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Schwab US REIT ETF
SCHH

Overview Fund Activity

207 hedge funds and large institutions have $1.6B invested in Schwab US REIT ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
5.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.53%
New
45
Increased
79
Reduced
54
Closed
24
Calls
$2.6M
Puts
$3.55M
Net Calls
-$944K
Net Calls Change
+$47K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$506M
2
CSIA
2
Charles Schwab Investment Advisory
California
$393M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$28.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$150M
5
AG
5
Appleton Group
Wisconsin
$7.74M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
TCM
2
Tradewinds Capital Management
Washington
$5.74M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$345K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$6.36M 309,866 -67,284 -18%
GC
27
Gratus Capital
Georgia
$6.05M 294,684 -104,084 -26%
TPW
28
Tiller Private Wealth
Pennsylvania
$5.81M 283,354 +84,988 +43%
TCM
29
Tradewinds Capital Management
Washington
$5.74M 279,840 -605,008 -68%
RMC
30
Regis Management Company
California
$5.53M 269,270 +177,224 +193%
KF
31
Krilogy Financial
Missouri
$5.36M 261,024 +906 +0.3%
SB
32
Suntrust Banks
Georgia
$5.32M 259,232 -56,312 -18%
US Bancorp
33
US Bancorp
Minnesota
$5.18M 252,620 +227,642 +911%
FWM
34
Frontier Wealth Management
Missouri
$4.99M 243,088 -6,474 -3%
CAI
35
Capital Advisors Inc
Oklahoma
$4.79M 233,412 +233,412 New
LYV
36
Live Your Vision
Pennsylvania
$4.59M 223,528 +3,946 +2%
BWA
37
BlueSky Wealth Advisors
North Carolina
$4.54M 221,212 +221,212 New
CMP
38
Courage Miller Partners
Virginia
$3.9M 189,936 +18,252 +11%
JFG
39
JMG Financial Group
Illinois
$3.77M 183,768 -8,178 -4%
W
40
Wealthfront
California
$3.75M 182,580 +33,400 +22%
GA
41
Gateway Advisory
New Jersey
$3.67M 178,776 -35,376 -17%
FI
42
FormulaFolio Investments
Michigan
$3.67M 178,644 +22,816 +15%
EK
43
Evensky & Katz
Florida
$3.66M 178,362 +177,798 +31,524%
KBFS
44
Kohmann Bosshard Financial Services
Ohio
$3.65M 177,874 +177,874 New
BWFA
45
Baltimore-Washington Financial Advisors
Maryland
$3.51M 171,236 +42,812 +33%
VV
46
Valentine Ventures
Oregon
$3.33M 162,260 -1,256 -0.8%
NQWM
47
Northwest Quadrant Wealth Management
Oregon
$3.29M 161,664 +161,664 New
MFS
48
MSI Financial Services
Massachusetts
$3.27M 159,516 +10,580 +7%
Bank of America
49
Bank of America
North Carolina
$3.23M 157,364 +922 +0.6%
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$3.12M 151,932 +8,634 +6%
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