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Schwab US REIT ETF
SCHH

Overview Fund Activity

178 hedge funds and large institutions have $1.32B invested in Schwab US REIT ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
34
Increased
73
Reduced
52
Closed
9
Calls
$3.46M
Puts
$4.11M
Net Calls
-$651K
Net Calls Change
-$338K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$126M
2
CSIA
2
Charles Schwab Investment Advisory
California
$332M
3
RIG
3
RiverFront Investment Group
Virginia
$35M
4
Creative Planning
4
Creative Planning
Kansas
$466M
5
RJA
5
Raymond James & Associates
Florida
$10.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.09M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
LPL Financial
3
LPL Financial
California
$1.87M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.46M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$466M 10,734,553 +781,126 +8%
CSIA
2
Charles Schwab Investment Advisory
California
$332M 7,639,185 +860,309 +13%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$126M 2,900,765 +2,847,214 +5,317%
RIG
4
RiverFront Investment Group
Virginia
$35M 804,843 +804,843 New
BlackRock
5
BlackRock
New York
$27.5M 631,906 +72,518 +13%
Charles Schwab
6
Charles Schwab
California
$20.3M 467,724 -14,107 -3%
TCM
7
Tradewinds Capital Management
Washington
$19.2M 441,202 +14,136 +3%
SHJ
8
Sharkey, Howes & Javer
Colorado
$18M 415,285 +199,148 +92%
QI
9
QS Investors
New York
$16.2M 373,973 +79,178 +27%
VCM
10
Vigilant Capital Management
Maine
$15.5M 356,531 -10,925 -3%
ACM
11
Avalon Capital Management
California
$14.2M 325,837 +40,404 +14%
WC
12
Whitnell & Co
Illinois
$11.7M 268,538 -9,698 -3%
RJA
13
Raymond James & Associates
Florida
$10.2M 233,855 +233,855 New
LYV
14
Live Your Vision
Pennsylvania
$9.35M 215,302 +2,435 +1%
GC
15
Gratus Capital
Georgia
$9.17M 211,095 -6,476 -3%
Ameriprise
16
Ameriprise
Minnesota
$8.09M 179,555 -612,142 -77%
Wells Fargo
17
Wells Fargo
California
$7.87M 181,183 +55,454 +44%
BWM
18
BerganKDV Wealth Management
Minnesota
$7.63M 175,598 +83,928 +92%
SB
19
Suntrust Banks
Georgia
$6.88M 158,401 -2,384 -1%
MFT
20
Moisand Fitzgerald Tamayo
Florida
$6.77M 155,928 +843 +0.5%
FWM
21
Frontier Wealth Management
Missouri
$6.48M 149,102 +43,563 +41%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.33M 145,815 +145,815 New
KF
23
Krilogy Financial
Missouri
$6.25M 143,943 +22,487 +19%
PFG
24
Piershale Financial Group
Illinois
$4.44M 102,140 +102,140 New
TPW
25
Tiller Private Wealth
Pennsylvania
$4.23M 97,328 +841 +0.9%
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