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Schwab US REIT ETF
SCHH

Overview Fund Activity

188 hedge funds and large institutions have $1.49B invested in Schwab US REIT ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
28
Increased
85
Reduced
50
Closed
17
Calls
$3.43M
Puts
$4.42M
Net Calls
-$991K
Net Calls Change
-$340K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$31.7M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$28.4M
4
APFBOT
4
Amica Pension Fund Board of Trustees
Rhode Island
$20.8M
5
CCA
5
Catalyst Capital Advisors
New York
$17M

Top Sellers

1
LYV
1
Live Your Vision
Pennsylvania
$4.68M
2
ACM
2
Avalon Capital Management
California
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SG
4
Swarthmore Group
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$820K
Name Market Value Shares Shares
Change 		Shares
Change %
PFC
76
Phocas Financial Corp
California
– – -52,568 Closed
AWM
77
Avior Wealth Management
Nebraska
$1.12M 52,470 +128 +0.2%
TAM
78
Trillium Asset Management
Massachusetts
$1.11M 52,228 -1,900 -4%
TH
79
TMFS Holdings
Kansas
$958K 47,898 +22,388 +88%
TAT
80
TD Ameritrade Trust
Colorado
$907K 42,524 +742 +2%
FWCM
81
Ferguson Wellman Capital Management
Oregon
$889K 41,706 -5,720 -12%
B
82
Bailard
California
$868K 40,680 +1,050 +3%
FA
83
Fagan Associates
New York
$850K 39,848 -40 -0.1%
MIAN
84
Mariner Independent Advisor Network
Kansas
$831K 38,952 +5,564 +17%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$820K 38,446 -92,172 -71%
KKAMG
86
Kernodle & Katon Asset Management Group
Arkansas
$803K 37,634 -4,648 -11%
DIA
87
Denver Investment Advisors
Colorado
$791K 37,116 – –
UCFA
88
United Capital Financial Advisors
Texas
$743K 34,820 -14,420 -29%
GAM
89
Gemmer Asset Management
California
$731K 34,270 -302 -0.9%
NSAM
90
North Star Asset Management
Wisconsin
$680K 31,900 -2,950 -8%
CA
91
Cambridge Advisors
Nebraska
$671K 31,458 +4,730 +18%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$655K 30,738 -10,516 -25%
BFG
93
Bouchey Financial Group
New York
$651K 30,512 -1,828 -6%
AA
94
Alesco Advisors
New York
$577K 27,040 +1,092 +4%
FTS
95
Fifth Third Securities
Ohio
$575K 26,986 +9,022 +50%
LFA
96
Landmark Financial Advisors
Kentucky
$549K 25,736 -1,656 -6%
AMG
97
Asset Management Group
Connecticut
$538K 25,230 +126 +0.5%
US Bancorp
98
US Bancorp
Minnesota
$533K 24,978 +23,988 +2,423%
DW
99
Domani Wealth
Pennsylvania
$505K 23,704 -5,152 -18%
BFPW
100
BOK Financial Private Wealth
Colorado
$478K 22,402 +1,826 +9%
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4
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