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Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $375M invested in Schwab US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
22
Increased
45
Reduced
48
Closed
15
Calls
$629K
Puts
$458K
Net Calls
+$171K
Net Calls Change
+$611K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$52.6M
2
PFG
2
Piershale Financial Group
Illinois
$11.9M
3
F
3
FutureAdvisor
California
$4.77M
4
Ameriprise
4
Ameriprise
Minnesota
$7.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.55M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$12.2M
2
BTS
2
BB&T Securities
Virginia
$4.12M
3
ACM
3
Avalon Capital Management
California
$1.85M
4
TCM
4
Tradewinds Capital Management
Washington
$5.08M
5
RJA
5
Raymond James & Associates
Florida
$957K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$81.1M 2,001,195 -99,741 -5%
Creative Planning
2
Creative Planning
Kansas
$52.6M 1,296,406 +1,209,548 +1,393%
Charles Schwab
3
Charles Schwab
California
$16.5M 407,655 +6,669 +2%
VCM
4
Vigilant Capital Management
Maine
$15.1M 372,334 +12,442 +3%
3AM
5
3D Asset Management
Connecticut
$14M 346,186 -10,351 -3%
WC
6
Whitnell & Co
Illinois
$12.6M 309,814 -11,798 -4%
RIG
7
RiverFront Investment Group
Virginia
$12.2M 301,492 -1,993,374 -87%
PFG
8
Piershale Financial Group
Illinois
$11.9M 294,383 +294,383 New
VV
9
Valentine Ventures
Oregon
$8.68M 214,117 -2,039 -0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.4M 182,406 +35,716 +24%
Ameriprise
11
Ameriprise
Minnesota
$7.36M 181,519 +95,824 +112%
SB
12
Suntrust Banks
Georgia
$6.57M 162,121 +15,832 +11%
AI
13
Atria Investments
North Carolina
$5.22M 128,716 -3,855 -3%
TCM
14
Tradewinds Capital Management
Washington
$5.08M 125,265 -245,952 -66%
F
15
FutureAdvisor
California
$4.77M 117,506 +101,231 +622%
AA
16
Apriem Advisors
California
$4.62M 113,874 +796 +0.7%
FI
17
FormulaFolio Investments
Michigan
$4.6M 113,410 +50,491 +80%
BTS
18
BB&T Securities
Virginia
$4.12M 10,159 -108,580 -91%
JFG
19
JMG Financial Group
Illinois
$3.61M 89,059 -12,888 -13%
FMP
20
Financial Management Professionals
Texas
$3.6M 88,790 -2,935 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$3.55M 87,593 +87,593 New
FWCM
22
Ferguson Wellman Capital Management
Oregon
$3.52M 86,852 +3,437 +4%
CMP
23
Courage Miller Partners
Virginia
$3.37M 83,197 -1,933 -2%
FWM
24
Frontier Wealth Management
Missouri
$3.34M 82,466 +2,298 +3%
IFA
25
Interactive Financial Advisors
Illinois
$2.99M 73,836 +9,294 +14%
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