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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
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 %
FNBT
201
FineMark National Bank & Trust
Florida
$3K +$3K +148 New
AIM
202
Advantage Investment Management
Iowa
$2K – – –
IWM
203
IHT Wealth Management
Illinois
$2K +$2K +106 New
SIM
204
Sonora Investment Management
Arizona
$657 – – –
PK
205
Pflug Koory
Nebraska
$5 +$5 +224 New
RIG
206
RiverFront Investment Group
Virginia
– -$33.7M -1,579,838 Closed
PFG
207
Piershale Financial Group
Illinois
– -$10.8M -506,146 Closed
PMG
208
ProVise Management Group
Florida
– -$1.46M -68,450 Closed
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
– -$820K -38,446 Closed
MWP
210
Moller Wealth Partners
– -$416K -19,506 Closed
AP
211
Advisors Preferred
Maryland
– -$365K -17,102 Closed
ACM
212
Argentus Capital Management
Texas
– -$282K -13,232 Closed
GAM
213
Gould Asset Management
California
– -$281K -13,190 Closed
Jane Street
214
Jane Street
New York
– -$204K -9,562 Closed
TCM
215
Twele Capital Management
Minnesota
– -$201K -9,406 Closed
EWM
216
Evercore Wealth Management
New York
– -$177K -8,282 Closed
CWM
217
Concert Wealth Management
California
– -$108K -5,346 Closed
SFPM
218
Sensible Financial Planning & Management
Massachusetts
– -$54K -2,534 Closed
IWM
219
Integrated Wealth Management
California
– -$42K -1,948 Closed
JFA
220
JNBA Financial Advisors
Minnesota
– -$36K -1,690 Closed
S
221
SignatureFD
Georgia
– -$36K -1,690 Closed
Mariner
222
Mariner
Kansas
– -$32K -1,488 Closed
BWA
223
Burt Wealth Advisors
Maryland
– -$11K -550 Closed
Bessemer Group
224
Bessemer Group
New Jersey
– -$12K -548 Closed
HR
225
Howe & Rusling
New York
– -$11K -500 Closed
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