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Schwab US REIT ETF
SCHH

Overview Fund Activity

91 hedge funds and large institutions have $427M invested in Schwab US REIT ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
46
Reduced
19
Closed
9
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
+$26K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$54.9M
2
TCM
2
Tradewinds Capital Management
Washington
$13M
3
RIG
3
RiverFront Investment Group
Virginia
$142M
4
SB
4
Suntrust Banks
Georgia
$7.67M
5
CSIA
5
Charles Schwab Investment Advisory
California
$71.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2M
2
DS
2
DRW Securities
Illinois
$0
3
AI
3
Atria Investments
North Carolina
$5.19M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$0
5
AA
5
Alesco Advisors
New York
$427K
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
Taylor Cottrill
New Hampshire
$1.87M 105,530 +780 +0.7%
MAS
27
Madden Advisory Services
Florida
$1.86M 105,184 +9,950 +10%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$1.8M 101,496 +4,090 +4%
Citigroup
29
Citigroup
New York
$1.77M 100,000 – –
BSB
30
Bangor Savings Bank
Maine
$1.45M 81,834 +646 +0.8%
AA
31
Apriem Advisors
California
$1.44M 81,440 +10,394 +15%
MCC
32
Mid Continent Capital
Illinois
$1.33M 75,100 +75,100 New
TRCT
33
Tower Research Capital (TRC)
New York
$1.17M 66,262 +66,262 New
MAM
34
Marquette Asset Management
Minnesota
$1.17M 66,134 +104 +0.2%
LPL Financial
35
LPL Financial
California
$1.07M 60,606 +35,942 +146%
SC
36
Stratford Consulting
Texas
$1.03M 58,204 +14,974 +35%
AWM
37
Avior Wealth Management
Nebraska
$976K 55,214 +2,384 +5%
LYV
38
Live Your Vision
Pennsylvania
$968K 54,708 -1,480 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$895K 50,646 +16,776 +50%
MIAN
40
Mariner Independent Advisor Network
Kansas
$861K 48,698 +48,698 New
PFG
41
Pacific Financial Group
Washington
$855K 48,340 +48,340 New
CA
42
Cetera Advisors
Colorado
$797K 44,700 +570 +1%
CFMC
43
Curbstone Financial Management Corp
New Hampshire
$739K 41,800 -300 -0.7%
AIG
44
American International Group
New York
$726K 41,032 +24,580 +149%
FA
45
Fagan Associates
New York
$690K 39,012 -496 -1%
U
46
UBS
Switzerland
$641K 36,232 +7,330 +25%
Wells Fargo
47
Wells Fargo
California
$466K 26,362 +1,710 +7%
CPO
48
Cerity Partners OCIO
New York
$452K 25,580 -2,180 -8%
Mariner
49
Mariner
Kansas
$440K 24,894 +24,894 New
AA
50
Alesco Advisors
New York
$427K 24,128 -19,010 -44%
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