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Schwab US REIT ETF
SCHH

Overview Fund Activity

155 hedge funds and large institutions have $1.02B invested in Schwab US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 22 closing their positions.

Holders
155
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
23
Increased
58
Reduced
58
Closed
22
Calls
$2.13M
Puts
$2.44M
Net Calls
-$313K
Net Calls Change
-$322K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$412M
2
CSIA
2
Charles Schwab Investment Advisory
California
$281M
3
ACM
3
Avalon Capital Management
California
$11.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$8.95M
5
KF
5
Krilogy Financial
Missouri
$5.03M

Top Sellers

1
TH
1
TMFS Holdings
Kansas
$582K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
3AM
3
3D Asset Management
Connecticut
$2.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
VV
5
Valentine Ventures
Oregon
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Alesco Advisors
New York
$510K -$34.4K -1,660 -6%
EAM
77
Evanson Asset Management
California
$504K +$994 +48 +0.2%
MFS
78
MSI Financial Services
Massachusetts
$472K +$412K +19,932 +690%
PWM
79
Perigon Wealth Management
California
$468K -$235 -12 -0.1%
ACM
80
Argentus Capital Management
Texas
$465K +$374K +18,090 +412%
PVH
81
Psagot Value Holdings
Israel
$455K -$145K -7,000 -24%
BFPW
82
BOK Financial Private Wealth
Colorado
$455K -$129K -6,216 -22%
RC
83
Roundview Capital
New Jersey
$449K +$449K +21,680 New
Millennium Management
84
Millennium Management
New York
$415K +$8.69K +420 +2%
LFA
85
Landmark Financial Advisors
Kentucky
$391K +$112K +5,398 +40%
FF
86
Friedenthal Financial
New Jersey
$375K – – –
PHAM
87
Palisades Hudson Asset Management
Florida
$373K +$113K +5,452 +43%
FNBT
88
FineMark National Bank & Trust
Florida
$372K +$1.86K +90 +0.5%
GAM
89
Gould Asset Management
California
$325K +$325K +15,690 New
PAG
90
Pinnacle Advisory Group
Maryland
$322K -$6.29K -304 -2%
ACM
91
Armbruster Capital Management
New York
$316K +$48.1K +2,324 +18%
TRCT
92
Tower Research Capital (TRC)
New York
$291K +$188K +9,070 +181%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$275K +$14.9K +720 +6%
VCP
94
Vista Capital Partners
Oregon
$270K -$16.1K -776 -6%
WCM
95
Wealthcare Capital Management
Virginia
$266K +$8.58K +414 +3%
TYCC
96
Texas Yale Capital Corp
Florida
$248K – – –
AL
97
Agran Libbie
California
$246K +$246K +11,866 New
VNA
98
Valley National Advisers
Pennsylvania
$243K -$25.5K -1,234 -10%
MHS
99
M Holdings Securities
Oregon
$234K +$4.48K +216 +2%
FTS
100
Fifth Third Securities
Ohio
$234K +$234K +11,324 New
2 3
4
5 6