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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.

New
Increased
Maintained
Reduced
Closed
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 %
Manulife (Manufacturers Life Insurance)
176
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$9K +400 New
AWMS
177
Advocacy Wealth Management Services
Georgia
$8K – – –
HCM
178
Horrell Capital Management
Arkansas
$5K – – –
HI
179
Hudock Inc
Pennsylvania
$5K – – –
VIA
180
Vantage Investment Advisors
Pennsylvania
$5K – – –
SSB
181
Sandy Spring Bank
Maryland
$3K – – –
MWM
182
MinichMacGregor Wealth Management
New York
$2K – – –
GWM
183
Geneos Wealth Management
Colorado
$2K – – –
Chevy Chase Trust
184
Chevy Chase Trust
Maryland
$2K +$2K +100 New
AIM
185
Advantage Investment Management
Iowa
$2K +$2K +114 New
AF
186
Allworth Financial
California
$1K -$44.1K -2,028 -98%
SIM
187
Sonora Investment Management
Arizona
$682 -$6.1K -286 -90%
SBL
188
Sargent Bickham Lagudis
Colorado
$172 – +12 +0.1%
Goldman Sachs
189
Goldman Sachs
New York
– -$2.46M -113,292 Closed
SG
190
Swarthmore Group
Pennsylvania
– -$2.34M -107,750 Closed
Millennium Management
191
Millennium Management
New York
– -$557K -25,662 Closed
CS
192
Credit Suisse
Switzerland
– -$545K -25,092 Closed
PWM
193
Perigon Wealth Management
California
– -$497K -22,884 Closed
FNBT
194
FineMark National Bank & Trust
Florida
– -$393K -18,078 Closed
PAG
195
Pinnacle Advisory Group
Maryland
– -$321K -14,804 Closed
KA
196
Kovack Advisors
Florida
– -$298K -13,726 Closed
AL
197
Agran Libbie
California
– -$271K -12,476 Closed
Stifel Financial
198
Stifel Financial
Missouri
– -$259K -11,866 Closed
MWP
199
MYCIO Wealth Partners
Pennsylvania
– -$194K -8,920 Closed
CG
200
Colony Group
Massachusetts
– -$51K -2,350 Closed
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