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Schwab US REIT ETF
SCHH

Overview Fund Activity

124 hedge funds and large institutions have $633M invested in Schwab US REIT ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
14
Increased
63
Reduced
33
Closed
22
Calls
$607K
Puts
$726K
Net Calls
-$119K
Net Calls Change
-$290K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$284M
2
CSIA
2
Charles Schwab Investment Advisory
California
$157M
3
VF
3
Virtu Financial
New York
$8.34M
4
F
4
FutureAdvisor
California
$10.9M
5
Ameriprise
5
Ameriprise
Minnesota
$10.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
BTS
4
BB&T Securities
Virginia
$0
5
AA
5
Apriem Advisors
California
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
– – -87,593 Closed
EI
127
Excelsia Inc
Georgia
– – -60,203 Closed
Goldman Sachs
128
Goldman Sachs
New York
– – -51,057 Closed
PMG
129
ProVise Management Group
Florida
– – -50,529 Closed
TCM
130
Tuttle Capital Management
Connecticut
– – -47,704 Closed
SGS
131
Sterling Global Strategies
California
– – -32,771 Closed
BW
132
Bison Wealth
Georgia
– – -25,472 Closed
RJA
133
Raymond James & Associates
Florida
– – -23,594 Closed
BTS
134
BB&T Securities
Virginia
– – -10,159 Closed
KIA
135
KCM Investment Advisors
California
– – -4,965 Closed
AP
136
Advisors Preferred
Maryland
– – -1,600 Closed
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
– – -1,000 Closed
Citigroup
138
Citigroup
New York
– – -769 Closed
US Bancorp
139
US Bancorp
Minnesota
– – -353 Closed
HR
140
Howe & Rusling
New York
– – -206 Closed
BWA
141
Burt Wealth Advisors
Maryland
– – -206 Closed
MCM
142
Manchester Capital Management
Vermont
– – -100 Closed
HI
143
Hudock Inc
Pennsylvania
– – -45 Closed
SEI Investments
144
SEI Investments
Pennsylvania
$0 1 – –
Parallax Volatility Advisers
145
Parallax Volatility Advisers
California
$0 1 – –
CFA
146
Carroll Financial Associates
North Carolina
$0 4 +4 New
2 3 4 5
6