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Schwab US REIT ETF
SCHH

Overview Fund Activity

207 hedge funds and large institutions have $1.6B invested in Schwab US REIT ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
5.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.53%
New
45
Increased
79
Reduced
54
Closed
24
Calls
$2.6M
Puts
$3.55M
Net Calls
-$944K
Net Calls Change
+$47K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$506M
2
CSIA
2
Charles Schwab Investment Advisory
California
$393M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$28.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$150M
5
AG
5
Appleton Group
Wisconsin
$7.74M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
TCM
2
Tradewinds Capital Management
Washington
$5.74M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$345K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.67M
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
51
Whitegate Investment Counselors
New Hampshire
$3.11M 151,540 +34,222 +29%
UBS Group
52
UBS Group
Switzerland
$3.1M 151,246 +51,772 +52%
ARMT
53
Amica Retiree Medical Trust
Rhode Island
$3.09M 150,670 – –
MAS
54
Madden Advisory Services
Florida
$2.97M 144,798 -15,370 -10%
SSI
55
Scott & Selber Inc
Texas
$2.93M 142,912 +142,912 New
IFA
56
Interactive Financial Advisors
Illinois
$2.89M 140,958 -63,996 -31%
PAG
57
Private Advisor Group
New Jersey
$2.83M 138,792 -4,558 -3%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.76M 134,532 -40,876 -23%
SC
59
Stratford Consulting
Texas
$2.75M 134,086 +11,550 +9%
UBS AM
60
UBS AM
Illinois
$2.71M 132,136 -48,544 -27%
BTS
61
BB&T Securities
Virginia
$2.33M 109,274 – –
LPL Financial
62
LPL Financial
California
$2.2M 107,054 -2,626 -2%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$2.17M 105,734 +10,480 +11%
MIAN
64
Mariner Independent Advisor Network
Kansas
$2.05M 99,900 +60,948 +156%
IAS
65
IMA Advisory Services
Colorado
$1.98M 96,686 -10,772 -10%
MAM
66
Marquette Asset Management
Minnesota
$1.75M 85,080 -3,178 -4%
RC
67
Roundview Capital
New Jersey
$1.67M 81,240 -14,352 -15%
ACM
68
Armbruster Capital Management
New York
$1.44M 70,230 +51,608 +277%
FWCM
69
Ferguson Wellman Capital Management
Oregon
$1.41M 68,560 +26,854 +64%
CFA
70
Cahill Financial Advisors
Minnesota
$1.4M 68,198 +56,346 +475%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$1.39M 67,800 +6,414 +10%
EA
72
Efficient Advisors
Ohio
$1.38M 67,172 +4,220 +7%
3AM
73
3D Asset Management
Connecticut
$1.36M 66,234 -530 -0.8%
CPIG
74
Chicago Partners Investment Group
Illinois
$1.3M 63,156 +1,620 +3%
PFC
75
Phocas Financial Corp
California
$1.29M 63,046 +63,046 New
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