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Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $375M invested in Schwab US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
48
Closed
15
Calls
$629K
Puts
$458K
Net Calls
+$171K
Net Calls Change
+$611K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$52.6M
2
PFG
2
Piershale Financial Group
Illinois
$11.9M
3
F
3
FutureAdvisor
California
$4.77M
4
Ameriprise
4
Ameriprise
Minnesota
$7.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.55M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$12.2M
2
BTS
2
BB&T Securities
Virginia
$4.12M
3
ACM
3
Avalon Capital Management
California
$1.85M
4
TCM
4
Tradewinds Capital Management
Washington
$5.08M
5
RJA
5
Raymond James & Associates
Florida
$957K
Name Market Value Shares Shares
Change 		Shares
Change %
PFC
76
Phocas Financial Corp
California
$454K 22,394 +4,804 +27%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$450K 22,178 -19,810 -47%
FAAS
78
First Allied Advisory Services
California
$441K 21,452 +21,452 New
W
79
Wealthfront
California
$398K 19,614 +530 +3%
AMG
80
Asset Management Group
Connecticut
$377K 18,612 +18,612 New
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$358K 17,654 +17,654 New
FNBT
82
FineMark National Bank & Trust
Florida
$333K 16,404 +78 +0.5%
OCM
83
One Capital Management
California
$330K 16,288 +1,426 +10%
CPO
84
Cerity Partners OCIO
New York
$313K 15,414 -5,796 -27%
BFPW
85
BOK Financial Private Wealth
Colorado
$290K 14,284 -600 -4%
MCC
86
Mid Continent Capital
Illinois
$274K 13,500 +13,500 New
CA
87
Cambridge Advisors
Nebraska
$273K 13,488 -1,518 -10%
PHAM
88
Palisades Hudson Asset Management
Florida
$259K 12,766 +1,226 +11%
VCP
89
Vista Capital Partners
Oregon
$247K 12,206 +726 +6%
B
90
Bailard
California
$225K 11,098 – –
QI
91
QS Investors
New York
$220K 10,832 +10,832 New
KIA
92
KCM Investment Advisors
California
$201K 9,930 +9,930 New
AF
93
Allworth Financial
California
$194K 9,564 +1,760 +23%
AWM
94
AllSquare Wealth Management
New York
$111K 5,474 – –
MFS
95
MSI Financial Services
Massachusetts
$93K 4,580 +3,956 +634%
FANJ
96
Financial Architects (New Jersey)
New Jersey
$91K 4,468 +2 +0%
SHJ
97
Sharkey, Howes & Javer
Colorado
$89K 4,392 +4,392 New
AP
98
Advisors Preferred
Maryland
$64.9K 3,200 -4,782 -60%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$64K 3,166 +3,166 New
EK
100
Evensky & Katz
Florida
$63K 3,120 -116 -4%
2 3
4
5 6