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Schwab US REIT ETF
SCHH

Overview Fund Activity

63 hedge funds and large institutions have $124M invested in Schwab US REIT ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
23
Reduced
11
Closed
7
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
-$169K

Top Buyers

1
WC
1
Whitnell & Co
Illinois
$7.58M
2
VCM
2
Vigilant Capital Management
Maine
$9.2M
3
Charles Schwab
3
Charles Schwab
California
$10.4M
4
Citigroup
4
Citigroup
New York
$1.51M
5
MAM
5
Marquette Asset Management
Minnesota
$949K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$45.2M
2
CA
2
Cumberland Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
ACM
4
Avalon Capital Management
California
$241K
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Stratford Consulting
Texas
$516K 34,122 +4,584 +16%
PFC
27
Phocas Financial Corp
California
$343K 22,684 +330 +1%
CCM
28
CWH Capital Management
Washington
$334K 22,110 +22,110 New
BCMO
29
Buckingham Capital Management (Ohio)
Ohio
$313K 20,696 -8,058 -28%
MHS
30
M Holdings Securities
Oregon
$308K 20,394 +20,394 New
Wells Fargo
31
Wells Fargo
California
$291K 19,236 +17,118 +808%
Bank of America
32
Bank of America
North Carolina
$278K 18,382 +1,276 +7%
APCM
33
Alaska Permanent Capital Management
Alaska
$249K 16,510 +1,452 +10%
ACM
34
Avalon Capital Management
California
$241K 15,910 -76,578 -83%
Jane Street
35
Jane Street
New York
$233K 15,414 +15,414 New
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$227K 15,030 – –
Ameriprise
37
Ameriprise
Minnesota
$188K 12,410 +924 +8%
FNBT
38
FineMark National Bank & Trust
Florida
$170K 11,230 +108 +1%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$151K 10,002 +2,682 +37%
U
40
UBS
Switzerland
$122K 8,084 +7,312 +947%
Morgan Stanley
41
Morgan Stanley
New York
$105K 6,940 +6,940 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$99K 6,556 – –
CDIA
43
Capital Directions Investment Advisors
Georgia
$56K 3,704 -992 -21%
MCM
44
Manchester Capital Management
Vermont
$30K 2,000 – –
Creative Planning
45
Creative Planning
Kansas
$24K 1,606 +1,402 +687%
TCM
46
Tradewinds Capital Management
Washington
$21K 1,412 +1,412 New
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$20K 1,292 +1,292 New
WA
48
WFG Advisors
Texas
$20K 1,330 +1,330 New
BC
49
Bartlett & Co
Ohio
$18K 1,200 – –
EWM
50
Edge Wealth Management
New York
$18K 1,200 – –
1
2
3