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Schwab US REIT ETF
SCHH

Overview Fund Activity

188 hedge funds and large institutions have $1.49B invested in Schwab US REIT ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
28
Increased
85
Reduced
50
Closed
17
Calls
$3.43M
Puts
$4.42M
Net Calls
-$991K
Net Calls Change
-$340K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$31.7M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$28.4M
4
APFBOT
4
Amica Pension Fund Board of Trustees
Rhode Island
$20.8M
5
CCA
5
Catalyst Capital Advisors
New York
$17M

Top Sellers

1
LYV
1
Live Your Vision
Pennsylvania
$4.68M
2
ACM
2
Avalon Capital Management
California
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SG
4
Swarthmore Group
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$820K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
51
Stratford Consulting
Texas
$2.61M 122,536 +1,934 +2%
WIC
52
Whitegate Investment Counselors
New Hampshire
$2.5M 117,318 +1,712 +1%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$2.39M 111,826 +2,782 +3%
BTS
54
BB&T Securities
Virginia
$2.33M 109,274 -570 -0.5%
IAS
55
IMA Advisory Services
Colorado
$2.29M 107,458 -2,618 -2%
LPL Financial
56
LPL Financial
California
$2.26M 109,680 +24,034 +28%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$2.25M 105,632 -23,072 -18%
AG
58
Appleton Group
Wisconsin
$2.25M 105,502 +4,762 +5%
UBS Group
59
UBS Group
Switzerland
$2.12M 99,474 +53,086 +114%
RC
60
Roundview Capital
New Jersey
$2.04M 95,592 +37,264 +64%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$2.03M 95,254 +2,842 +3%
RMC
62
Regis Management Company
California
$1.96M 92,046 +2,194 +2%
MAM
63
Marquette Asset Management
Minnesota
$1.88M 88,258 -7,408 -8%
AG
64
Advisor Group
Arizona
$1.78M 83,462 +73,232 +716%
VC
65
Vicus Capital
Pennsylvania
$1.65M 77,308 +23,968 +45%
BSB
66
Bangor Savings Bank
Maine
$1.54M 72,350 +3,950 +6%
CFMC
67
Curbstone Financial Management Corp
New Hampshire
$1.49M 69,900 -5,700 -8%
FF
68
Friedenthal Financial
New Jersey
$1.49M 69,666 +41,900 +151%
PMG
69
ProVise Management Group
Florida
$1.46M 68,450 +68,450 New
3AM
70
3D Asset Management
Connecticut
$1.42M 66,764 -27,990 -30%
Morgan Stanley
71
Morgan Stanley
New York
$1.35M 63,316 +29,736 +89%
EA
72
Efficient Advisors
Ohio
$1.34M 62,952 -7,246 -10%
CPIG
73
Chicago Partners Investment Group
Illinois
$1.31M 61,536 +814 +1%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$1.31M 61,386 -1,204 -2%
CCM
75
CWH Capital Management
Washington
$1.25M 58,540 +940 +2%
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