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

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
TCM
Tradewinds Capital Management
Washington
$5.74M
3
PFG
Piershale Financial Group
Illinois
$0
4
RJA
Raymond James & Associates
Florida
$345K
5
SHJ
Sharkey, Howes & Javer
Colorado
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$37K +$2.11K +102 +6%
DADC
177
D.A. Davidson & Co
Montana
$32K – – –
NFG
178
Next Financial Group
Texas
$31K -$4.09K -202 -12%
ADL
179
Asset Dedication LLC
California
$25K – – –
BC
180
Bartlett & Co
Ohio
$25K – – –
RBC
181
Roble Belko & Company
Pennsylvania
$23K +$84 +4 +0.4%
SA
182
SRH Advisors
Kansas
$20K +$20K +970 New
Manulife (Manufacturers Life Insurance)
183
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$9.61K +458 +115%
AWM
184
AllSquare Wealth Management
New York
$16K – – –
HCM
185
Horrell Capital Management
Arkansas
$15K +$10.7K +524 +247%
FANJ
186
Financial Architects (New Jersey)
New Jersey
$12K – – –
PG
187
Patten Group
Tennessee
$12K +$159 +8 +1%
AA
188
AlphaMark Advisors
Kentucky
$12K +$12K +600 New
AA
189
Apriem Advisors
California
$11K -$3.31M -156,644 -100%
TIM
190
Tortoise Investment Management
New York
$10K – – –
LNB
191
Ledyard National Bank
$10K +$10K +500 New
PAI
192
Pittenger & Anderson Inc
Nebraska
$9K -$219K -10,738 -96%
WTC
193
WhitTier Trust Company
Nevada
$8K – – –
AWMS
194
Advocacy Wealth Management Services
Georgia
$8K – – –
Citigroup
195
Citigroup
New York
$7K -$10.5K -480 -60%
GWM
196
Geneos Wealth Management
Colorado
$6K +$3.59K +200 +149%
BC
197
Barnett & Company
Tennessee
$6K +$6K +300 New
GBBWRPM
198
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K -$14.5K -642 -74%
VIA
199
Vantage Investment Advisors
Pennsylvania
$5K +$91 +4 +2%
SSB
200
Sandy Spring Bank
Maryland
$3K – – –
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8
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