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Schwab US REIT ETF
SCHH

Overview Fund Activity

275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
275
Holders Change
+44
Holders Change %
+19.05%
% of All Funds
6.25%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
65
Increased
113
Reduced
63
Closed
21
Calls
$675K
Puts
$799K
Net Calls
-$124K
Net Calls Change
-$120K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$750M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$79.1M
3
Creative Planning
3
Creative Planning
Kansas
$727M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$205M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$109M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
VCM
2
Vigilant Capital Management
Maine
$15K
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
TCM
4
Tradewinds Capital Management
Washington
$1.36M
5
PMG
5
ProVise Management Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$750M 18,018,278 +2,594,076 +17%
Creative Planning
2
Creative Planning
Kansas
$727M 17,476,840 +616,903 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$205M 4,935,717 +361,922 +8%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$109M 2,629,490 +186,240 +8%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$79.1M 1,900,647 +1,900,647 New
FEG
6
Fund Evaluation Group
Ohio
$62.9M 1,511,733 -45,503 -3%
BlackRock
7
BlackRock
New York
$35.7M 858,908 +45,459 +6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$32M 768,989 +6,268 +0.8%
Charles Schwab
9
Charles Schwab
California
$30.1M 723,456 +78,257 +12%
M&T Bank
10
M&T Bank
New York
$29.6M 711,400 – –
AA
11
Alesco Advisors
New York
$29.4M 705,422 +31,636 +5%
QI
12
QS Investors
New York
$28M 672,370 -18,779 -3%
CCA
13
Catalyst Capital Advisors
New York
$19.5M 467,577 +44,464 +11%
MRC
14
Millburn Ridgefield Corp
New York
$19.5M 467,577 +44,464 +11%
Ameriprise
15
Ameriprise
Minnesota
$16.3M 392,773 +22,506 +6%
US Bancorp
16
US Bancorp
Minnesota
$13.3M 320,166 +61,808 +24%
MGIA
17
Moneta Group Investment Advisors
Missouri
$11.5M 275,666 +3,624 +1%
WC
18
Whitnell & Co
Illinois
$10M 240,659 -42 -0%
FM
19
Foster & Motley
Ohio
$10M 240,623 -3,191 -1%
MFT
20
Moisand Fitzgerald Tamayo
Florida
$8.5M 204,284 +14,617 +8%
MI
21
Moneywise Inc
Virginia
$8.21M 197,361 +5,968 +3%
AG
22
Appleton Group
Wisconsin
$7.74M 185,900 +2,157 +1%
Wells Fargo
23
Wells Fargo
California
$7.38M 177,261 +14,052 +9%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$7.02M 168,546 +2,073 +1%
BWA
25
BlueSky Wealth Advisors
North Carolina
$6.89M 165,440 +9,716 +6%
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