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Schwab US REIT ETF
SCHH

Overview Fund Activity

178 hedge funds and large institutions have $1.32B invested in Schwab US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
34
Increased
73
Reduced
52
Closed
9
Calls
$3.46M
Puts
$4.11M
Net Calls
-$651K
Net Calls Change
-$338K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$126M
2
CSIA
2
Charles Schwab Investment Advisory
California
$332M
3
RIG
3
RiverFront Investment Group
Virginia
$35M
4
Creative Planning
4
Creative Planning
Kansas
$466M
5
RJA
5
Raymond James & Associates
Florida
$10.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.09M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
LPL Financial
3
LPL Financial
California
$1.87M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.46M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
51
3D Asset Management
Connecticut
$2.06M 94,754 -30,664 -24%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.01M 92,412 -3,172 -3%
GA
53
Gateway Advisory
New Jersey
$1.99M 89,802 +89,802 New
RMC
54
Regis Management Company
California
$1.95M 89,852 – –
LPL Financial
55
LPL Financial
California
$1.87M 85,646 -80,888 -49%
CFMC
56
Curbstone Financial Management Corp
New Hampshire
$1.64M 75,600 -3,900 -5%
EA
57
Efficient Advisors
Ohio
$1.53M 70,198 -112 -0.2%
BSB
58
Bangor Savings Bank
Maine
$1.49M 68,400 -5,012 -7%
TRCT
59
Tower Research Capital (TRC)
New York
$1.4M 64,554 +50,484 +359%
VFS
60
VSR Financial Services
Kansas
$1.36M 62,598 -12,754 -17%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.36M 62,590 +5,726 +10%
BW
62
Bison Wealth
Georgia
$1.35M 62,044 -5,178 -8%
CPIG
63
Chicago Partners Investment Group
Illinois
$1.32M 60,722 -3,136 -5%
RC
64
Roundview Capital
New Jersey
$1.27M 58,328 +36,648 +169%
CCM
65
CWH Capital Management
Washington
$1.25M 57,600 +5,920 +11%
TAM
66
Trillium Asset Management
Massachusetts
$1.18M 54,128 +54,128 New
VC
67
Vicus Capital
Pennsylvania
$1.16M 53,340 +53,340 New
PFC
68
Phocas Financial Corp
California
$1.14M 52,568 +402 +0.8%
AWM
69
Avior Wealth Management
Nebraska
$1.14M 52,342 +1,408 +3%
UCFA
70
United Capital Financial Advisors
Texas
$1.06M 49,240 -23,386 -32%
FWCM
71
Ferguson Wellman Capital Management
Oregon
$1.03M 47,426 -2,258 -5%
UBS Group
72
UBS Group
Switzerland
$1.01M 46,388 -6,486 -12%
KKAMG
73
Kernodle & Katon Asset Management Group
Arkansas
$918K 42,282 -13,088 -24%
TAT
74
TD Ameritrade Trust
Colorado
$907K 41,782 -48,148 -54%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$896K 41,254 +15,852 +62%
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