
223
Red Cedar Capital
Nebraska
$45K – – –
DWM
224
Destination Wealth Management
California
$41K +$39.5K +1,900 +2,714%
CG
225
Cutler Group
California
$41K +$41K +2,000 New
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9
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