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Schwab US REIT ETF
SCHH

Overview Fund Activity

124 hedge funds and large institutions have $633M invested in Schwab US REIT ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
14
Increased
63
Reduced
33
Closed
22
Calls
$607K
Puts
$726K
Net Calls
-$119K
Net Calls Change
-$290K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$284M
2
CSIA
2
Charles Schwab Investment Advisory
California
$157M
3
VF
3
Virtu Financial
New York
$8.34M
4
F
4
FutureAdvisor
California
$10.9M
5
Ameriprise
5
Ameriprise
Minnesota
$10.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
BTS
4
BB&T Securities
Virginia
$0
5
AA
5
Apriem Advisors
California
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$2.07M 56,880 +7,545 +15%
SC
27
Stratford Consulting
Texas
$1.96M 53,904 +4,031 +8%
SG
28
Swarthmore Group
Pennsylvania
$1.96M 53,875 – –
TC
29
Taylor Cottrill
New Hampshire
$1.94M 53,520 +355 +0.7%
PAG
30
Private Advisor Group
New Jersey
$1.76M 48,439 +5,420 +13%
MAM
31
Marquette Asset Management
Minnesota
$1.75M 48,304 +324 +0.7%
FC
32
Financial Consulate
Maryland
$1.74M 47,966 +455 +1%
Morgan Stanley
33
Morgan Stanley
New York
$1.57M 43,287 -19,009 -31%
EA
34
Efficient Advisors
Ohio
$1.51M 41,649 +2,576 +7%
TAT
35
TD Ameritrade Trust
Colorado
$1.5M 41,194 +3,222 +8%
BSB
36
Bangor Savings Bank
Maine
$1.49M 40,904 -1,325 -3%
LPL Financial
37
LPL Financial
California
$1.42M 38,091 +5,826 +18%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$1.28M 35,230 +17,417 +98%
CPIG
39
Chicago Partners Investment Group
Illinois
$1.21M 33,253 +1,359 +4%
RMC
40
Regis Management Company
California
$1.11M 30,587 +30,587 New
VFS
41
VSR Financial Services
Kansas
$1.04M 28,523 -6,242 -18%
CS
42
Credit Suisse
Switzerland
$1.02M 28,040 -23,153 -45%
VKH
43
Virtu KCG Holdings
New York
$1.01M 27,723 +27,723 New
QI
44
QS Investors
New York
$986K 27,142 +21,726 +401%
AWM
45
Avior Wealth Management
Nebraska
$923K 25,412 -84 -0.3%
TRCT
46
Tower Research Capital (TRC)
New York
$898K 24,714 +10,932 +79%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$872K 24,003 +24,003 New
UBS Group
48
UBS Group
Switzerland
$826K 22,731 -19,595 -46%
LYV
49
Live Your Vision
Pennsylvania
$802K 21,750 +321 +1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$784K 21,580 +303 +1%
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