SCHH icon

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 %
BMM
151
Buffington Mohr McNeal
Idaho
$198K +$40.3K +1,960 +26%
VNA
152
Valley National Advisers
Pennsylvania
$197K -$148K -7,232 -43%
RCA
153
Rowland Carmichael Advisors
Arizona
$190K – – –
PA
154
Parallel Advisors
California
$169K +$169K +8,216 New
LF
155
Lee Financial
Texas
$160K +$160K +7,800 New
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$149K -$3.93K -192 -3%
SWA
157
Sutton Wealth Advisors
Florida
$128K +$41.2K +2,008 +47%
SBL
158
Sargent Bickham Lagudis
Colorado
$126K -$39.1K -1,908 -24%
Walleye Trading
159
Walleye Trading
New York
$118K +$65.1K +3,184 +123%
SEI Investments
160
SEI Investments
Pennsylvania
$116K -$25.8K -1,268 -18%
TF
161
Tompkins Financial
New York
$108K +$25.3K +1,232 +31%
HFM
162
Hartford Financial Management
Connecticut
$104K – – –
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$104K +$104K +5,080 New
WOC
164
West Oak Capital
California
$97.6K +$1.4K +68 +1%
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$79K – – –
PFBT
166
Parkside Financial Bank & Trust
Missouri
$72K +$2.6K +126 +4%
AP
167
Atwood & Palmer
Missouri
$71K – – –
AIA
168
Armor Investment Advisors
North Carolina
$71K +$71K +3,466 New
LCM
169
Liberty Capital Management
Michigan
$67K +$35.6K +1,716 +114%
BAM
170
Barrett Asset Management
New York
$60K – – –
EA
171
Edge Advisors
Georgia
$60K +$60K +2,960 New
CDIA
172
Capital Directions Investment Advisors
Georgia
$46K – – –
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$43K +$25.2K +1,250 +142%
PO
174
Private Ocean
California
$42K +$4.24K +206 +11%
BBPWM
175
Blue Bell Private Wealth Management
Pennsylvania
$38K -$41 -2 -0.1%
5 6
7
8 9