SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $375M invested in Schwab US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
48
Closed
15
Calls
$629K
Puts
$458K
Net Calls
+$171K
Net Calls Change
+$611K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$52.6M
2
PFG
2
Piershale Financial Group
Illinois
$11.9M
3
F
3
FutureAdvisor
California
$4.77M
4
Ameriprise
4
Ameriprise
Minnesota
$7.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.55M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$12.2M
2
BTS
2
BB&T Securities
Virginia
$4.12M
3
ACM
3
Avalon Capital Management
California
$1.85M
4
TCM
4
Tradewinds Capital Management
Washington
$5.08M
5
RJA
5
Raymond James & Associates
Florida
$957K
Name Market Value Shares Shares
Change 		Shares
Change %
TF
101
Tompkins Financial
New York
$59K 2,928 – –
CDIA
102
Capital Directions Investment Advisors
Georgia
$54K 2,790 – –
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$48K 2,386 – –
WCM
104
Wealthcare Capital Management
Virginia
$48K 2,362 +6 +0.3%
WT
105
Whittier Trust
California
$47K 2,306 +1,368 +146%
S
106
SignatureFD
Georgia
$42K 2,050 -6,970 -77%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$41K 2,000 +2,000 New
PO
108
Private Ocean
California
$40K 1,962 – –
PIA
109
Peachtree Investment Advisors
Georgia
$31K 1,520 – –
Citigroup
110
Citigroup
New York
$31K 1,538 +1,538 New
WTB
111
Washington Trust Bank
Washington
$30K 1,488 – –
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$30K 1,488 +48 +3%
IWM
113
Integrated Wealth Management
California
$27K 1,340 +1,340 New
BC
114
Bartlett & Co
Ohio
$24K 1,200 – –
RBC
115
Roble Belko & Company
Pennsylvania
$21K 1,030 +1,030 New
NFG
116
Next Financial Group
Texas
$16K 834 – –
MAA
117
Managed Account Advisors
New Jersey
$16K 766 +766 New
US Bancorp
118
US Bancorp
Minnesota
$14K 706 +706 New
HR
119
Howe & Rusling
New York
$8K 412 – –
BWA
120
Burt Wealth Advisors
Maryland
$8K 412 +410 +20,500%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$6K 300 – –
TIM
122
Tortoise Investment Management
New York
$6K 280 +102 +57%
MCM
123
Manchester Capital Management
Vermont
$4K 200 -1,800 -90%
VIA
124
Vantage Investment Advisors
Pennsylvania
$4K 220 +56 +34%
SSB
125
Sandy Spring Bank
Maryland
$3K 160 – –
2 3 4
5
6