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Schwab US REIT ETF
SCHH

Overview Fund Activity

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$557M
2
FEG
2
Fund Evaluation Group
Ohio
$68.2M
3
Creative Planning
3
Creative Planning
Kansas
$632M
4
M&T Bank
4
M&T Bank
New York
$34.3M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$7.06M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$334K
2
NPC
2
National Planning Corporation
California
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5M
4
SC
4
Stratford Consulting
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$632M 15,336,938 +1,630,339 +12%
CSIA
2
Charles Schwab Investment Advisory
California
$557M 13,516,466 +1,823,866 +16%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$93.6M 2,271,387 +109,563 +5%
FEG
4
Fund Evaluation Group
Ohio
$68.2M 1,655,970 +1,655,970 New
Financial Engines Advisors
5
Financial Engines Advisors
California
$36M 883,313 +14,565 +2%
M&T Bank
6
M&T Bank
New York
$34.3M 833,500 +833,500 New
BlackRock
7
BlackRock
New York
$32.9M 798,131 +35,961 +5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$31.5M 763,961 -166,696 -18%
QI
9
QS Investors
New York
$29.2M 708,392 +66,265 +10%
Charles Schwab
10
Charles Schwab
California
$24.4M 593,118 +63,280 +12%
CCA
11
Catalyst Capital Advisors
New York
$17.4M 423,113 +24,586 +6%
MRC
12
Millburn Ridgefield Corp
New York
$17.4M 423,113 +24,586 +6%
Ameriprise
13
Ameriprise
Minnesota
$14.4M 349,893 +16,840 +5%
VCM
14
Vigilant Capital Management
Maine
$13.1M 318,304 -45,270 -12%
WC
15
Whitnell & Co
Illinois
$9.95M 241,331 -3,672 -1%
FM
16
Foster & Motley
Ohio
$9.69M 235,154 +21,006 +10%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$7.63M 185,112 +7,641 +4%
AG
18
Appleton Group
Wisconsin
$7.56M 183,408 -701 -0.4%
MI
19
Moneywise Inc
Virginia
$7.5M 181,868 +7,574 +4%
US Bancorp
20
US Bancorp
Minnesota
$7.4M 179,546 +41,823 +30%
MCIA
21
Mountain Capital Investment Advisors
Colorado
$7.06M 171,364 +171,364 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.95M 168,688 +7,519 +5%
FWM
23
Frontier Wealth Management
Missouri
$6.63M 160,930 +12,284 +8%
SHJ
24
Sharkey, Howes & Javer
Colorado
$6.48M 157,316 +20,146 +15%
Wells Fargo
25
Wells Fargo
California
$6.37M 154,578 +45,380 +42%
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