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Schwab US REIT ETF
SCHH

Overview Fund Activity

188 hedge funds and large institutions have $1.49B invested in Schwab US REIT ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
28
Increased
85
Reduced
50
Closed
17
Calls
$3.43M
Puts
$4.42M
Net Calls
-$991K
Net Calls Change
-$340K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$358M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$31.7M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$28.4M
4
APFBOT
4
Amica Pension Fund Board of Trustees
Rhode Island
$20.8M
5
CCA
5
Catalyst Capital Advisors
New York
$17M

Top Sellers

1
LYV
1
Live Your Vision
Pennsylvania
$4.68M
2
ACM
2
Avalon Capital Management
California
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SG
4
Swarthmore Group
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$820K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$473M 11,092,142 +357,589 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$358M 8,402,970 +763,785 +10%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$129M 3,013,065 +112,300 +4%
RIG
4
RiverFront Investment Group
Virginia
$33.7M 789,919 -14,924 -2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$31.7M 742,789 +740,307 +29,827%
BlackRock
6
BlackRock
New York
$28.5M 668,955 +37,049 +6%
AMI
7
Amica Mutual Insurance
Rhode Island
$28.4M 665,587 +665,587 New
APFBOT
8
Amica Pension Fund Board of Trustees
Rhode Island
$20.8M 488,039 +488,039 New
Charles Schwab
9
Charles Schwab
California
$20.1M 471,654 +3,930 +0.8%
QI
10
QS Investors
New York
$19.5M 456,504 +82,531 +22%
TCM
11
Tradewinds Capital Management
Washington
$18.9M 442,424 +1,222 +0.3%
SHJ
12
Sharkey, Howes & Javer
Colorado
$17.6M 413,053 -2,232 -0.5%
CCA
13
Catalyst Capital Advisors
New York
$17M 398,527 +398,527 New
VCM
14
Vigilant Capital Management
Maine
$15.2M 356,811 +280 +0.1%
ACM
15
Avalon Capital Management
California
$11.4M 267,169 -58,668 -18%
WC
16
Whitnell & Co
Illinois
$11.2M 262,152 -6,386 -2%
PFG
17
Piershale Financial Group
Illinois
$10.8M 253,073 +150,933 +148%
Ameriprise
18
Ameriprise
Minnesota
$10.2M 239,444 +59,889 +33%
BWM
19
BerganKDV Wealth Management
Minnesota
$9.8M 229,861 +54,263 +31%
RJA
20
Raymond James & Associates
Florida
$9.58M 224,643 -9,212 -4%
GC
21
Gratus Capital
Georgia
$8.5M 199,384 -11,711 -6%
Wells Fargo
22
Wells Fargo
California
$8.04M 188,575 +7,392 +4%
NPC
23
National Planning Corporation
California
$7.68M 194,495 +194,495 New
MFT
24
Moisand Fitzgerald Tamayo
Florida
$6.73M 157,831 +1,903 +1%
SB
25
Suntrust Banks
Georgia
$6.73M 157,772 -629 -0.4%
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