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Schwab US REIT ETF
SCHH

Overview Fund Activity

156 hedge funds and large institutions have $932M invested in Schwab US REIT ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
156
Holders Change
+24
Holders Change %
+18.18%
% of All Funds
4.1%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
43
Increased
67
Reduced
31
Closed
17
Calls
$3.03M
Puts
$3.02M
Net Calls
+$9K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$245M
2
Creative Planning
2
Creative Planning
Kansas
$364M
3
BlackRock
3
BlackRock
New York
$19.7M
4
TH
4
TMFS Holdings
Kansas
$13M
5
PFG
5
Piershale Financial Group
Illinois
$12.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$727K
2
KF
2
Krilogy Financial
Missouri
$0
3
PTCG
3
Pring Turner Capital Group
California
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$99K
5
SB
5
Suntrust Banks
Georgia
$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
51
Efficient Advisors
Ohio
$1.44M -$217K -10,972 -13%
KKAMG
52
Kernodle & Katon Asset Management Group
Arkansas
$1.36M +$1.36M +68,644 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.35M +$349K +17,598 +35%
CPIG
54
Chicago Partners Investment Group
Illinois
$1.21M +$199K +10,050 +20%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$1.07M +$377K +19,054 +55%
CS
56
Credit Suisse
Switzerland
$1.04M +$8.01K +404 +0.8%
AWM
57
Avior Wealth Management
Nebraska
$970K -$65.7K -3,314 -6%
UBS Group
58
UBS Group
Switzerland
$957K -$135K -6,830 -12%
SS
59
Simplicity Solutions
Minnesota
$936K +$936K +47,230 New
VKH
60
Virtu KCG Holdings
New York
$855K +$855K +43,148 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$822K +$92.5K +4,668 +13%
W
62
Wealthfront
California
$815K +$378K +19,090 +87%
FA
63
Fagan Associates
New York
$805K +$12.5K +630 +2%
NSAM
64
North Star Asset Management
Wisconsin
$780K -$28.7K -1,450 -4%
BFG
65
Bouchey Financial Group
New York
$757K +$87.3K +4,404 +13%
DIA
66
Denver Investment Advisors
Colorado
$736K -$57.2K -2,884 -7%
Goldman Sachs
67
Goldman Sachs
New York
$727K -$15.1M -764,358 -95%
PFC
68
Phocas Financial Corp
California
$683K +$53.3K +2,692 +8%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$659K +$20.2K +1,020 +3%
GAM
70
Gemmer Asset Management
California
$652K +$62.4K +3,150 +11%
FFA
71
First Foundation Advisors
California
$613K +$613K +30,912 New
PVH
72
Psagot Value Holdings
Israel
$575K -$59.5K -3,000 -9%
BFPW
73
BOK Financial Private Wealth
Colorado
$559K +$128K +6,472 +30%
RMC
74
Regis Management Company
California
$547K – – –
AA
75
Alesco Advisors
New York
$521K +$198 +10 +0%
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