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Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $737M invested in Schwab US REIT ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
60
Reduced
33
Closed
12
Calls
$1.82M
Puts
$1.55M
Net Calls
+$264K
Net Calls Change
+$383K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$199M
2
Creative Planning
2
Creative Planning
Kansas
$312M
3
Goldman Sachs
3
Goldman Sachs
New York
$14.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.85M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
AI
2
Atria Investments
North Carolina
$417K
3
Bank of America
3
Bank of America
North Carolina
$447K
4
Morgan Stanley
4
Morgan Stanley
New York
$202K
5
FC
5
Financial Consulate
Maryland
$486K
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
101
Private Ocean
California
$47K +$335 +18 +0.7%
Simplex Trading
102
Simplex Trading
Illinois
$45K +$25.1K +1,354 +126%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$44K – – –
WCM
104
Wealthcare Capital Management
Virginia
$44K +$111 +6 +0.3%
ACM
105
Argentus Capital Management
Texas
$42K +$42K +2,248 New
CG
106
Colony Group
Massachusetts
$40K +$40K +2,150 New
HCMT
107
Highland Capital Management (Tennessee)
Tennessee
$39K – – –
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$34K +$2.9K +158 +9%
WOC
109
West Oak Capital
California
$33.9K +$23.8K +1,280 +235%
IWM
110
Integrated Wealth Management
California
$32K +$3.02K +160 +10%
SCA
111
Strategic Capital Alternatives
United States
$31K +$31K +1,678 New
WTB
112
Washington Trust Bank
Washington
$28K – – –
BC
113
Bartlett & Co
Ohio
$22K – – –
WT
114
Whittier Trust
California
$22K +$152 +8 +0.7%
Citigroup
115
Citigroup
New York
$21K +$21K +1,104 New
NFG
116
Next Financial Group
Texas
$15K – – –
RBC
117
Roble Belko & Company
Pennsylvania
$14K +$75 +4 +0.5%
S
118
SignatureFD
Georgia
$13K +$380 +20 +3%
MFS
119
MSI Financial Services
Massachusetts
$12K +$76 +4 +0.6%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$11K +$5K +250 +83%
BCM
121
Brookstone Capital Management
Illinois
$9K -$4.95K -262 -36%
BWA
122
Burt Wealth Advisors
Maryland
$9K +$9K +494 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$8K +$1.51K +84 +23%
AA
124
Apriem Advisors
California
$7K -$70 -4 -1%
TIM
125
Tortoise Investment Management
New York
$7K – – –
2 3 4
5
6