UBS’s Schwab US REIT ETF SCHH Stock Holding History

UBS’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.79M	Buy	105,026 +68,794	+190%	+$1.23M	﹤0.01%	3005
2014 Q2	$641K	Buy	36,232 +7,330	+25%	+$127K	﹤0.01%	3982
2014 Q1	$478K	Buy	28,902 +20,818	+258%	+$334K	﹤0.01%	4277
2013 Q4	$122K	Buy	8,084 +7,312	+947%	+$114K	﹤0.01%	5845
2013 Q3	$12K	Buy	772 +600	+349%	+$9.5K	﹤0.01%	8646
2013 Q2	$3K	Buy	+172	New	+$2.9K	﹤0.01%	9631

Other funds holding SCHH

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS's SCHH Position: Q3 2014 in Review

UBS increased its Schwab US REIT ETF (SCHH) stake by 190% in Q3 2014, buying an estimated $1.23M and bringing the position to 105,026 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

UBS first reported a position in SCHH in Q2 2013 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold SCHH as of Q3 2014.

UBS held 105,026 shares of Schwab US REIT ETF worth $1.79M as of Q3 2014.
UBS bought 68,794 Schwab US REIT ETF shares in Q3 2014, an estimated $1.23M.
Schwab US REIT ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3005 holding.
UBS first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 6 quarters since.
98 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.