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Schwab US REIT ETF
SCHH

Overview Fund Activity

50 hedge funds and large institutions have $117M invested in Schwab US REIT ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
23
Reduced
11
Closed
10
Calls
$701K
Puts
–
Net Calls
+$701K
Net Calls Change
+$701K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$7.65M
2
3AM
2
3D Asset Management
Connecticut
$14.1M
3
CA
3
Cumberland Advisors
Florida
$2.67M
4
VCM
4
Vigilant Capital Management
Maine
$5.47M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.52M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.46M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
PMG
4
ProVise Management Group
Florida
$0
5
GA
5
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
51
ProVise Management Group
Florida
– -$2.33M -145,182 Closed
GA
52
Gateway Advisory
New Jersey
– -$1.73M -107,516 Closed
BCI
53
Brinker Capital Investments
Pennsylvania
– -$433K -26,996 Closed
LPL Financial
54
LPL Financial
California
– -$351K -21,886 Closed
ST
55
Spot Trading
Illinois
– -$215K -13,410 Closed
RIA
56
Regal Investment Advisors
Michigan
– -$27K -1,700 Closed
OWP
57
Obermeyer Wealth Partners
Colorado
– -$10K -632 Closed
PP
58
Palladium Partners
Virginia
– -$1K -32 Closed
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