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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 %
ASN
151
Advisory Services Network
Georgia
$41K +$213 +10 +0.5%
BBPWM
152
Blue Bell Private Wealth Management
Pennsylvania
$40K -$1.13K -52 -3%
PO
153
Private Ocean
California
$39K -$5.48K -258 -12%
NFG
154
Next Financial Group
Texas
$37K -$653K -30,620 -95%
S
155
SignatureFD
Georgia
$36K -$26.5K -1,244 -42%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$36K – – –
JFA
157
JNBA Financial Advisors
Minnesota
$36K +$36K +1,690 New
DADC
158
D.A. Davidson & Co
Montana
$34K +$32.9K +1,546 +2,863%
Mariner
159
Mariner
Kansas
$32K +$32K +1,488 New
LCM
160
Liberty Capital Management
Michigan
$31K +$31K +1,510 New
BC
161
Bartlett & Co
Ohio
$26K – – –
ADL
162
Asset Dedication LLC
California
$26K +$24K +1,156 +1,180%
RBC
163
Roble Belko & Company
Pennsylvania
$23K +$84 +4 +0.4%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$19K +$8.57K +398 +82%
GBBWRPM
165
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K +$18K +864 New
Citigroup
166
Citigroup
New York
$17K -$170 -8 -1%
AWM
167
AllSquare Wealth Management
New York
$17K – – –
FANJ
168
Financial Architects (New Jersey)
New Jersey
$13K – – –
PG
169
Patten Group
Tennessee
$12.1K -$856 -42 -7%
EK
170
Evensky & Katz
Florida
$12K -$14.4K -676 -55%
Bessemer Group
171
Bessemer Group
New Jersey
$12K +$12K +548 New
TIM
172
Tortoise Investment Management
New York
$11K – – –
BWA
173
Burt Wealth Advisors
Maryland
$11K +$6.2K +310 +129%
HR
174
Howe & Rusling
New York
$11K +$11K +500 New
WTC
175
WhitTier Trust Company
Nevada
$9K – – –
5 6
7
8 9