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Schwab US REIT ETF
SCHH

Overview Fund Activity

155 hedge funds and large institutions have $1.02B invested in Schwab US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 22 closing their positions.

Holders
155
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
23
Increased
58
Reduced
58
Closed
22
Calls
$2.13M
Puts
$2.44M
Net Calls
-$313K
Net Calls Change
-$322K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$412M
2
CSIA
2
Charles Schwab Investment Advisory
California
$281M
3
ACM
3
Avalon Capital Management
California
$11.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$8.95M
5
KF
5
Krilogy Financial
Missouri
$5.03M

Top Sellers

1
TH
1
TMFS Holdings
Kansas
$582K
2
PFG
2
Piershale Financial Group
Illinois
$0
3
3AM
3
3D Asset Management
Connecticut
$2.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
VV
5
Valentine Ventures
Oregon
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$412M 9,953,427 +783,097 +9%
CSIA
2
Charles Schwab Investment Advisory
California
$281M 6,778,876 +606,224 +10%
Ameriprise
3
Ameriprise
Minnesota
$32.8M 791,697 +10,650 +1%
BlackRock
4
BlackRock
New York
$23.2M 559,388 +61,342 +12%
Charles Schwab
5
Charles Schwab
California
$19.9M 481,831 +15,273 +3%
TCM
6
Tradewinds Capital Management
Washington
$17.7M 427,066 +85,141 +25%
VCM
7
Vigilant Capital Management
Maine
$15.2M 367,456 -5,323 -1%
QI
8
QS Investors
New York
$12.2M 294,795 +88,238 +43%
ACM
9
Avalon Capital Management
California
$11.8M 285,433 +214,559 +303%
WC
10
Whitnell & Co
Illinois
$11.5M 278,236 -6,914 -2%
GC
11
Gratus Capital
Georgia
$9.01M 217,571 -24,361 -10%
SHJ
12
Sharkey, Howes & Javer
Colorado
$8.95M 216,137 +213,676 +8,682%
LYV
13
Live Your Vision
Pennsylvania
$8.81M 212,867 +14,403 +7%
Allianz Asset Management
14
Allianz Asset Management
Germany
$8.74M 211,068 +35,792 +20%
SB
15
Suntrust Banks
Georgia
$6.66M 160,785 -38 -0%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$6.42M 155,085 +3,538 +2%
Wells Fargo
17
Wells Fargo
California
$5.21M 125,729 +61,816 +97%
KF
18
Krilogy Financial
Missouri
$5.03M 121,456 +121,456 New
MIAN
19
Mariner Independent Advisor Network
Kansas
$4.77M 11,513 -1,165 -9%
FWM
20
Frontier Wealth Management
Missouri
$4.37M 105,539 -2,984 -3%
TPW
21
Tiller Private Wealth
Pennsylvania
$4M 96,487 +7,336 +8%
Goldman Sachs
22
Goldman Sachs
New York
$3.97M 95,807 +77,463 +422%
BWM
23
BerganKDV Wealth Management
Minnesota
$3.8M 91,670 +91,670 New
JFG
24
JMG Financial Group
Illinois
$3.7M 89,423 -5,751 -6%
VV
25
Valentine Ventures
Oregon
$3.59M 86,627 -116,909 -57%
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