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Schwab US REIT ETF
SCHH

Overview Fund Activity

84 hedge funds and large institutions have $363M invested in Schwab US REIT ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
29
Increased
36
Reduced
10
Closed
7
Calls
–
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$873K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$129M
2
BTS
2
BB&T Securities
Virginia
$41.5M
3
CSIA
3
Charles Schwab Investment Advisory
California
$64.3M
4
RJA
4
Raymond James & Associates
Florida
$6.09M
5
PFG
5
Piershale Financial Group
Illinois
$5.35M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$0
2
BCMO
2
Buckingham Capital Management (Ohio)
Ohio
$0
3
ACM
3
Avalon Capital Management
California
$0
4
AI
4
Atria Investments
North Carolina
$5.41M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$1.61M +$25.5K +1,542 +2%
MAS
27
Madden Advisory Services
Florida
$1.58M -$134K -8,110 -8%
BFG
28
Bouchey Financial Group
New York
$1.56M +$13.2K +796 +0.9%
JFG
29
JMG Financial Group
Illinois
$1.42M +$689K +41,622 +95%
BSB
30
Bangor Savings Bank
Maine
$1.34M +$140K +8,436 +12%
AA
31
Apriem Advisors
California
$1.18M +$1.16M +70,224 +8,543%
MAM
32
Marquette Asset Management
Minnesota
$1.09M +$54.4K +3,286 +5%
LYV
33
Live Your Vision
Pennsylvania
$930K +$48.5K +2,928 +5%
AWM
34
Avior Wealth Management
Nebraska
$875K +$5.83K +352 +0.7%
PMG
35
ProVise Management Group
Florida
$850K +$850K +51,350 New
CA
36
Cetera Advisors
Colorado
$730K +$730K +44,130 New
SC
37
Stratford Consulting
Texas
$716K +$151K +9,108 +27%
AA
38
Alesco Advisors
New York
$714K +$44.3K +2,676 +7%
DS
39
DRW Securities
Illinois
$708K +$708K +42,758 New
CFMC
40
Curbstone Financial Management Corp
New Hampshire
$697K +$697K +42,100 New
FA
41
Fagan Associates
New York
$655K +$655K +39,508 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$561K +$452K +27,314 +417%
TH
43
Timber Hill
Connecticut
$502K -$191K -11,542 -28%
U
44
UBS
Switzerland
$478K +$344K +20,818 +258%
CPO
45
Cerity Partners OCIO
New York
$460K -$211K -12,718 -31%
BSW
46
Buckingham Strategic Wealth
Missouri
$443K +$443K +26,744 New
Wells Fargo
47
Wells Fargo
California
$408K +$89.6K +5,416 +28%
LPL Financial
48
LPL Financial
California
$408K +$408K +24,664 New
PFC
49
Phocas Financial Corp
California
$383K +$7.61K +460 +2%
MHS
50
M Holdings Securities
Oregon
$341K +$3.61K +218 +1%
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