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Schwab US REIT ETF
SCHH

Overview Fund Activity

132 hedge funds and large institutions have $737M invested in Schwab US REIT ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
60
Reduced
33
Closed
12
Calls
$1.82M
Puts
$1.55M
Net Calls
+$264K
Net Calls Change
+$383K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$199M
2
Creative Planning
2
Creative Planning
Kansas
$312M
3
Goldman Sachs
3
Goldman Sachs
New York
$14.9M
4
Ameriprise
4
Ameriprise
Minnesota
$22.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.85M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
AI
2
Atria Investments
North Carolina
$417K
3
Bank of America
3
Bank of America
North Carolina
$447K
4
Morgan Stanley
4
Morgan Stanley
New York
$202K
5
FC
5
Financial Consulate
Maryland
$486K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$312M 8,377,936 +565,746 +7%
CSIA
2
Charles Schwab Investment Advisory
California
$199M 5,354,828 +1,041,941 +24%
Ameriprise
3
Ameriprise
Minnesota
$22.9M 634,905 +347,974 +121%
Charles Schwab
4
Charles Schwab
California
$17.6M 473,561 +29,371 +7%
F
5
FutureAdvisor
California
$15.6M 419,007 +123,527 +42%
Goldman Sachs
6
Goldman Sachs
New York
$14.9M 400,523 +400,523 New
VCM
7
Vigilant Capital Management
Maine
$13.9M 374,404 +1,755 +0.5%
3AM
8
3D Asset Management
Connecticut
$13M 348,840 +1,671 +0.5%
WC
9
Whitnell & Co
Illinois
$10.6M 284,738 -20,468 -7%
VV
10
Valentine Ventures
Oregon
$8.03M 215,901 -2,447 -1%
SB
11
Suntrust Banks
Georgia
$6.83M 183,780 +22,055 +14%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.47M 173,894 -10,189 -6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.85M 130,523 +130,523 New
TCM
14
Tradewinds Capital Management
Washington
$4.84M 130,069 +2,481 +2%
KF
15
Krilogy Financial
Missouri
$4.79M 128,662 +128,662 New
FWM
16
Frontier Wealth Management
Missouri
$4.03M 108,240 +25,238 +30%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$3.56M 95,621 +2,442 +3%
QI
18
QS Investors
New York
$3.54M 95,231 +68,089 +251%
JFG
19
JMG Financial Group
Illinois
$3.41M 91,630 +241 +0.3%
CMP
20
Courage Miller Partners
Virginia
$3.33M 89,519 +3,069 +4%
UCFA
21
United Capital Financial Advisors
Texas
$2.75M 73,825 -11,739 -14%
ACM
22
Avalon Capital Management
California
$2.64M 71,054 -1,316 -2%
MAS
23
Madden Advisory Services
Florida
$2.58M 69,291 -2,111 -3%
IFA
24
Interactive Financial Advisors
Illinois
$2.56M 68,802 -663 -1%
PTCG
25
Pring Turner Capital Group
California
$2.43M 65,295 -5,905 -8%
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