SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $375M invested in Schwab US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
48
Closed
15
Calls
$629K
Puts
$458K
Net Calls
+$171K
Net Calls Change
+$611K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$52.6M
2
PFG
2
Piershale Financial Group
Illinois
$11.9M
3
F
3
FutureAdvisor
California
$4.77M
4
Ameriprise
4
Ameriprise
Minnesota
$7.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.55M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$12.2M
2
BTS
2
BB&T Securities
Virginia
$4.12M
3
ACM
3
Avalon Capital Management
California
$1.85M
4
TCM
4
Tradewinds Capital Management
Washington
$5.08M
5
RJA
5
Raymond James & Associates
Florida
$957K
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
126
West Oak Capital
California
$2.84K – – –
HI
127
Hudock Inc
Pennsylvania
$2K -$18.4K -826 -90%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$1K -$3.25K -234 -76%
TFA
129
Transamerica Financial Advisors
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32 +$32 +1,554 New
FFA
131
First Foundation Advisors
California
– -$1.1M -56,342 Closed
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
– -$1.03M -53,104 Closed
Jane Street
133
Jane Street
New York
– -$778K -39,932 Closed
Mariner
134
Mariner
Kansas
– -$543K -27,854 Closed
VF
135
Virtu Financial
New York
– -$352K -18,066 Closed
TH
136
Timber Hill
Connecticut
– -$270K -13,852 Closed
NPC
137
National Planning Corporation
California
– -$37.7K -1,850 Closed
WA
138
Waverly Advisors
Alabama
– -$35K -1,804 Closed
PFG
139
Pacific Financial Group
Washington
– -$26K -1,340 Closed
WA
140
WFG Advisors
Texas
– -$26K -1,330 Closed
MA
141
MUFG Americas
New York
– -$18K -928 Closed
PAI
142
Pittenger & Anderson Inc
Nebraska
– -$8K -428 Closed
FHA
143
First Horizon Advisors
Tennessee
– -$5K -300 Closed
BRWA
144
B. Riley Wealth Advisors
Florida
– -$6 -300 Closed
RCG
145
Ruggie Capital Group
Florida
– -$2K -80 Closed
2 3 4 5
6