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Schwab US REIT ETF
SCHH

Overview Fund Activity

124 hedge funds and large institutions have $633M invested in Schwab US REIT ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 22 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
14
Increased
63
Reduced
33
Closed
22
Calls
$607K
Puts
$726K
Net Calls
-$119K
Net Calls Change
-$290K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$284M
2
CSIA
2
Charles Schwab Investment Advisory
California
$157M
3
VF
3
Virtu Financial
New York
$8.34M
4
F
4
FutureAdvisor
California
$10.9M
5
Ameriprise
5
Ameriprise
Minnesota
$10.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
PFG
2
Piershale Financial Group
Illinois
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
BTS
4
BB&T Securities
Virginia
$0
5
AA
5
Apriem Advisors
California
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$284M 7,812,190 +6,515,784 +503%
CSIA
2
Charles Schwab Investment Advisory
California
$157M 4,312,887 +2,311,692 +116%
Charles Schwab
3
Charles Schwab
California
$16.1M 444,190 +36,535 +9%
VCM
4
Vigilant Capital Management
Maine
$13.5M 372,649 +315 +0.1%
3AM
5
3D Asset Management
Connecticut
$12.6M 347,169 +983 +0.3%
WC
6
Whitnell & Co
Illinois
$11.1M 305,206 -4,608 -1%
F
7
FutureAdvisor
California
$10.9M 295,480 +177,974 +151%
Ameriprise
8
Ameriprise
Minnesota
$10.4M 286,931 +105,412 +58%
VF
9
Virtu Financial
New York
$8.34M 229,500 +229,500 New
VV
10
Valentine Ventures
Oregon
$7.93M 218,348 +4,231 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.69M 184,083 +1,677 +0.9%
SB
12
Suntrust Banks
Georgia
$5.87M 161,725 -396 -0.2%
AI
13
Atria Investments
North Carolina
$5.11M 140,549 +11,833 +9%
TCM
14
Tradewinds Capital Management
Washington
$4.63M 127,588 +2,323 +2%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$3.38M 93,179 +6,327 +7%
JFG
16
JMG Financial Group
Illinois
$3.32M 91,389 +2,330 +3%
CMP
17
Courage Miller Partners
Virginia
$3.14M 86,450 +3,253 +4%
UCFA
18
United Capital Financial Advisors
Texas
$3.11M 85,564 +11,072 +15%
FWM
19
Frontier Wealth Management
Missouri
$3.02M 83,002 +536 +0.6%
ACM
20
Avalon Capital Management
California
$2.63M 72,370 +26,788 +59%
MAS
21
Madden Advisory Services
Florida
$2.59M 71,402 +2,160 +3%
PTCG
22
Pring Turner Capital Group
California
$2.59M 71,200 -1,830 -3%
IFA
23
Interactive Financial Advisors
Illinois
$2.52M 69,465 -4,371 -6%
Jane Street
24
Jane Street
New York
$2.15M 59,132 +59,132 New
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$2.07M 56,965 +1,920 +3%
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