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Schwab US REIT ETF
SCHH

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$188M
2
CSIA
2
Charles Schwab Investment Advisory
California
$634M
3
Creative Planning
3
Creative Planning
Kansas
$693M
4
AA
4
Alesco Advisors
New York
$27.7M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$265K
2
ACM
2
Avalon Capital Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$29.3M
4
FEG
4
Fund Evaluation Group
Ohio
$64M
5
BC
5
Brinker Capital
Pennsylvania
$3.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$693M 16,859,937 +1,522,999 +10%
CSIA
2
Charles Schwab Investment Advisory
California
$634M 15,424,202 +1,907,736 +14%
Financial Engines Advisors
3
Financial Engines Advisors
California
$188M 4,573,795 +3,690,482 +418%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$100M 2,443,250 +171,863 +8%
FEG
5
Fund Evaluation Group
Ohio
$64M 1,557,236 -98,734 -6%
BlackRock
6
BlackRock
New York
$33.5M 813,449 +15,318 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$31.4M 762,721 -1,240 -0.2%
M&T Bank
8
M&T Bank
New York
$29.3M 711,400 -122,100 -15%
QI
9
QS Investors
New York
$28.4M 691,149 -17,243 -2%
AA
10
Alesco Advisors
New York
$27.7M 673,786 +617,817 +1,104%
Charles Schwab
11
Charles Schwab
California
$26.5M 645,199 +52,081 +9%
PFG
12
Piershale Financial Group
Illinois
$24.6M 597,749 +597,749 New
CCA
13
Catalyst Capital Advisors
New York
$17.4M 423,113 – –
MRC
14
Millburn Ridgefield Corp
New York
$17.4M 423,113 – –
Ameriprise
15
Ameriprise
Minnesota
$15.2M 370,267 +20,374 +6%
VCM
16
Vigilant Capital Management
Maine
$12.7M 308,969 -9,335 -3%
MGIA
17
Moneta Group Investment Advisors
Missouri
$11.2M 272,042 +238,732 +717%
US Bancorp
18
US Bancorp
Minnesota
$10.6M 258,358 +78,812 +44%
FM
19
Foster & Motley
Ohio
$10M 243,814 +8,660 +4%
WC
20
Whitnell & Co
Illinois
$9.9M 240,701 -630 -0.3%
UBS AM
21
UBS AM
Illinois
$8.88M 215,884 +63,715 +42%
MI
22
Moneywise Inc
Virginia
$7.87M 191,393 +9,525 +5%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$7.8M 189,667 +4,555 +2%
AG
24
Appleton Group
Wisconsin
$7.56M 183,743 +335 +0.2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$6.85M 166,473 -2,215 -1%
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