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Schwab US REIT ETF
SCHH

Overview Fund Activity

207 hedge funds and large institutions have $1.6B invested in Schwab US REIT ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
5.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.53%
New
45
Increased
79
Reduced
54
Closed
24
Calls
$2.6M
Puts
$3.55M
Net Calls
-$944K
Net Calls Change
+$47K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$506M
2
CSIA
2
Charles Schwab Investment Advisory
California
$393M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$28.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$150M
5
AG
5
Appleton Group
Wisconsin
$7.74M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
TCM
2
Tradewinds Capital Management
Washington
$5.74M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$345K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
76
Mather Group
Illinois
$1.27M +$1.27M +62,002 New
CFD
77
Creative Financial Designs
Indiana
$1.23M +$1.23M +59,830 New
MAS
78
Managed Account Services
Florida
$1.22M +$1.22M +59,538 New
BFPW
79
BOK Financial Private Wealth
Colorado
$1.18M +$715K +34,862 +156%
AG
80
Advisor Group
Arizona
$1.17M -$541K -26,384 -32%
BSB
81
Bangor Savings Bank
Maine
$1.15M -$336K -16,356 -23%
AWM
82
Avior Wealth Management
Nebraska
$1.15M +$72.4K +3,530 +7%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$1.08M -$1.21M -59,006 -53%
TAM
84
Trillium Asset Management
Massachusetts
$1.07M – – –
FTS
85
Fifth Third Securities
Ohio
$1.01M +$461K +22,458 +83%
FF
86
Friedenthal Financial
New Jersey
$970K -$460K -22,404 -32%
KKAMG
87
Kernodle & Katon Asset Management Group
Arkansas
$931K +$159K +7,730 +21%
CCM
88
CWH Capital Management
Washington
$926K -$276K -13,430 -23%
VC
89
Vicus Capital
Pennsylvania
$894K -$692K -33,726 -44%
GAM
90
Gemmer Asset Management
California
$890K +$187K +9,122 +27%
TYCC
91
Texas Yale Capital Corp
Florida
$886K +$640K +31,200 +260%
TAT
92
TD Ameritrade Trust
Colorado
$884K +$11.1K +540 +1%
PFM
93
Peak Financial Management
Massachusetts
$880K +$880K +42,880 New
B
94
Bailard
California
$873K +$38.5K +1,878 +5%
Morgan Stanley
95
Morgan Stanley
New York
$833K -$467K -22,740 -36%
FA
96
Fagan Associates
New York
$803K -$14.4K -702 -2%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$802K -$1.37M -66,568 -63%
CA
98
Cambridge Advisors
Nebraska
$794K +$149K +7,250 +23%
DIA
99
Denver Investment Advisors
Colorado
$762K – – –
AA
100
Alesco Advisors
New York
$734K +$179K +8,746 +32%
2 3
4
5 6