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Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $737M invested in Schwab US REIT ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
60
Reduced
33
Closed
12
Calls
$1.82M
Puts
$1.55M
Net Calls
+$264K
Net Calls Change
+$383K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$199M
2
Creative Planning
2
Creative Planning
Kansas
$312M
3
Goldman Sachs
3
Goldman Sachs
New York
$14.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.85M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
AI
2
Atria Investments
North Carolina
$417K
3
Bank of America
3
Bank of America
North Carolina
$447K
4
Morgan Stanley
4
Morgan Stanley
New York
$202K
5
FC
5
Financial Consulate
Maryland
$486K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.31M +$114K +6,114 +5%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$2.16M +$44.9K +2,416 +2%
TAT
28
TD Ameritrade Trust
Colorado
$2.03M +$497K +26,746 +32%
SG
29
Swarthmore Group
Pennsylvania
$2M – – –
TC
30
Taylor Cottrill
New Hampshire
$1.99M -$5.47K -294 -0.3%
PAG
31
Private Advisor Group
New Jersey
$1.98M +$175K +9,434 +10%
MAM
32
Marquette Asset Management
Minnesota
$1.89M +$97.5K +5,244 +5%
SC
33
Stratford Consulting
Texas
$1.89M -$120K -6,462 -6%
LPL Financial
34
LPL Financial
California
$1.71M +$249K +13,002 +17%
BSB
35
Bangor Savings Bank
Maine
$1.57M +$47.3K +2,542 +3%
EA
36
Efficient Advisors
Ohio
$1.55M +$2.16K +116 +0.1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.32M +$5.21K +280 +0.4%
VFS
38
VSR Financial Services
Kansas
$1.28M +$216K +11,632 +20%
UBS AM
39
UBS AM
Illinois
$1.24M +$1.24M +66,480 New
TRCT
40
Tower Research Capital (TRC)
New York
$1.23M +$308K +16,580 +34%
UBS Group
41
UBS Group
Switzerland
$1.03M +$179K +9,646 +21%
AWM
42
Avior Wealth Management
Nebraska
$972K +$26.9K +1,444 +3%
CS
43
Credit Suisse
Switzerland
$968K -$74.9K -4,030 -7%
CPIG
44
Chicago Partners Investment Group
Illinois
$944K -$293K -15,762 -24%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$935K +$132K +7,098 +16%
LYV
46
Live Your Vision
Pennsylvania
$813K +$3.8K +204 +0.5%
CFMC
47
Curbstone Financial Management Corp
New Hampshire
$760K -$3.72K -200 -0.5%
NSAM
48
North Star Asset Management
Wisconsin
$759K -$10.2K -550 -1%
DIA
49
Denver Investment Advisors
Colorado
$744K – – –
FA
50
Fagan Associates
New York
$744K +$29.1K +1,564 +4%
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