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Schwab US REIT ETF
SCHH

Overview Fund Activity

156 hedge funds and large institutions have $932M invested in Schwab US REIT ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
156
Holders Change
+24
Holders Change %
+18.18%
% of All Funds
4.1%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
43
Increased
67
Reduced
31
Closed
17
Calls
$3.03M
Puts
$3.02M
Net Calls
+$9K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$245M
2
Creative Planning
2
Creative Planning
Kansas
$364M
3
BlackRock
3
BlackRock
New York
$19.7M
4
TH
4
TMFS Holdings
Kansas
$13M
5
PFG
5
Piershale Financial Group
Illinois
$12.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$727K
2
KF
2
Krilogy Financial
Missouri
$0
3
PTCG
3
Pring Turner Capital Group
California
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$99K
5
SB
5
Suntrust Banks
Georgia
$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$3.47M +$3.47M +174,826 New
MAS
27
Madden Advisory Services
Florida
$3.22M +$472K +23,824 +17%
HPWM
28
Highland Private Wealth Management
Washington
$3.2M +$3.2M +161,506 New
UCFA
29
United Capital Financial Advisors
Texas
$2.95M +$19.7K +994 +0.7%
IFA
30
Interactive Financial Advisors
Illinois
$2.84M +$113K +5,718 +4%
UBS AM
31
UBS AM
Illinois
$2.82M +$1.51M +76,000 +114%
ACM
32
Avalon Capital Management
California
$2.81M -$7.13K -360 -0.3%
LPL Financial
33
LPL Financial
California
$2.81M +$1.03M +51,538 +58%
Wells Fargo
34
Wells Fargo
California
$2.53M +$2.26M +113,756 +809%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$2.37M +$65.8K +3,320 +3%
TC
36
Taylor Cottrill
New Hampshire
$2.14M +$27.2K +1,372 +1%
SG
37
Swarthmore Group
Pennsylvania
$2.14M – – –
TAT
38
TD Ameritrade Trust
Colorado
$2.12M -$45.5K -2,296 -2%
VFS
39
VSR Financial Services
Kansas
$2.08M +$722K +36,422 +53%
BCM
40
Barometer Capital Management
Ontario, Canada
$2.05M +$2.05M +103,600 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.03M +$1.34M +67,664 +195%
MAM
42
Marquette Asset Management
Minnesota
$2.02M +$1.35K +68 +0.1%
SC
43
Stratford Consulting
Texas
$1.99M -$18.1K -912 -0.9%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.88M +$1.88M +94,818 New
Jane Street
45
Jane Street
New York
$1.86M -$609K -30,700 -25%
PAG
46
Private Advisor Group
New Jersey
$1.73M -$377K -18,998 -18%
BSB
47
Bangor Savings Bank
Maine
$1.6M -$70.1K -3,534 -4%
CFMC
48
Curbstone Financial Management Corp
New Hampshire
$1.56M +$750K +37,850 +93%
Bank of America
49
Bank of America
North Carolina
$1.48M +$1.01M +50,724 +211%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$1.46M +$53.6K +2,708 +4%
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