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Schwab US REIT ETF
SCHH

Overview Fund Activity

63 hedge funds and large institutions have $124M invested in Schwab US REIT ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
23
Reduced
11
Closed
7
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
-$169K

Top Buyers

1
WC
1
Whitnell & Co
Illinois
$7.58M
2
VCM
2
Vigilant Capital Management
Maine
$9.2M
3
Charles Schwab
3
Charles Schwab
California
$10.4M
4
Citigroup
4
Citigroup
New York
$1.51M
5
MAM
5
Marquette Asset Management
Minnesota
$949K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$45.2M
2
CA
2
Cumberland Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
ACM
4
Avalon Capital Management
California
$241K
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Apriem Advisors
California
$12K 411 +400 +3,636%
AIG
52
American International Group
New York
$9.98K 330 – –
MFS
53
MSI Financial Services
Massachusetts
$9K 304 +3 +1%
HR
54
Howe & Rusling
New York
$6K 206 – –
FBT
55
Founders Bank & Trust
Michigan
$6K 181 +181 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$6K 200 +200 New
CEMP
57
Compass Efficient Model Portfolios
Tennessee
$5K 154 +45 +41%
PFA
58
Paradigm Financial Advisors
Missouri
$4K 130 +130 New
PFG
59
Piershale Financial Group
Illinois
$2K 64 +64 New
SSB
60
Sandy Spring Bank
Maryland
$2K 80 +80 New
VIA
61
Vantage Investment Advisors
Pennsylvania
$1K 27 +27 New
CA
62
Cumberland Advisors
Florida
– – -86,470 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– – -47,382 Closed
SSWM
64
Sheets Smith Wealth Management
North Carolina
– – -25,791 Closed
PFBT
65
Parkside Financial Bank & Trust
Missouri
– – -13,888 Closed
CWM
66
Concert Wealth Management
California
– – -8,016 Closed
AAS
67
Annex Advisory Services
Wisconsin
– – -7,049 Closed
TIM
68
Tortoise Investment Management
New York
– – -510 Closed
FMP
69
Financial Management Professionals
Texas
– – – –
CFA
70
Carroll Financial Associates
North Carolina
$0 4 – –
PO
71
Private Ocean
California
$0 6 +6 New
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3