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Schwab US REIT ETF
SCHH

Overview Fund Activity

178 hedge funds and large institutions have $1.32B invested in Schwab US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
34
Increased
73
Reduced
52
Closed
9
Calls
$3.46M
Puts
$4.11M
Net Calls
-$651K
Net Calls Change
-$338K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$126M
2
CSIA
Charles Schwab Investment Advisory
California
$332M
3
RIG
RiverFront Investment Group
Virginia
$35M
4
Creative Planning
Creative Planning
Kansas
$466M
5
RJA
Raymond James & Associates
Florida
$10.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$8.09M
2
Allianz Asset Management
Allianz Asset Management
Germany
$0
3
LPL Financial
LPL Financial
California
$1.87M
4
Goldman Sachs
Goldman Sachs
New York
$2.46M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
Twele Capital Management
Minnesota
$200K +$200K +9,206 New
MWP
127
MYCIO Wealth Partners
Pennsylvania
$194K +$194K +8,920 New
SBL
128
Sargent Bickham Lagudis
Colorado
$175K +$110K +5,052 +169%
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$162K -$10.6K -486 -6%
BMM
130
Buffington Mohr McNeal
Idaho
$153K +$7.59K +350 +5%
SEI Investments
131
SEI Investments
Pennsylvania
$146K -$3.27K -150 -2%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$108K +$47.6K +2,186 +79%
WOC
133
West Oak Capital
California
$102K +$51K +2,350 +101%
SWA
134
Sutton Wealth Advisors
Florida
$91K +$3.87K +178 +4%
TF
135
Tompkins Financial
New York
$87K – – –
MSFP
136
Mark Sheptoff Financial Planning
Connecticut
$84K +$84K +3,852 New
AP
137
Atwood & Palmer
Missouri
$75K – – –
PFBT
138
Parkside Financial Bank & Trust
Missouri
$68K +$262 +12 +0.4%
S
139
SignatureFD
Georgia
$64K +$24.5K +1,124 +62%
BAM
140
Barrett Asset Management
New York
$63K +$63K +2,900 New
SFPM
141
Sensible Financial Planning & Management
Massachusetts
$55K – – –
HNB
142
Huntington National Bank
Ohio
$54K – – –
CG
143
Colony Group
Massachusetts
$51K +$51K +2,350 New
CDIA
144
Capital Directions Investment Advisors
Georgia
$48K – – –
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$47K +$46.5K +2,132 +9,691%
PO
146
Private Ocean
California
$46K -$11.4K -518 -20%
AF
147
Allworth Financial
California
$45K -$98.4K -4,534 -69%
BBPWM
148
Blue Bell Private Wealth Management
Pennsylvania
$42K -$1.77K -80 -4%
ASN
149
Advisory Services Network
Georgia
$42K +$219 +10 +0.5%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$37K +$33K +1,506 +818%
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