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Schwab US REIT ETF
SCHH

Overview Fund Activity

155 hedge funds and large institutions have $1.02B invested in Schwab US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 22 closing their positions.

Holders
155
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
23
Increased
58
Reduced
58
Closed
22
Calls
$2.13M
Puts
$2.44M
Net Calls
-$313K
Net Calls Change
-$322K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$412M
2
CSIA
2
Charles Schwab Investment Advisory
California
$281M
3
ACM
3
Avalon Capital Management
California
$11.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$8.95M
5
KF
5
Krilogy Financial
Missouri
$5.03M

Top Sellers

1
TH
1
TMFS Holdings
Kansas
$582K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
3AM
3
3D Asset Management
Connecticut
$2.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
VV
5
Valentine Ventures
Oregon
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$1.41M 68,154 -25,524 -27%
BW
52
Bison Wealth
Georgia
$1.39M 67,222 +67,222 New
Bank of America
53
Bank of America
North Carolina
$1.34M 64,762 -9,996 -13%
CPIG
54
Chicago Partners Investment Group
Illinois
$1.32M 63,858 +3,064 +5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.31M 63,232 -4,624 -7%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$1.18M 56,864 -16,584 -23%
KKAMG
57
Kernodle & Katon Asset Management Group
Arkansas
$1.15M 55,370 -13,274 -19%
UBS Group
58
UBS Group
Switzerland
$1.09M 52,874 +4,596 +10%
PFC
59
Phocas Financial Corp
California
$1.08M 52,166 +17,690 +51%
CCM
60
CWH Capital Management
Washington
$1.07M 51,680 +51,680 New
AWM
61
Avior Wealth Management
Nebraska
$1.05M 50,934 +1,980 +4%
FWCM
62
Ferguson Wellman Capital Management
Oregon
$1.03M 49,684 -166,018 -77%
CS
63
Credit Suisse
Switzerland
$951K 45,944 -6,510 -12%
FA
64
Fagan Associates
New York
$843K 40,706 +76 +0.2%
DIA
65
Denver Investment Advisors
Colorado
$768K 37,116 – –
NSAM
66
North Star Asset Management
Wisconsin
$738K 35,650 -3,700 -9%
GAM
67
Gemmer Asset Management
California
$705K 34,084 +1,174 +4%
DW
68
Domani Wealth
Pennsylvania
$694K 33,540 +19,004 +131%
NFG
69
Next Financial Group
Texas
$689K 33,314 +19,840 +147%
BFG
70
Bouchey Financial Group
New York
$673K 32,518 -5,670 -15%
TH
71
TMFS Holdings
Kansas
$582K 28,128 -627,722 -96%
CA
72
Cambridge Advisors
Nebraska
$534K 25,818 +4,492 +21%
B
73
Bailard
California
$528K 25,500 +25,500 New
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$526K 25,402 +102 +0.4%
AMG
75
Asset Management Group
Connecticut
$517K 24,974 +500 +2%
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