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Schwab US REIT ETF
SCHH

Overview Fund Activity

155 hedge funds and large institutions have $1.02B invested in Schwab US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 22 closing their positions.

Holders
155
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
23
Increased
58
Reduced
58
Closed
22
Calls
$2.13M
Puts
$2.44M
Net Calls
-$313K
Net Calls Change
-$322K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$412M
2
CSIA
2
Charles Schwab Investment Advisory
California
$281M
3
ACM
3
Avalon Capital Management
California
$11.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$8.95M
5
KF
5
Krilogy Financial
Missouri
$5.03M

Top Sellers

1
TH
1
TMFS Holdings
Kansas
$582K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
3AM
3
3D Asset Management
Connecticut
$2.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
VV
5
Valentine Ventures
Oregon
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
PAI
101
Pittenger & Anderson Inc
Nebraska
$231K 11,136 +6,876 +161%
CPO
102
Cerity Partners OCIO
New York
$228K 11,018 – –
Brown Advisory
103
Brown Advisory
Maryland
$222K 10,736 -400 -4%
AI
104
Atria Investments
North Carolina
$221K 10,670 -10,902 -51%
EHPM
105
Emery Howard Portfolio Management
California
$221K 10,684 +54 +0.5%
SPC
106
Sigma Planning Corp
Michigan
$213K 10,304 -12,846 -55%
SFG
107
StrategIQ Financial Group
Indiana
$207K 10,006 -2,714 -21%
AP
108
Advisors Preferred
Maryland
$204K 9,854 +4,816 +96%
Morgan Stanley
109
Morgan Stanley
New York
$203K 9,788 -6,204 -39%
RCA
110
Rowland Carmichael Advisors
Arizona
$197K 9,522 +9,522 New
AIG
111
American International Group
New York
$170K 8,240 -11,192 -58%
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$164K 7,936 -820 -9%
GWM
113
Gupta Wealth Management
California
$152K 7,320 +7,320 New
SEI Investments
114
SEI Investments
Pennsylvania
$142K 6,858 -300 -4%
BMM
115
Buffington Mohr McNeal
Idaho
$139K 6,702 +6,702 New
AF
116
Allworth Financial
California
$137K 6,608 -130 -2%
AWM
117
AllSquare Wealth Management
New York
$113K 5,474 – –
PCM
118
Prelude Capital Management
New York
$99K 4,800 +4,800 New
SWA
119
Sutton Wealth Advisors
Florida
$83K 4,010 +4,010 New
TF
120
Tompkins Financial
New York
$83K 4,022 – –
Citigroup
121
Citigroup
New York
$73K 3,490 +2,648 +314%
AP
122
Atwood & Palmer
Missouri
$72K 3,464 – –
PFBT
123
Parkside Financial Bank & Trust
Missouri
$64K 3,106 +8 +0.3%
SBL
124
Sargent Bickham Lagudis
Colorado
$62K 2,998 +2,998 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$57K 2,778 -32 -1%
3 4
5
6 7