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Schwab US REIT ETF
SCHH

Overview Fund Activity

207 hedge funds and large institutions have $1.6B invested in Schwab US REIT ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
5.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.53%
New
45
Increased
79
Reduced
54
Closed
24
Calls
$2.6M
Puts
$3.55M
Net Calls
-$944K
Net Calls Change
+$47K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$506M
2
CSIA
2
Charles Schwab Investment Advisory
California
$393M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$28.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$150M
5
AG
5
Appleton Group
Wisconsin
$7.74M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
TCM
2
Tradewinds Capital Management
Washington
$5.74M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$345K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.67M
Name Market Value Shares Shares
Change 		Shares
Change %
LCC
101
Lincoln Capital Corp
Rhode Island
$717K 34,898 +34,898 New
UCFA
102
United Capital Financial Advisors
Texas
$712K 34,688 -132 -0.4%
VCP
103
Vista Capital Partners
Oregon
$691K 33,654 +20,902 +164%
CFMC
104
Curbstone Financial Management Corp
New Hampshire
$689K 33,600 -36,300 -52%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$688K 33,514 +2,776 +9%
NSAM
106
North Star Asset Management
Wisconsin
$637K 31,050 -850 -3%
AOWM
107
Alpha Omega Wealth Management
Virginia
$630K 30,698 +30,698 New
GC
108
Garde Capital
Washington
$630K 30,724 +30,724 New
BFG
109
Bouchey Financial Group
New York
$622K 30,330 -182 -0.6%
SWM
110
SigFig Wealth Management
California
$586K 28,512 +28,512 New
PAG
111
Pinnacle Advisory Group
Maryland
$561K 27,316 +27,316 New
FFA
112
First Foundation Advisors
California
$550K 26,810 +26,810 New
LFA
113
Landmark Financial Advisors
Kentucky
$519K 25,280 -456 -2%
OFW
114
Omnia Family Wealth
Florida
$518K 25,226 +25,226 New
B
115
Bridgeworth
Alabama
$517K 25,260 +25,260 New
SWP
116
Stratos Wealth Partners
Ohio
$493K 24,046 +7,386 +44%
PWM
117
Perigon Wealth Management
California
$470K 22,616 +22,616 New
IA
118
IFP Advisors
Florida
$464K 22,606 +412 +2%
AA
119
Ancora Advisors
Ohio
$461K 22,460 +22,460 New
JC
120
Jentner Corp
Ohio
$453K 22,096 +22,096 New
AMG
121
Asset Management Group
Connecticut
$446K 21,724 -3,506 -14%
HCM
122
Hengehold Capital Management
Ohio
$417K 20,340 +20,340 New
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$408K 19,868 +12,488 +169%
PHAM
124
Palisades Hudson Asset Management
Florida
$404K 19,696 +2,348 +14%
PVH
125
Psagot Value Holdings
Israel
$369K 18,000 – –
3 4
5
6 7