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Schwab US REIT ETF
SCHH

Overview Fund Activity

178 hedge funds and large institutions have $1.32B invested in Schwab US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
34
Increased
73
Reduced
52
Closed
9
Calls
$3.46M
Puts
$4.11M
Net Calls
-$651K
Net Calls Change
-$338K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$126M
2
CSIA
2
Charles Schwab Investment Advisory
California
$332M
3
RIG
3
RiverFront Investment Group
Virginia
$35M
4
Creative Planning
4
Creative Planning
Kansas
$466M
5
RJA
5
Raymond James & Associates
Florida
$10.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.09M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
LPL Financial
3
LPL Financial
California
$1.87M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.46M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
76
Fagan Associates
New York
$866K 39,888 -818 -2%
B
77
Bailard
California
$861K 39,630 +14,130 +55%
DIA
78
Denver Investment Advisors
Colorado
$806K 37,116 – –
NSAM
79
North Star Asset Management
Wisconsin
$757K 34,850 -800 -2%
GAM
80
Gemmer Asset Management
California
$751K 34,572 +488 +1%
Morgan Stanley
81
Morgan Stanley
New York
$729K 33,580 +23,792 +243%
MIAN
82
Mariner Independent Advisor Network
Kansas
$725K 33,388 +10,362 +45%
NFG
83
Next Financial Group
Texas
$702K 32,354 -960 -3%
BFG
84
Bouchey Financial Group
New York
$702K 32,340 -178 -0.5%
DW
85
Domani Wealth
Pennsylvania
$627K 28,856 -4,684 -14%
FF
86
Friedenthal Financial
New Jersey
$603K 27,766 +8,864 +47%
LFA
87
Landmark Financial Advisors
Kentucky
$594K 27,392 +8,488 +45%
CA
88
Cambridge Advisors
Nebraska
$581K 26,728 +910 +4%
AA
89
Alesco Advisors
New York
$564K 25,948 +1,334 +5%
Millennium Management
90
Millennium Management
New York
$557K 25,662 +5,600 +28%
TH
91
TMFS Holdings
Kansas
$554K 25,510 -2,618 -9%
CS
92
Credit Suisse
Switzerland
$545K 25,092 -20,852 -45%
AMG
93
Asset Management Group
Connecticut
$545K 25,104 +130 +0.5%
EAM
94
Evanson Asset Management
California
$539K 24,794 +444 +2%
PWM
95
Perigon Wealth Management
California
$497K 22,884 -1,014 -4%
BFPW
96
BOK Financial Private Wealth
Colorado
$447K 20,576 -1,408 -6%
TW
97
Transform Wealth
Colorado
$435K 20,030 +20,030 New
PVH
98
Psagot Value Holdings
Israel
$434K 20,000 -2,000 -9%
SPC
99
Sigma Planning Corp
Michigan
$404K 18,598 +8,294 +80%
MFS
100
MSI Financial Services
Massachusetts
$403K 18,524 -4,296 -19%
2 3
4
5 6