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Schwab US REIT ETF
SCHH

Overview Fund Activity

126 hedge funds and large institutions have $445M invested in Schwab US REIT ETF in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+28
Holders Change %
+28.57%
% of All Funds
3.36%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
37
Increased
49
Reduced
22
Closed
8
Calls
–
Puts
$440K
Net Calls
-$440K
Net Calls Change
-$99K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$13.4M
2
BTS
2
BB&T Securities
Virginia
$46.2M
3
TCM
3
Tuttle Capital Management
Connecticut
$3.55M
4
Creative Planning
4
Creative Planning
Kansas
$3.38M
5
PTCG
5
Pring Turner Capital Group
California
$3.05M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$89.4M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$778K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$943K
5
3AM
5
3D Asset Management
Connecticut
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
26
Frontier Wealth Management
Missouri
$3.12M 160,336 +160,336 New
UBS Group
27
UBS Group
Switzerland
$3.12M 160,168 +160,168 New
PTCG
28
Pring Turner Capital Group
California
$3.05M 156,800 +156,800 New
BFG
29
Bouchey Financial Group
New York
$3.04M 155,914 +18,990 +14%
MAS
30
Madden Advisory Services
Florida
$2.68M 137,776 +4,000 +3%
UCFA
31
United Capital Financial Advisors
Texas
$2.58M 132,216 +132,216 New
PI
32
Placemark Investments
Illinois
$2.52M 129,252 +10,738 +9%
IFA
33
Interactive Financial Advisors
Illinois
$2.51M 129,084 -3,142 -2%
FI
34
FormulaFolio Investments
Michigan
$2.45M 125,838 +125,838 New
SG
35
Swarthmore Group
Pennsylvania
$2.1M 107,750 – –
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$2.08M 106,740 +3,872 +4%
TC
37
Taylor Cottrill
New Hampshire
$2.06M 105,980 – –
FC
38
Financial Consulate
Maryland
$2.02M 103,744 +103,744 New
NSAM
39
North Star Asset Management
Wisconsin
$1.72M 88,430 -15,146 -15%
TRCT
40
Tower Research Capital (TRC)
New York
$1.72M 88,450 +72,622 +459%
BSB
41
Bangor Savings Bank
Maine
$1.71M 87,786 +2,200 +3%
FF
42
Friedenthal Financial
New Jersey
$1.68M 86,148 +73,066 +559%
SC
43
Stratford Consulting
Texas
$1.61M 82,758 +13,438 +19%
PAG
44
Private Advisor Group
New Jersey
$1.35M 69,512 +54,650 +368%
MAM
45
Marquette Asset Management
Minnesota
$1.27M 65,186 +1,216 +2%
VFS
46
VSR Financial Services
Kansas
$1.24M 63,516 +32,410 +104%
FFA
47
First Foundation Advisors
California
$1.1M 56,342 +56,342 New
AWM
48
Avior Wealth Management
Nebraska
$1.09M 56,190 +1,076 +2%
LPL Financial
49
LPL Financial
California
$1.07M 54,798 +6,918 +14%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.03M 53,104 -50,586 -49%
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