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Schwab US REIT ETF
SCHH

Overview Fund Activity

207 hedge funds and large institutions have $1.6B invested in Schwab US REIT ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
5.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.53%
New
45
Increased
79
Reduced
54
Closed
24
Calls
$2.6M
Puts
$3.55M
Net Calls
-$944K
Net Calls Change
+$47K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$506M
2
CSIA
2
Charles Schwab Investment Advisory
California
$393M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$28.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$150M
5
AG
5
Appleton Group
Wisconsin
$7.74M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
TCM
2
Tradewinds Capital Management
Washington
$5.74M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$345K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
126
Evanson Asset Management
California
$366K +$7.06K +344 +2%
RJA
127
Raymond James & Associates
Florida
$345K -$8.87M -432,470 -96%
WPA
128
West Paces Advisors
Georgia
$342K +$342K +16,664 New
CG
129
Cutler Group
California
$338K +$338K +16,500 New
DW
130
Domani Wealth
Pennsylvania
$320K -$166K -8,110 -34%
BCMO
131
Buckingham Capital Management (Ohio)
Ohio
$283K +$6.64K +324 +2%
SPC
132
Sigma Planning Corp
Michigan
$275K -$164K -8,024 -37%
State Street
133
State Street
Massachusetts
$265K +$265K +12,900 New
WCM
134
Wealthcare Capital Management
Virginia
$264K +$246 +12 +0.1%
SFG
135
StrategIQ Financial Group
Indiana
$259K -$8.72K -424 -3%
TRCT
136
Tower Research Capital (TRC)
New York
$255K -$52.6K -2,562 -17%
GCMG
137
Gyroscope Capital Management Group
Florida
$248K +$248K +12,082 New
CAMG
138
CWA Asset Management Group
Florida
$234K +$2.8K +136 +1%
TW
139
Transform Wealth
Colorado
$228K -$183K -8,920 -45%
CPO
140
Cerity Partners OCIO
New York
$224K – – –
EHPM
141
Emery Howard Portfolio Management
California
$224K +$2.26K +110 +1%
MC
142
Moors & Cabot
Massachusetts
$223K +$223K +10,832 New
Brown Advisory
143
Brown Advisory
Maryland
$220K – – –
DI
144
Diligent Investors
California
$217K +$217K +10,612 New
WP
145
WealthSource Partners
California
$213K +$213K +10,370 New
SFS
146
Strategic Financial Services
New York
$210K +$210K +10,250 New
MHS
147
M Holdings Securities
Oregon
$208K -$12.6K -616 -6%
TSWM
148
Triangle Securities Wealth Management
North Carolina
$208K +$208K +10,120 New
BW
149
Bison Wealth
Georgia
$203K -$23.3K -1,132 -10%
PIM
150
Penobscot Investment Management
Massachusetts
$203K +$2.06K +100 +1%
4 5
6
7 8