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Schwab US REIT ETF
SCHH

Overview Fund Activity

207 hedge funds and large institutions have $1.6B invested in Schwab US REIT ETF in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
5.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.53%
New
45
Increased
79
Reduced
54
Closed
24
Calls
$2.6M
Puts
$3.55M
Net Calls
-$944K
Net Calls Change
+$47K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$506M
2
CSIA
2
Charles Schwab Investment Advisory
California
$393M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$28.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$150M
5
MRC
5
Millburn Ridgefield Corp
New York
$16.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
TCM
2
Tradewinds Capital Management
Washington
$5.74M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$345K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$506M 12,324,319 +1,232,177 +11%
CSIA
2
Charles Schwab Investment Advisory
California
$393M 9,564,820 +1,161,850 +14%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$150M 3,661,410 +648,345 +22%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$34.2M 832,477 +89,688 +12%
BlackRock
5
BlackRock
New York
$29.6M 722,283 +53,328 +8%
Financial Engines Advisors
6
Financial Engines Advisors
California
$28.4M 691,448 +691,448 New
AMI
7
Amica Mutual Insurance
Rhode Island
$27.3M 665,587 – –
QI
8
QS Investors
New York
$23.7M 576,943 +120,439 +26%
Charles Schwab
9
Charles Schwab
California
$20.9M 509,904 +38,250 +8%
APFBOT
10
Amica Pension Fund Board of Trustees
Rhode Island
$20M 488,039 – –
CCA
11
Catalyst Capital Advisors
New York
$16.4M 398,527 – –
MRC
12
Millburn Ridgefield Corp
New York
$16.4M 398,527 +398,527 New
VCM
13
Vigilant Capital Management
Maine
$14.7M 358,911 +2,100 +0.6%
Ameriprise
14
Ameriprise
Minnesota
$13M 316,870 +77,426 +32%
ACM
15
Avalon Capital Management
California
$12.6M 307,424 +40,255 +15%
WC
16
Whitnell & Co
Illinois
$10.3M 249,787 -12,365 -5%
BWM
17
BerganKDV Wealth Management
Minnesota
$9.86M 240,246 +10,385 +5%
SHJ
18
Sharkey, Howes & Javer
Colorado
$8.67M 211,167 -201,886 -49%
NPC
19
National Planning Corporation
California
$7.82M 192,641 -1,854 -1%
AG
20
Appleton Group
Wisconsin
$7.74M 188,635 +135,884 +258%
FM
21
Foster & Motley
Ohio
$7.61M 185,427 +116,532 +169%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$6.66M 162,187 +4,356 +3%
MI
23
Moneywise Inc
Virginia
$6.61M 161,107 +16,239 +11%
BC
24
Brinker Capital
Pennsylvania
$6.57M 159,976 +73,155 +84%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$6.53M 158,996 +3,397 +2%
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