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Schwab US REIT ETF
SCHH

Overview Fund Activity

218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
5.44%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.4%
New
37
Increased
98
Reduced
57
Closed
24
Calls
$2.84M
Puts
$1.39M
Net Calls
+$1.45M
Net Calls Change
+$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$477M
2
Creative Planning
2
Creative Planning
Kansas
$559M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$35.4M
4
Jane Street
4
Jane Street
New York
$4.65M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$38M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$88.2M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
3
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
ACM
4
Avalon Capital Management
California
$6.88M
5
VC
5
Vicus Capital
Pennsylvania
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$559M 13,706,599 +1,382,280 +11%
CSIA
2
Charles Schwab Investment Advisory
California
$477M 11,692,600 +2,127,780 +22%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$88.2M 2,161,824 -1,499,586 -41%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$38M 930,657 +98,180 +12%
Financial Engines Advisors
5
Financial Engines Advisors
California
$35.4M 868,748 +177,300 +26%
BlackRock
6
BlackRock
New York
$31.1M 762,170 +39,887 +6%
QI
7
QS Investors
New York
$26.2M 642,127 +65,184 +11%
Charles Schwab
8
Charles Schwab
California
$21.6M 529,838 +19,934 +4%
MRC
9
Millburn Ridgefield Corp
New York
$16.3M 398,527 – –
CCA
10
Catalyst Capital Advisors
New York
$16.3M 398,527 – –
VCM
11
Vigilant Capital Management
Maine
$14.8M 363,574 +4,663 +1%
Ameriprise
12
Ameriprise
Minnesota
$13.6M 333,053 +16,183 +5%
WC
13
Whitnell & Co
Illinois
$9.99M 245,003 -4,784 -2%
FM
14
Foster & Motley
Ohio
$8.73M 214,148 +28,721 +15%
GC
15
Gratus Capital
Georgia
$8.7M 213,280 +65,938 +45%
NPC
16
National Planning Corporation
California
$7.82M 191,489 -1,152 -0.6%
AG
17
Appleton Group
Wisconsin
$7.51M 184,109 -4,526 -2%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$7.24M 177,471 +15,284 +9%
MI
19
Moneywise Inc
Virginia
$7.11M 174,294 +13,187 +8%
ACM
20
Avalon Capital Management
California
$6.88M 168,690 -138,734 -45%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.57M 161,169 +2,173 +1%
BWM
22
BerganKDV Wealth Management
Minnesota
$6.35M 155,670 -84,576 -35%
BC
23
Brinker Capital
Pennsylvania
$6.26M 153,523 -6,453 -4%
FWM
24
Frontier Wealth Management
Missouri
$6.06M 148,646 +27,102 +22%
TPW
25
Tiller Private Wealth
Pennsylvania
$5.95M 145,780 +4,103 +3%
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