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Schwab US REIT ETF
SCHH

Overview Fund Activity

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$363M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.04B
3
Ameriprise
3
Ameriprise
Minnesota
$42.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$53.4M
5
I
5
INVST
Indiana
$14.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$665M
2
FEG
2
Fund Evaluation Group
Ohio
$61.5M
3
WIC
3
Whitegate Investment Counselors
New Hampshire
$6.2M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.04B 24,829,573 +1,182,748 +5%
Creative Planning
2
Creative Planning
Kansas
$665M 15,946,105 -502,414 -3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$363M 8,695,689 +2,601,754 +43%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$131M 3,134,519 +83,856 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$121M 2,903,120 +183,935 +7%
FEG
6
Fund Evaluation Group
Ohio
$61.5M 1,473,545 -160,137 -10%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$53.4M 1,279,615 +265,430 +26%
Charles Schwab
8
Charles Schwab
California
$49.6M 1,189,150 +57,262 +5%
Ameriprise
9
Ameriprise
Minnesota
$42.9M 1,028,168 +573,327 +126%
BlackRock
10
BlackRock
New York
$39.1M 936,949 -1,949 -0.2%
AA
11
Alesco Advisors
New York
$33.5M 802,793 +3,333 +0.4%
M&T Bank
12
M&T Bank
New York
$26M 623,394 +35,239 +6%
UBS AM
13
UBS AM
Illinois
$24.7M 593,043 -37,475 -6%
MRC
14
Millburn Ridgefield Corp
New York
$19.3M 462,867 – –
CCA
15
Catalyst Capital Advisors
New York
$19.3M 462,867 – –
MGIA
16
Moneta Group Investment Advisors
Missouri
$15.8M 377,612 +29,212 +8%
WC
17
Whitnell & Co
Illinois
$14.7M 351,114 +826 +0.2%
I
18
INVST
Indiana
$14.2M 342,736 +225,500 +192%
US Bancorp
19
US Bancorp
Minnesota
$13.6M 326,657 +60,228 +23%
PC
20
Premise Capital
Illinois
$13.1M 313,250 +101,954 +48%
FM
21
Foster & Motley
Ohio
$11.2M 268,632 +6,552 +3%
QI
22
QS Investors
New York
$10.1M 241,352 -23,485 -9%
HA
23
Hays Advisory
Tennessee
$10.1M 240,931 -60,512 -20%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$9.75M 233,537 +21,013 +10%
RRC
25
Relaxing Retirement Coach
Massachusetts
$9.74M 233,302 +12,271 +6%
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