SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

124 hedge funds and large institutions have $633M invested in Schwab US REIT ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
14
Increased
63
Reduced
33
Closed
22
Calls
$607K
Puts
$726K
Net Calls
-$119K
Net Calls Change
-$290K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$284M
2
CSIA
2
Charles Schwab Investment Advisory
California
$157M
3
VF
3
Virtu Financial
New York
$8.34M
4
F
4
FutureAdvisor
California
$10.9M
5
Ameriprise
5
Ameriprise
Minnesota
$10.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
BTS
4
BB&T Securities
Virginia
$0
5
AA
5
Apriem Advisors
California
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
101
Focused Wealth Management
New York
$27K 749 +749 New
BC
102
Bartlett & Co
Ohio
$22K 600 – –
WT
103
Whittier Trust
California
$21K 575 -578 -50%
PIA
104
Peachtree Investment Advisors
Georgia
$19K 510 -250 -33%
MAA
105
Managed Account Advisors
New Jersey
$19K 516 +133 +35%
Simplex Trading
106
Simplex Trading
Illinois
$19K 539 +539 New
NFG
107
Next Financial Group
Texas
$15K 417 – –
RBC
108
Roble Belko & Company
Pennsylvania
$13K 371 -144 -28%
BCM
109
Brookstone Capital Management
Illinois
$13K 369 +369 New
S
110
SignatureFD
Georgia
$12K 332 -693 -68%
MFS
111
MSI Financial Services
Massachusetts
$11K 315 -1,975 -86%
WOC
112
West Oak Capital
California
$9.88K 272 +202 +289%
AA
113
Apriem Advisors
California
$7K 202 -113,672 -100%
TIM
114
Tortoise Investment Management
New York
$7K 180 +40 +29%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$7K 181 +145 +403%
PAI
116
Pittenger & Anderson Inc
Nebraska
$7K 195 +195 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$5K 150 – –
SSB
118
Sandy Spring Bank
Maryland
$3K 80 – –
VIA
119
Vantage Investment Advisors
Pennsylvania
$2K 56 -54 -49%
TFA
120
Transamerica Financial Advisors
Florida
$1K 10 – –
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28 781 +4 +0.5%
RIG
122
RiverFront Investment Group
Virginia
– – -301,492 Closed
PFG
123
Piershale Financial Group
Illinois
– – -294,383 Closed
FI
124
FormulaFolio Investments
Michigan
– – -113,410 Closed
FMP
125
Financial Management Professionals
Texas
– – -88,790 Closed
2 3 4
5
6