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Schwab US REIT ETF
SCHH

Overview Fund Activity

178 hedge funds and large institutions have $1.32B invested in Schwab US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
34
Increased
73
Reduced
52
Closed
9
Calls
$3.46M
Puts
$4.11M
Net Calls
-$651K
Net Calls Change
-$338K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$126M
2
CSIA
2
Charles Schwab Investment Advisory
California
$332M
3
RIG
3
RiverFront Investment Group
Virginia
$35M
4
Creative Planning
4
Creative Planning
Kansas
$466M
5
RJA
5
Raymond James & Associates
Florida
$10.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.09M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
LPL Financial
3
LPL Financial
California
$1.87M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.46M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNBT
101
FineMark National Bank & Trust
Florida
$393K 18,078 +100 +0.6%
FTS
102
Fifth Third Securities
Ohio
$390K 17,964 +6,640 +59%
PHAM
103
Palisades Hudson Asset Management
Florida
$383K 17,616 -420 -2%
ACM
104
Armbruster Capital Management
New York
$379K 17,428 +2,170 +14%
ACM
105
Argentus Capital Management
Texas
$365K 16,806 -5,670 -25%
IA
106
IFP Advisors
Florida
$334K 15,386 +15,386 New
AP
107
Advisors Preferred
Maryland
$324K 14,922 +5,068 +51%
PAG
108
Pinnacle Advisory Group
Maryland
$321K 14,804 -754 -5%
VNA
109
Valley National Advisers
Pennsylvania
$309K 14,232 +2,484 +21%
KA
110
Kovack Advisors
Florida
$298K 13,726 +13,726 New
WCM
111
Wealthcare Capital Management
Virginia
$279K 12,844 +6 +0%
VCP
112
Vista Capital Partners
Oregon
$272K 12,538 -492 -4%
AL
113
Agran Libbie
California
$271K 12,476 +610 +5%
TYCC
114
Texas Yale Capital Corp
Florida
$261K 12,000 – –
Stifel Financial
115
Stifel Financial
Missouri
$259K 11,866 +11,866 New
PAI
116
Pittenger & Anderson Inc
Nebraska
$249K 11,472 +336 +3%
CFA
117
Cahill Financial Advisors
Minnesota
$245K 11,246 +11,246 New
CAMG
118
CWA Asset Management Group
Florida
$243K 11,184 +11,184 New
CPO
119
Cerity Partners OCIO
New York
$242K 11,018 – –
Brown Advisory
120
Brown Advisory
Maryland
$242K 11,154 +418 +4%
MHS
121
M Holdings Securities
Oregon
$237K 10,910 -380 -3%
EHPM
122
Emery Howard Portfolio Management
California
$233K 10,742 +58 +0.5%
AG
123
Advisor Group
Arizona
$220K 10,230 +10,230 New
SFG
124
StrategIQ Financial Group
Indiana
$213K 9,786 -220 -2%
RCA
125
Rowland Carmichael Advisors
Arizona
$201K 9,242 -280 -3%
3 4
5
6 7