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Schwab US REIT ETF
SCHH

Overview Fund Activity

188 hedge funds and large institutions have $1.49B invested in Schwab US REIT ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
28
Increased
85
Reduced
50
Closed
17
Calls
$3.43M
Puts
$4.42M
Net Calls
-$991K
Net Calls Change
-$340K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$31.7M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$28.4M
4
APFBOT
4
Amica Pension Fund Board of Trustees
Rhode Island
$20.8M
5
CCA
5
Catalyst Capital Advisors
New York
$17M

Top Sellers

1
LYV
1
Live Your Vision
Pennsylvania
$4.68M
2
ACM
2
Avalon Capital Management
California
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SG
4
Swarthmore Group
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$820K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$473K 22,194 +6,808 +44%
SPC
102
Sigma Planning Corp
Michigan
$457K 21,442 +2,844 +15%
TW
103
Transform Wealth
Colorado
$427K 20,030 – –
MWP
104
Moller Wealth Partners
$416K 19,506 +19,506 New
ACM
105
Armbruster Capital Management
New York
$397K 18,622 +1,194 +7%
PVH
106
Psagot Value Holdings
Israel
$384K 18,000 -2,000 -10%
EAM
107
Evanson Asset Management
California
$373K 17,502 -7,292 -29%
PHAM
108
Palisades Hudson Asset Management
Florida
$370K 17,348 -268 -2%
AP
109
Advisors Preferred
Maryland
$365K 17,102 +2,180 +15%
VNA
110
Valley National Advisers
Pennsylvania
$359K 16,826 +2,594 +18%
SWP
111
Stratos Wealth Partners
Ohio
$355K 16,660 +16,660 New
TRCT
112
Tower Research Capital (TRC)
New York
$320K 14,990 -49,564 -77%
BCMO
113
Buckingham Capital Management (Ohio)
Ohio
$288K 13,486 +13,486 New
ACM
114
Argentus Capital Management
Texas
$282K 13,232 -3,574 -21%
GAM
115
Gould Asset Management
California
$281K 13,190 +13,190 New
SFG
116
StrategIQ Financial Group
Indiana
$278K 13,022 +3,236 +33%
WCM
117
Wealthcare Capital Management
Virginia
$274K 12,848 +4 +0%
VCP
118
Vista Capital Partners
Oregon
$272K 12,752 +214 +2%
TYCC
119
Texas Yale Capital Corp
Florida
$256K 12,000 – –
CFA
120
Cahill Financial Advisors
Minnesota
$253K 11,852 +606 +5%
CAMG
121
CWA Asset Management Group
Florida
$240K 11,244 +60 +0.5%
PAI
122
Pittenger & Anderson Inc
Nebraska
$238K 11,180 -292 -3%
BW
123
Bison Wealth
Georgia
$235K 11,010 -51,034 -82%
CPO
124
Cerity Partners OCIO
New York
$233K 10,918 -100 -0.9%
EHPM
125
Emery Howard Portfolio Management
California
$230K 10,800 +58 +0.5%
3 4
5
6 7