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Schwab US REIT ETF
SCHH

Overview Fund Activity

178 hedge funds and large institutions have $1.32B invested in Schwab US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
34
Increased
73
Reduced
52
Closed
9
Calls
$3.46M
Puts
$4.11M
Net Calls
-$651K
Net Calls Change
-$338K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$126M
2
CSIA
2
Charles Schwab Investment Advisory
California
$332M
3
RIG
3
RiverFront Investment Group
Virginia
$35M
4
Creative Planning
4
Creative Planning
Kansas
$466M
5
RJA
5
Raymond James & Associates
Florida
$10.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.09M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
LPL Financial
3
LPL Financial
California
$1.87M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.46M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
26
JMG Financial Group
Illinois
$4.04M +$150K +6,908 +4%
VV
27
Valentine Ventures
Oregon
$3.69M -$78.2K -3,598 -2%
CMP
28
Courage Miller Partners
Virginia
$3.65M -$107K -4,908 -3%
MAS
29
Madden Advisory Services
Florida
$3.41M +$7.12K +328 +0.2%
AA
30
Apriem Advisors
California
$3.2M +$3.19M +146,882 +33,382%
IFA
31
Interactive Financial Advisors
Illinois
$3.11M +$48.9K +2,254 +2%
Bank of America
32
Bank of America
North Carolina
$3.1M +$1.69M +77,900 +120%
FI
33
FormulaFolio Investments
Michigan
$3M +$44.8K +2,062 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.84M +$1.26M +58,088 +80%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.8M +$633K +29,134 +29%
UBS AM
36
UBS AM
Illinois
$2.75M – – –
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$2.67M +$3.61K +166 +0.1%
SC
38
Stratford Consulting
Texas
$2.62M +$251K +11,576 +11%
PAG
39
Private Advisor Group
New Jersey
$2.57M +$318K +14,556 +14%
WIC
40
Whitegate Investment Counselors
New Hampshire
$2.51M +$2.51M +115,606 New
Goldman Sachs
41
Goldman Sachs
New York
$2.46M -$1.7M -78,322 -41%
W
42
Wealthfront
California
$2.41M +$771K +35,480 +47%
IAS
43
IMA Advisory Services
Colorado
$2.39M +$2.39M +110,076 New
BTS
44
BB&T Securities
Virginia
$2.39M +$2.39M +109,844 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.38M +$1.01M +46,498 +74%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.37M +$479K +22,050 +25%
SG
47
Swarthmore Group
Pennsylvania
$2.34M – – –
BWFA
48
Baltimore-Washington Financial Advisors
Maryland
$2.21M +$2.21M +101,810 New
AG
49
Appleton Group
Wisconsin
$2.19M +$2.19M +100,740 New
MAM
50
Marquette Asset Management
Minnesota
$2.08M -$26.9K -1,240 -1%
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