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Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $375M invested in Schwab US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
48
Closed
15
Calls
$629K
Puts
$458K
Net Calls
+$171K
Net Calls Change
+$611K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$52.6M
2
PFG
2
Piershale Financial Group
Illinois
$11.9M
3
F
3
FutureAdvisor
California
$4.77M
4
Ameriprise
4
Ameriprise
Minnesota
$7.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.55M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$12.2M
2
BTS
2
BB&T Securities
Virginia
$4.12M
3
ACM
3
Avalon Capital Management
California
$1.85M
4
TCM
4
Tradewinds Capital Management
Washington
$5.08M
5
RJA
5
Raymond James & Associates
Florida
$957K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTCG
26
Pring Turner Capital Group
California
$2.96M -$218K -10,740 -7%
UCFA
27
United Capital Financial Advisors
Texas
$2.85M +$321K +16,768 +13%
MAS
28
Madden Advisory Services
Florida
$2.81M +$14.4K +708 +0.5%
Morgan Stanley
29
Morgan Stanley
New York
$2.53M -$1.71M -84,176 -40%
EI
30
Excelsia Inc
Georgia
$2.44M +$2.44M +120,406 New
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$2.23M +$67.9K +3,350 +3%
SG
32
Swarthmore Group
Pennsylvania
$2.19M – – –
TC
33
Taylor Cottrill
New Hampshire
$2.16M +$7.1K +350 +0.3%
CS
34
Credit Suisse
Switzerland
$2.08M -$3.88M -191,466 -65%
Goldman Sachs
35
Goldman Sachs
New York
$2.07M -$1.89M -92,988 -48%
PMG
36
ProVise Management Group
Florida
$2.05M +$2.05M +101,058 New
SC
37
Stratford Consulting
Texas
$2.02M +$344K +16,988 +21%
Bank of America
38
Bank of America
North Carolina
$2M +$1.84M +90,918 +1,173%
MAM
39
Marquette Asset Management
Minnesota
$1.95M +$624K +30,774 +47%
TCM
40
Tuttle Capital Management
Connecticut
$1.93M -$1.76M -86,732 -48%
FC
41
Financial Consulate
Maryland
$1.93M -$177K -8,722 -8%
ACM
42
Avalon Capital Management
California
$1.85M -$12.1M -597,152 -87%
PAG
43
Private Advisor Group
New Jersey
$1.74M +$335K +16,526 +24%
UBS Group
44
UBS Group
Switzerland
$1.72M -$1.53M -75,516 -47%
BSB
45
Bangor Savings Bank
Maine
$1.71M -$67.5K -3,328 -4%
EA
46
Efficient Advisors
Ohio
$1.58M +$1.58M +78,146 New
TAT
47
TD Ameritrade Trust
Colorado
$1.54M +$1.54M +75,944 New
VFS
48
VSR Financial Services
Kansas
$1.41M +$122K +6,014 +9%
SGS
49
Sterling Global Strategies
California
$1.33M +$965K +47,430 +262%
LPL Financial
50
LPL Financial
California
$1.31M +$197K +9,732 +18%
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