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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.

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

Top Sellers

1
TH
1
TMFS Holdings
Kansas
$582K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
3AM
3
3D Asset Management
Connecticut
$2.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
VV
5
Valentine Ventures
Oregon
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
MinichMacGregor Wealth Management
New York
$2K -$1.8K -90 -47%
GWM
152
Geneos Wealth Management
Colorado
$2K +$2K +134 New
SIM
153
Sonora Investment Management
Arizona
$652 – – –
PFG
154
Piershale Financial Group
Illinois
– -$12.6M -634,104 Closed
RJFSA
155
Raymond James Financial Services Advisors
Florida
– -$5.22M -263,138 Closed
PMG
156
ProVise Management Group
Florida
– -$3.47M -174,826 Closed
HPWM
157
Highland Private Wealth Management
Washington
– -$3.2M -161,506 Closed
BCM
158
Barometer Capital Management
Ontario, Canada
– -$2.05M -103,600 Closed
SS
159
Simplicity Solutions
Minnesota
– -$936K -47,230 Closed
VKH
160
Virtu KCG Holdings
New York
– -$855K -43,148 Closed
BCMO
161
Buckingham Capital Management (Ohio)
Ohio
– -$659K -33,258 Closed
FFA
162
First Foundation Advisors
California
– -$613K -30,912 Closed
VF
163
Virtu Financial
New York
– -$435K -21,942 Closed
MWP
164
Moller Wealth Partners
– -$431K -21,746 Closed
SAM
165
Stringer Asset Management
Tennessee
– -$290K -14,616 Closed
KA
166
Kovack Advisors
Florida
– -$267K -13,450 Closed
CAMG
167
CWA Asset Management Group
Florida
– -$231K -11,638 Closed
HFM
168
Hartford Financial Management
Connecticut
– -$200K -10,122 Closed
IA
169
IFP Advisors
Florida
– -$168K -8,478 Closed
CG
170
Colony Group
Massachusetts
– -$41K -2,090 Closed
IWM
171
Integrated Wealth Management
California
– -$34K -1,702 Closed
LWA
172
Lenox Wealth Advisors
New York
– -$20K -1,000 Closed
TWA
173
TCI Wealth Advisors
Arizona
– -$10K -524 Closed
BCI
174
Brinker Capital Investments
Pennsylvania
– -$3K -138 Closed
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