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Schwab US REIT ETF
SCHH

Overview Fund Activity

188 hedge funds and large institutions have $1.49B invested in Schwab US REIT ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
28
Increased
85
Reduced
50
Closed
17
Calls
$3.43M
Puts
$4.42M
Net Calls
-$991K
Net Calls Change
-$340K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$31.7M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$28.4M
4
APFBOT
4
Amica Pension Fund Board of Trustees
Rhode Island
$20.8M
5
CCA
5
Catalyst Capital Advisors
New York
$17M

Top Sellers

1
LYV
1
Live Your Vision
Pennsylvania
$4.68M
2
ACM
2
Avalon Capital Management
California
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SG
4
Swarthmore Group
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$820K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6.64M +$417K +19,568 +7%
MI
27
Moneywise Inc
Virginia
$6.18M +$6.18M +289,736 New
KF
28
Krilogy Financial
Missouri
$5.55M -$592K -27,768 -10%
FWM
29
Frontier Wealth Management
Missouri
$5.32M -$1.04M -48,642 -16%
LYV
30
Live Your Vision
Pennsylvania
$4.68M -$4.5M -211,022 -49%
GA
31
Gateway Advisory
New Jersey
$4.42M +$2.56M +124,350 +138%
IFA
32
Interactive Financial Advisors
Illinois
$4.37M +$1.32M +61,700 +43%
TPW
33
Tiller Private Wealth
Pennsylvania
$4.23M +$79.1K +3,710 +2%
JFG
34
JMG Financial Group
Illinois
$4.09M +$132K +6,192 +3%
UBS AM
35
UBS AM
Illinois
$3.85M +$1.16M +54,200 +43%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.74M +$1.4M +65,678 +60%
BC
37
Brinker Capital
Pennsylvania
$3.7M +$3.7M +173,642 New
CMP
38
Courage Miller Partners
Virginia
$3.66M +$74.6K +3,500 +2%
VV
39
Valentine Ventures
Oregon
$3.49M -$131K -6,140 -4%
MAS
40
Madden Advisory Services
Florida
$3.42M +$69.2K +3,246 +2%
AA
41
Apriem Advisors
California
$3.35M +$210K +9,842 +7%
Bank of America
42
Bank of America
North Carolina
$3.34M +$294K +13,780 +10%
FI
43
FormulaFolio Investments
Michigan
$3.32M +$377K +17,672 +13%
ARMT
44
Amica Retiree Medical Trust
Rhode Island
$3.21M +$3.21M +150,670 New
W
45
Wealthfront
California
$3.18M +$816K +38,276 +35%
MFS
46
MSI Financial Services
Massachusetts
$3.18M +$2.78M +130,412 +704%
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$3.06M +$438K +20,548 +17%
PAG
48
Private Advisor Group
New Jersey
$2.96M +$530K +25,674 +22%
FM
49
Foster & Motley
Ohio
$2.94M +$2.94M +137,790 New
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$2.74M +$568K +26,614 +26%
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