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Schwab US REIT ETF
SCHH

Overview Fund Activity

124 hedge funds and large institutions have $633M invested in Schwab US REIT ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
14
Increased
63
Reduced
33
Closed
22
Calls
$607K
Puts
$726K
Net Calls
-$119K
Net Calls Change
-$290K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$284M
2
CSIA
2
Charles Schwab Investment Advisory
California
$157M
3
VF
3
Virtu Financial
New York
$8.34M
4
F
4
FutureAdvisor
California
$10.9M
5
Ameriprise
5
Ameriprise
Minnesota
$10.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
BTS
4
BB&T Securities
Virginia
$0
5
AA
5
Apriem Advisors
California
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Cambridge Advisors
Nebraska
$268K 7,384 +640 +9%
VCP
77
Vista Capital Partners
Oregon
$267K 7,339 +1,236 +20%
CPO
78
Cerity Partners OCIO
New York
$240K 6,607 -1,100 -14%
MCC
79
Mid Continent Capital
Illinois
$234K 6,450 -300 -4%
PHAM
80
Palisades Hudson Asset Management
Florida
$232K 6,408 +25 +0.4%
TYCC
81
Texas Yale Capital Corp
Florida
$218K 6,000 +6,000 New
CWM
82
Concert Wealth Management
California
$203K 5,595 +5,595 New
FAAS
83
First Allied Advisory Services
California
$200K 5,578 -5,148 -48%
Wells Fargo
84
Wells Fargo
California
$189K 5,195 -22,055 -81%
AF
85
Allworth Financial
California
$170K 4,678 -104 -2%
AIG
86
American International Group
New York
$128K 3,536 -11,068 -76%
AWM
87
AllSquare Wealth Management
New York
$99K 2,737 – –
SHJ
88
Sharkey, Howes & Javer
Colorado
$89K 2,461 +265 +12%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$71K 1,952 -282 -13%
EK
90
Evensky & Katz
Florida
$55K 1,535 -25 -2%
TF
91
Tompkins Financial
New York
$53K 1,464 – –
CDIA
92
Capital Directions Investment Advisors
Georgia
$51K 1,395 – –
PO
93
Private Ocean
California
$46K 1,255 +274 +28%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$43K 1,193 – –
WCM
95
Wealthcare Capital Management
Virginia
$43K 1,183 +2 +0.2%
BJ
96
Brouwer & Janachowski
California
$39K 1,075 +1,075 New
HCMT
97
Highland Capital Management (Tennessee)
Tennessee
$38K 1,050 +1,050 New
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$31K 846 +102 +14%
IWM
99
Integrated Wealth Management
California
$28K 768 +98 +15%
WTB
100
Washington Trust Bank
Washington
$27K 744 – –
2 3
4
5 6