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Schwab US REIT ETF
SCHH

Overview Fund Activity

50 hedge funds and large institutions have $117M invested in Schwab US REIT ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
23
Reduced
11
Closed
10
Calls
$701K
Puts
–
Net Calls
+$701K
Net Calls Change
+$701K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$7.65M
2
3AM
2
3D Asset Management
Connecticut
$14.1M
3
CA
3
Cumberland Advisors
Florida
$2.67M
4
VCM
4
Vigilant Capital Management
Maine
$5.47M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.52M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.46M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
PMG
4
ProVise Management Group
Florida
$0
5
GA
5
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
26
Parkside Financial Bank & Trust
Missouri
$429K +$429K +27,776 New
PFC
27
Phocas Financial Corp
California
$345K +$75.7K +4,904 +28%
Bank of America
28
Bank of America
North Carolina
$264K -$6.48K -420 -2%
CWM
29
Concert Wealth Management
California
$248K -$93 -6 -0%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$232K -$118K -7,670 -34%
APCM
31
Alaska Permanent Capital Management
Alaska
$232K +$8.54K +554 +4%
AAS
32
Annex Advisory Services
Wisconsin
$218K -$3.03K -196 -1%
Ameriprise
33
Ameriprise
Minnesota
$177K +$53.6K +3,478 +43%
FNBT
34
FineMark National Bank & Trust
Florida
$172K +$11.7K +754 +7%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$113K +$49.1K +3,182 +77%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$102K – – –
CDIA
37
Capital Directions Investment Advisors
Georgia
$73K -$2.02K -130 -3%
Wells Fargo
38
Wells Fargo
California
$33K -$25.4K -1,630 -43%
MCM
39
Manchester Capital Management
Vermont
$31K – – –
BC
40
Bartlett & Co
Ohio
$19K – – –
EWM
41
Edge Wealth Management
New York
$19K +$9.5K +600 +100%
TIM
42
Tortoise Investment Management
New York
$16K +$188 +12 +1%
U
43
UBS
Switzerland
$12K +$9.33K +600 +349%
AIG
44
American International Group
New York
$10.2K – – –
MFS
45
MSI Financial Services
Massachusetts
$9K +$9K +602 New
HR
46
Howe & Rusling
New York
$6K – – –
Creative Planning
47
Creative Planning
Kansas
$3K – – –
CEMP
48
Compass Efficient Model Portfolios
Tennessee
$3K +$2.37K +172 +374%
HighTower Advisors
49
HighTower Advisors
Illinois
– -$3.81M -237,552 Closed
RJFSA
50
Raymond James Financial Services Advisors
Florida
– -$2.58M -160,638 Closed
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