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Schwab US REIT ETF
SCHH

Overview Fund Activity

155 hedge funds and large institutions have $1.02B invested in Schwab US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 22 closing their positions.

Holders
155
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
23
Increased
58
Reduced
58
Closed
22
Calls
$2.13M
Puts
$2.44M
Net Calls
-$313K
Net Calls Change
-$322K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$412M
2
CSIA
2
Charles Schwab Investment Advisory
California
$281M
3
ACM
3
Avalon Capital Management
California
$11.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$8.95M
5
KF
5
Krilogy Financial
Missouri
$5.03M

Top Sellers

1
TH
1
TMFS Holdings
Kansas
$582K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
3AM
3
3D Asset Management
Connecticut
$2.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
VV
5
Valentine Ventures
Oregon
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
26
Courage Miller Partners
Virginia
$3.58M -$210K -10,166 -6%
LPL Financial
27
LPL Financial
California
$3.42M +$530K +25,812 +18%
MAS
28
Madden Advisory Services
Florida
$3.24M -$120K -5,812 -4%
IFA
29
Interactive Financial Advisors
Illinois
$2.92M -$48.1K -2,322 -2%
FI
30
FormulaFolio Investments
Michigan
$2.82M +$2.82M +136,094 New
UBS AM
31
UBS AM
Illinois
$2.62M -$331K -16,000 -11%
3AM
32
3D Asset Management
Connecticut
$2.6M -$11.2M -539,952 -81%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$2.54M +$60.4K +2,918 +2%
SC
34
Stratford Consulting
Texas
$2.26M +$178K +8,592 +9%
SG
35
Swarthmore Group
Pennsylvania
$2.23M – – –
Jones Financial Companies
36
Jones Financial Companies
Missouri
$2.22M +$1.1M +53,346 +99%
PAG
37
Private Advisor Group
New Jersey
$2.14M +$327K +15,806 +18%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.06M -$58.5K -2,824 -3%
MAM
39
Marquette Asset Management
Minnesota
$2.01M -$104K -5,014 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.98M +$1.12M +54,086 +130%
TAT
41
TD Ameritrade Trust
Colorado
$1.86M -$350K -16,908 -16%
RMC
42
Regis Management Company
California
$1.86M +$1.29M +62,272 +226%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.8M -$4.82M -232,954 -73%
CFMC
44
Curbstone Financial Management Corp
New Hampshire
$1.65M +$16.6K +800 +1%
W
45
Wealthfront
California
$1.56M +$710K +34,304 +83%
VFS
46
VSR Financial Services
Kansas
$1.56M -$616K -29,748 -28%
BSB
47
Bangor Savings Bank
Maine
$1.52M -$153K -7,404 -9%
UCFA
48
United Capital Financial Advisors
Texas
$1.5M -$1.57M -76,018 -51%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.5M -$461K -22,288 -24%
EA
50
Efficient Advisors
Ohio
$1.46M -$44.1K -2,132 -3%
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