SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

156 hedge funds and large institutions have $932M invested in Schwab US REIT ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+24
Holders Change %
+18.18%
% of All Funds
4.1%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
43
Increased
67
Reduced
31
Closed
17
Calls
$3.03M
Puts
$3.02M
Net Calls
+$9K
Net Calls Change
-$255K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$245M
2
Creative Planning
Creative Planning
Kansas
$364M
3
BlackRock
BlackRock
New York
$19.7M
4
TH
TMFS Holdings
Kansas
$13M
5
PFG
Piershale Financial Group
Illinois
$12.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$727K
2
KF
Krilogy Financial
Missouri
$0
3
PTCG
Pring Turner Capital Group
California
$0
4
TRCT
Tower Research Capital (TRC)
New York
$99K
5
SB
Suntrust Banks
Georgia
$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
126
MSI Financial Services
Massachusetts
$57K +$44.5K +2,254 +356%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$56K +$8.45K +424 +18%
CDIA
128
Capital Directions Investment Advisors
Georgia
$55K – – –
PO
129
Private Ocean
California
$54K +$3.78K +190 +8%
WOC
130
West Oak Capital
California
$51.9K +$15.8K +796 +44%
CG
131
Colony Group
Massachusetts
$41K -$1.18K -60 -3%
EK
132
Evensky & Katz
Florida
$39K -$10.8K -548 -22%
ASN
133
Advisory Services Network
Georgia
$37K -$17.8K -908 -32%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$37K – – –
IWM
135
Integrated Wealth Management
California
$34K +$120 +6 +0.4%
MA
136
MUFG Americas
New York
$25K +$25K +1,276 New
BC
137
Bartlett & Co
Ohio
$24K – – –
S
138
SignatureFD
Georgia
$21K +$7.55K +384 +56%
LWA
139
Lenox Wealth Advisors
New York
$20K +$20K +1,000 New
Citigroup
140
Citigroup
New York
$17K -$5.29K -262 -24%
RBC
141
Roble Belko & Company
Pennsylvania
$15K +$80 +4 +0.5%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$11K – – –
PG
143
Patten Group
Tennessee
$10.7K +$10.7K +540 New
AA
144
Apriem Advisors
California
$10K +$2K +100 +25%
TWA
145
TCI Wealth Advisors
Arizona
$10K +$10K +524 New
BWA
146
Burt Wealth Advisors
Maryland
$9K +$72 +4 +0.8%
EWM
147
Evercore Wealth Management
New York
$8K +$8K +418 New
TIM
148
Tortoise Investment Management
New York
$7K – – –
VIA
149
Vantage Investment Advisors
Pennsylvania
$4K +$1.91K +102 +91%
SSB
150
Sandy Spring Bank
Maryland
$3K – – –
3 4 5
6
7