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Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $737M invested in Schwab US REIT ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
60
Reduced
33
Closed
12
Calls
$1.82M
Puts
$1.55M
Net Calls
+$264K
Net Calls Change
+$383K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$199M
2
Creative Planning
2
Creative Planning
Kansas
$312M
3
Goldman Sachs
3
Goldman Sachs
New York
$14.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.85M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
AI
2
Atria Investments
North Carolina
$417K
3
Bank of America
3
Bank of America
North Carolina
$447K
4
Morgan Stanley
4
Morgan Stanley
New York
$202K
5
FC
5
Financial Consulate
Maryland
$486K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$685K +$136K +7,304 +25%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$646K +$207K +11,150 +47%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$645K +$257K +13,830 +66%
BFG
54
Bouchey Financial Group
New York
$628K -$55.6K -2,990 -8%
BCMO
55
Buckingham Capital Management (Ohio)
Ohio
$599K +$599K +32,238 New
PVH
56
Psagot Value Holdings
Israel
$595K – – –
PFC
57
Phocas Financial Corp
California
$591K +$118K +6,322 +25%
GAM
58
Gemmer Asset Management
California
$553K +$82.1K +4,418 +17%
RMC
59
Regis Management Company
California
$513K -$625K -33,594 -55%
AA
60
Alesco Advisors
New York
$488K +$28.2K +1,520 +6%
FC
61
Financial Consulate
Maryland
$486K -$1.3M -69,786 -73%
PWM
62
Perigon Wealth Management
California
$478K -$29.6K -1,592 -6%
MIAN
63
Mariner Independent Advisor Network
Kansas
$472K +$3.31K +178 +0.7%
AMG
64
Asset Management Group
Connecticut
$451K +$2.56K +138 +0.6%
EAM
65
Evanson Asset Management
California
$450K +$1K +54 +0.2%
Bank of America
66
Bank of America
North Carolina
$447K -$1.67M -89,726 -79%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$444K +$6.94K +382 +2%
B
68
Bailard
California
$441K -$78.5K -4,218 -15%
AI
69
Atria Investments
North Carolina
$417K -$4.81M -258,672 -92%
TCM
70
Tuttle Capital Management
Connecticut
$413K +$413K +22,212 New
W
71
Wealthfront
California
$410K +$3.39K +182 +0.8%
BFPW
72
BOK Financial Private Wealth
Colorado
$404K +$67.6K +3,634 +20%
CA
73
Cambridge Advisors
Nebraska
$379K +$104K +5,606 +38%
Millennium Management
74
Millennium Management
New York
$346K +$346K +18,600 New
FNBT
75
FineMark National Bank & Trust
Florida
$330K +$23K +1,238 +8%
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