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Schwab US REIT ETF
SCHH

Overview Fund Activity

156 hedge funds and large institutions have $932M invested in Schwab US REIT ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
156
Holders Change
+24
Holders Change %
+18.18%
% of All Funds
4.1%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
43
Increased
67
Reduced
31
Closed
17
Calls
$3.03M
Puts
$3.02M
Net Calls
+$9K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$245M
2
Creative Planning
2
Creative Planning
Kansas
$364M
3
BlackRock
3
BlackRock
New York
$19.7M
4
TH
4
TMFS Holdings
Kansas
$13M
5
PFG
5
Piershale Financial Group
Illinois
$12.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$727K
2
KF
2
Krilogy Financial
Missouri
$0
3
PTCG
3
Pring Turner Capital Group
California
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$99K
5
SB
5
Suntrust Banks
Georgia
$6.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$364M 9,170,330 +792,394 +9%
CSIA
2
Charles Schwab Investment Advisory
California
$245M 6,172,652 +817,824 +15%
Ameriprise
3
Ameriprise
Minnesota
$31M 781,047 +146,142 +23%
BlackRock
4
BlackRock
New York
$19.7M 498,046 +498,046 New
Charles Schwab
5
Charles Schwab
California
$18.5M 466,558 -7,003 -1%
VCM
6
Vigilant Capital Management
Maine
$14.8M 372,779 -1,625 -0.4%
TCM
7
Tradewinds Capital Management
Washington
$13.6M 341,925 +211,856 +163%
3AM
8
3D Asset Management
Connecticut
$13.2M 332,685 -16,155 -5%
TH
9
TMFS Holdings
Kansas
$13M 327,925 +327,925 New
PFG
10
Piershale Financial Group
Illinois
$12.6M 317,052 +317,052 New
WC
11
Whitnell & Co
Illinois
$11.3M 285,150 +412 +0.1%
GC
12
Gratus Capital
Georgia
$9.59M 241,932 +241,932 New
QI
13
QS Investors
New York
$8.19M 206,557 +111,326 +117%
VV
14
Valentine Ventures
Oregon
$8.07M 203,536 -12,365 -6%
LYV
15
Live Your Vision
Pennsylvania
$7.87M 198,464 +176,612 +808%
Allianz Asset Management
16
Allianz Asset Management
Germany
$6.95M 175,276 +175,276 New
SB
17
Suntrust Banks
Georgia
$6.37M 160,823 -22,957 -12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.34M 159,974 -13,920 -8%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$6.01M 151,547 +151,547 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.22M 131,569 +1,046 +0.8%
FWM
21
Frontier Wealth Management
Missouri
$4.3M 108,523 +283 +0.3%
FWCM
22
Ferguson Wellman Capital Management
Oregon
$4.28M 107,851 +12,230 +13%
JFG
23
JMG Financial Group
Illinois
$3.77M 95,174 +3,544 +4%
CMP
24
Courage Miller Partners
Virginia
$3.63M 91,629 +2,110 +2%
TPW
25
Tiller Private Wealth
Pennsylvania
$3.53M 89,151 +89,151 New
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