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Schwab US REIT ETF
SCHH

Overview Fund Activity

124 hedge funds and large institutions have $633M invested in Schwab US REIT ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
14
Increased
63
Reduced
33
Closed
22
Calls
$607K
Puts
$726K
Net Calls
-$119K
Net Calls Change
-$290K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$284M
2
CSIA
2
Charles Schwab Investment Advisory
California
$157M
3
VF
3
Virtu Financial
New York
$8.34M
4
F
4
FutureAdvisor
California
$10.9M
5
Ameriprise
5
Ameriprise
Minnesota
$10.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
BTS
4
BB&T Securities
Virginia
$0
5
AA
5
Apriem Advisors
California
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
NSAM
51
North Star Asset Management
Wisconsin
$751K 20,675 -5,245 -20%
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$745K 20,525 -125 -0.6%
DIA
53
Denver Investment Advisors
Colorado
$726K 20,000 – –
FA
54
Fagan Associates
New York
$698K 19,218 +125 +0.7%
BFG
55
Bouchey Financial Group
New York
$668K 18,387 -2,784 -13%
PVH
56
Psagot Value Holdings
Israel
$581K 16,000 +4,000 +33%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$536K 14,763 +5,936 +67%
B
58
Bailard
California
$507K 13,964 +8,415 +152%
PWM
59
Perigon Wealth Management
California
$495K 13,638 +918 +7%
PFC
60
Phocas Financial Corp
California
$462K 12,731 +1,534 +14%
GAM
61
Gemmer Asset Management
California
$460K 12,671 +192 +2%
MIAN
62
Mariner Independent Advisor Network
Kansas
$458K 12,616 -351 -3%
AA
63
Alesco Advisors
New York
$449K 12,372 +596 +5%
EAM
64
Evanson Asset Management
California
$439K 12,085 -250 -2%
AMG
65
Asset Management Group
Connecticut
$438K 12,068 +2,762 +30%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$437K 12,023 +934 +8%
MHS
67
M Holdings Securities
Oregon
$430K 11,835 +1 +0%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$427K 11,790 -327 -3%
VNA
69
Valley National Advisers
Pennsylvania
$405K 11,145 -2,591 -19%
W
70
Wealthfront
California
$397K 10,924 +1,117 +11%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$379K 10,436 +8,853 +559%
BFPW
72
BOK Financial Private Wealth
Colorado
$329K 9,047 +1,905 +27%
OCM
73
One Capital Management
California
$321K 8,836 +692 +8%
FF
74
Friedenthal Financial
New Jersey
$305K 8,389 -21,600 -72%
FNBT
75
FineMark National Bank & Trust
Florida
$300K 8,247 +45 +0.5%
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