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Schwab US REIT ETF
SCHH

Overview Fund Activity

156 hedge funds and large institutions have $932M invested in Schwab US REIT ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
156
Holders Change
+24
Holders Change %
+18.18%
% of All Funds
4.1%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
43
Increased
67
Reduced
31
Closed
17
Calls
$3.03M
Puts
$3.02M
Net Calls
+$9K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$245M
2
Creative Planning
2
Creative Planning
Kansas
$364M
3
BlackRock
3
BlackRock
New York
$19.7M
4
TH
4
TMFS Holdings
Kansas
$13M
5
PFG
5
Piershale Financial Group
Illinois
$12.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$727K
2
KF
2
Krilogy Financial
Missouri
$0
3
PTCG
3
Pring Turner Capital Group
California
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$99K
5
SB
5
Suntrust Banks
Georgia
$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
101
StrategIQ Financial Group
Indiana
$252K +$252K +12,720 New
PHAM
102
Palisades Hudson Asset Management
Florida
$249K +$1.54K +78 +0.6%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$249K +$249K +12,550 New
WCM
104
Wealthcare Capital Management
Virginia
$246K +$199K +10,052 +424%
TYCC
105
Texas Yale Capital Corp
Florida
$238K – – –
CAMG
106
CWA Asset Management Group
Florida
$231K +$231K +11,638 New
Brown Advisory
107
Brown Advisory
Maryland
$221K +$221K +11,136 New
MHS
108
M Holdings Securities
Oregon
$219K -$14.8K -750 -6%
CPO
109
Cerity Partners OCIO
New York
$218K -$19.5K -986 -8%
EHPM
110
Emery Howard Portfolio Management
California
$211K +$211K +10,630 New
HFM
111
Hartford Financial Management
Connecticut
$200K +$200K +10,122 New
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$174K +$174K +8,756 New
IA
113
IFP Advisors
Florida
$168K +$168K +8,478 New
SEI Investments
114
SEI Investments
Pennsylvania
$142K +$142K +7,158 New
AF
115
Allworth Financial
California
$134K +$6.52K +328 +5%
AWM
116
AllSquare Wealth Management
New York
$108K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$99K -$1.21M -61,008 -92%
AP
118
Advisors Preferred
Maryland
$99K +$99K +5,038 New
SHJ
119
Sharkey, Howes & Javer
Colorado
$98K – – –
ACM
120
Argentus Capital Management
Texas
$87K +$42.4K +2,138 +95%
SFPM
121
Sensible Financial Planning & Management
Massachusetts
$86K – – –
PAI
122
Pittenger & Anderson Inc
Nebraska
$84K +$16K +810 +23%
TF
123
Tompkins Financial
New York
$80K +$21.8K +1,094 +37%
AP
124
Atwood & Palmer
Missouri
$69K – – –
PFBT
125
Parkside Financial Bank & Trust
Missouri
$61K +$827 +42 +1%
3 4
5
6 7