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Schwab US REIT ETF
SCHH

Overview Fund Activity

293 hedge funds and large institutions have $2.98B invested in Schwab US REIT ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
293
Holders Change
+24
Holders Change %
+8.92%
% of All Funds
6.72%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
49
Increased
111
Reduced
84
Closed
24
Calls
$272K
Puts
$1.03M
Net Calls
-$760K
Net Calls Change
-$1.01M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$988M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$255M
3
HA
3
Hays Advisory
Tennessee
$12.6M
4
ACM
4
Avalon Capital Management
California
$11.3M
5
PC
5
Premise Capital
Illinois
$8.83M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$687M
2
AG
2
Appleton Group
Wisconsin
$0
3
FEG
3
Fund Evaluation Group
Ohio
$68.3M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$377K
5
M&T Bank
5
M&T Bank
New York
$24.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$988M 23,646,825 +1,935,195 +9%
Creative Planning
2
Creative Planning
Kansas
$687M 16,448,519 -243,726 -1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$255M 6,093,935 +1,150,731 +23%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$127M 3,050,663 +176,278 +6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$114M 2,719,185 +76,870 +3%
FEG
6
Fund Evaluation Group
Ohio
$68.3M 1,633,682 -142,973 -8%
Charles Schwab
7
Charles Schwab
California
$47.3M 1,131,888 +29,893 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$42.4M 1,014,185 +43,902 +5%
BlackRock
9
BlackRock
New York
$39.2M 938,898 +20,567 +2%
AA
10
Alesco Advisors
New York
$33.4M 799,460 -32,748 -4%
UBS AM
11
UBS AM
Illinois
$26.3M 630,518 +201,850 +47%
M&T Bank
12
M&T Bank
New York
$24.6M 588,155 -59,645 -9%
CCA
13
Catalyst Capital Advisors
New York
$19.3M 462,867 -28,260 -6%
MRC
14
Millburn Ridgefield Corp
New York
$19.3M 462,867 -28,260 -6%
Ameriprise
15
Ameriprise
Minnesota
$19M 454,841 -4,584 -1%
WC
16
Whitnell & Co
Illinois
$14.6M 350,288 -561 -0.2%
MGIA
17
Moneta Group Investment Advisors
Missouri
$14.6M 348,400 +45,321 +15%
HA
18
Hays Advisory
Tennessee
$12.6M 301,443 +301,443 New
WIC
19
Whitegate Investment Counselors
New Hampshire
$12.5M 299,430 +202,846 +210%
ACM
20
Avalon Capital Management
California
$11.3M 269,875 +269,875 New
US Bancorp
21
US Bancorp
Minnesota
$11.1M 266,429 +37,072 +16%
QI
22
QS Investors
New York
$11.1M 264,837 -32,915 -11%
FM
23
Foster & Motley
Ohio
$11M 262,080 +10,813 +4%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$9.28M 222,165 +3,644 +2%
RRC
25
Relaxing Retirement Coach
Massachusetts
$9.23M 221,031 +64,636 +41%
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