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Schwab US REIT ETF
SCHH

Overview Fund Activity

188 hedge funds and large institutions have $1.49B invested in Schwab US REIT ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
28
Increased
85
Reduced
50
Closed
17
Calls
$3.43M
Puts
$4.42M
Net Calls
-$991K
Net Calls Change
-$340K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$31.7M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$28.4M
4
APFBOT
4
Amica Pension Fund Board of Trustees
Rhode Island
$20.8M
5
CCA
5
Catalyst Capital Advisors
New York
$17M

Top Sellers

1
LYV
1
Live Your Vision
Pennsylvania
$4.68M
2
ACM
2
Avalon Capital Management
California
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SG
4
Swarthmore Group
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$820K
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
126
Brown Advisory
Maryland
$229K -$8.92K -418 -4%
MHS
127
M Holdings Securities
Oregon
$229K -$3.19K -150 -1%
PIM
128
Penobscot Investment Management
Massachusetts
$209K +$209K +9,780 New
Jane Street
129
Jane Street
New York
$204K +$204K +9,562 New
TCM
130
Twele Capital Management
Minnesota
$201K +$4.27K +200 +2%
RCA
131
Rowland Carmichael Advisors
Arizona
$197K – – –
EWM
132
Evercore Wealth Management
New York
$177K +$177K +8,282 New
BMM
133
Buffington Mohr McNeal
Idaho
$163K +$13.3K +628 +9%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$160K +$160K +7,380 New
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$159K +$511 +24 +0.3%
SEI Investments
136
SEI Investments
Pennsylvania
$148K +$5.52K +260 +4%
CWM
137
Concert Wealth Management
California
$108K +$108K +5,346 New
HFM
138
Hartford Financial Management
Connecticut
$107K +$107K +5,052 New
WOC
139
West Oak Capital
California
$100K +$213 +10 +0.2%
SWA
140
Sutton Wealth Advisors
Florida
$90.7K +$1.41K +66 +2%
TF
141
Tompkins Financial
New York
$86K – – –
MSFP
142
Mark Sheptoff Financial Planning
Connecticut
$82K – – –
AP
143
Atwood & Palmer
Missouri
$74K – – –
PFBT
144
Parkside Financial Bank & Trust
Missouri
$72K +$5.19K +242 +8%
BAM
145
Barrett Asset Management
New York
$62K – – –
Walleye Trading
146
Walleye Trading
New York
$55K +$46.7K +2,194 +560%
SFPM
147
Sensible Financial Planning & Management
Massachusetts
$54K – – –
HNB
148
Huntington National Bank
Ohio
$53K -$54K – –
CDIA
149
Capital Directions Investment Advisors
Georgia
$47K – – –
IWM
150
Integrated Wealth Management
California
$42K +$5.13K +238 +14%
4 5
6
7 8