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Schwab US REIT ETF
SCHH

Overview Fund Activity

98 hedge funds and large institutions have $364M invested in Schwab US REIT ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
12
Increased
43
Reduced
29
Closed
5
Calls
–
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$26K

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.26M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.26M
4
FMP
4
Financial Management Professionals
Texas
$3.13M
5
CSIA
5
Charles Schwab Investment Advisory
California
$71.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$92.7M
2
BTS
2
BB&T Securities
Virginia
$37M
3
SB
3
Suntrust Banks
Georgia
$3.72M
4
RJA
4
Raymond James & Associates
Florida
$4.13M
5
3AM
5
3D Asset Management
Connecticut
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
26
Interactive Financial Advisors
Illinois
$2.25M +$311K +18,244 +16%
AA
27
Apriem Advisors
California
$2.25M +$860K +50,486 +62%
PI
28
Placemark Investments
Illinois
$2.02M -$604K -35,458 -23%
SG
29
Swarthmore Group
Pennsylvania
$1.84M – – –
TC
30
Taylor Cottrill
New Hampshire
$1.81M +$7.66K +450 +0.4%
U
31
UBS
Switzerland
$1.79M +$1.17M +68,794 +190%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.77M -$162K -9,488 -8%
NSAM
33
North Star Asset Management
Wisconsin
$1.76M -$1.19M -69,762 -40%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$1.75M +$23.4K +1,372 +1%
Citigroup
35
Citigroup
New York
$1.71M +$5.38K +316 +0.3%
BSB
36
Bangor Savings Bank
Maine
$1.46M +$63.9K +3,752 +5%
SC
37
Stratford Consulting
Texas
$1.18M +$189K +11,116 +19%
MAM
38
Marquette Asset Management
Minnesota
$1.09M -$36.8K -2,164 -3%
AWM
39
Avior Wealth Management
Nebraska
$939K -$1.7K -100 -0.2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$865K +$865K +50,798 New
LYV
41
Live Your Vision
Pennsylvania
$820K -$150K -8,468 -15%
LPL Financial
42
LPL Financial
California
$817K -$217K -12,726 -21%
CFMC
43
Curbstone Financial Management Corp
New Hampshire
$716K +$4.26K +250 +0.6%
FA
44
Fagan Associates
New York
$662K -$2.18K -128 -0.3%
VFS
45
VSR Financial Services
Kansas
$530K +$530K +31,106 New
AIG
46
American International Group
New York
$510K -$189K -11,112 -27%
MIAN
47
Mariner Independent Advisor Network
Kansas
$503K -$326K -19,146 -39%
Mariner
48
Mariner
Kansas
$435K +$10.9K +640 +3%
CPO
49
Cerity Partners OCIO
New York
$423K -$12.4K -730 -3%
AA
50
Alesco Advisors
New York
$408K -$2.72K -160 -0.7%
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