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Schwab US REIT ETF
SCHH

Overview Fund Activity

155 hedge funds and large institutions have $1.02B invested in Schwab US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
23
Increased
58
Reduced
58
Closed
22
Calls
$2.13M
Puts
$2.44M
Net Calls
-$313K
Net Calls Change
-$322K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$412M
2
CSIA
Charles Schwab Investment Advisory
California
$281M
3
ACM
Avalon Capital Management
California
$11.8M
4
SHJ
Sharkey, Howes & Javer
Colorado
$8.95M
5
KF
Krilogy Financial
Missouri
$5.03M

Top Sellers

1
TH
TMFS Holdings
Kansas
$582K
2
PFG
Piershale Financial Group
Illinois
$0
3
3AM
3D Asset Management
Connecticut
$2.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
VV
Valentine Ventures
Oregon
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
126
Private Ocean
California
$54K -$2.19K -106 -4%
SFPM
127
Sensible Financial Planning & Management
Massachusetts
$52K -$37.3K -1,816 -42%
WOC
128
West Oak Capital
California
$48.2K -$6K -290 -11%
ADL
129
Asset Dedication LLC
California
$47K -$299K -14,356 -86%
CDIA
130
Capital Directions Investment Advisors
Georgia
$46K -$11.8K -568 -20%
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$41K +$2.65K +128 +7%
ASN
132
Advisory Services Network
Georgia
$39K +$368 +18 +1%
S
133
SignatureFD
Georgia
$37K +$15.2K +742 +69%
EK
134
Evensky & Katz
Florida
$30K -$10.2K -504 -25%
MA
135
MUFG Americas
New York
$26K – – –
BC
136
Bartlett & Co
Ohio
$25K – – –
RBC
137
Roble Belko & Company
Pennsylvania
$16K +$887 +44 +6%
ZB
138
Zions Bancorporation
Utah
$16K +$16K +770 New
US Bancorp
139
US Bancorp
Minnesota
$16K +$16K +790 New
FANJ
140
Financial Architects (New Jersey)
New Jersey
$12K +$12K +600 New
PG
141
Patten Group
Tennessee
$11.3K +$83 +4 +0.7%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$11K – – –
TIM
143
Tortoise Investment Management
New York
$10K +$2.77K +138 +38%
AA
144
Apriem Advisors
California
$9K -$1.23K -60 -12%
EWM
145
Evercore Wealth Management
New York
$9K – – –
HF
146
Hoxton Financial
West Virginia
$9K +$9K +446 New
BWA
147
Burt Wealth Advisors
Maryland
$5K -$5.38K -258 -52%
VIA
148
Vantage Investment Advisors
Pennsylvania
$4K – – –
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$4K +$4K +184 New
SSB
150
Sandy Spring Bank
Maryland
$3K – – –
3 4 5
6
7