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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$363M
2
CSIA
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$665M
2
FEG
Fund Evaluation Group
Ohio
$61.5M
3
WIC
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
201
Wealthcare Capital Management
Virginia
$178K +$84 +4 +0%
LYV
202
Live Your Vision
Pennsylvania
$163K +$12.2K +584 +8%
WOC
203
West Oak Capital
California
$158K -$41.4K -1,986 -21%
SHJ
204
Sharkey, Howes & Javer
Colorado
$149K +$31.9K +1,528 +27%
SWA
205
Sutton Wealth Advisors
Florida
$139K -$835 -40 -0.6%
SWP
206
Stratos Wealth Partners
Ohio
$121K +$121K +5,816 New
TL
207
TrueWealth LLC
Georgia
$117K -$19.7K -942 -14%
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$115K -$9.44K -452 -8%
CIR
209
Clear Investment Research
Georgia
$100K -$23.8K -1,144 -19%
BBPWM
210
Blue Bell Private Wealth Management
Pennsylvania
$96K +$4.68K +224 +5%
BAM
211
Barrett Asset Management
New York
$94K – – –
RA
212
Rational Advisors
New York
$88K -$10.2K -486 -10%
CI
213
CX Institutional
Indiana
$85K +$55.7K +2,662 +190%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$75K +$4.22K +202 +6%
PO
215
Private Ocean
California
$74K +$7.07K +338 +11%
TWA
216
TCI Wealth Advisors
Arizona
$71K – – –
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$66.8K -$6.26K -300 -9%
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$65K -$2.43K -116 -4%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$62K +$62K +2,968 New
GWM
220
Geneos Wealth Management
Colorado
$58K -$5.59K -270 -9%
Simplex Trading
221
Simplex Trading
Illinois
$50K +$50K +2,410 New
RWA
222
River Wealth Advisors
Pennsylvania
$48K -$11.3K -540 -19%
SA
223
SRH Advisors
Kansas
$48K +$208 +10 +0.4%
RCC
224
Red Cedar Capital
Nebraska
$48K +$2.55K +122 +6%
VNA
225
Valley National Advisers
Pennsylvania
$46K +$165 +8 +0.4%
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