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Schwab US REIT ETF
SCHH

Overview Fund Activity

84 hedge funds and large institutions have $363M invested in Schwab US REIT ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
29
Increased
36
Reduced
10
Closed
7
Calls
–
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$873K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$129M
2
BTS
2
BB&T Securities
Virginia
$41.5M
3
CSIA
3
Charles Schwab Investment Advisory
California
$64.3M
4
RJA
4
Raymond James & Associates
Florida
$6.09M
5
PFG
5
Piershale Financial Group
Illinois
$5.35M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$0
2
BCMO
2
Buckingham Capital Management (Ohio)
Ohio
$0
3
ACM
3
Avalon Capital Management
California
$0
4
AI
4
Atria Investments
North Carolina
$5.41M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$313K +$8.03K +484 +3%
GAM
52
Gemmer Asset Management
California
$310K +$310K +18,754 New
APCM
53
Alaska Permanent Capital Management
Alaska
$282K +$9.03K +546 +3%
AIG
54
American International Group
New York
$272K +$261K +15,792 +2,393%
Ameriprise
55
Ameriprise
Minnesota
$272K +$64.5K +3,856 +31%
PAG
56
Private Advisor Group
New Jersey
$234K +$234K +14,112 New
FNBT
57
FineMark National Bank & Trust
Florida
$219K +$33.2K +2,006 +18%
BFPW
58
BOK Financial Private Wealth
Colorado
$212K +$212K +12,824 New
PHAM
59
Palisades Hudson Asset Management
Florida
$211K +$211K +12,752 New
FF
60
Friedenthal Financial
New Jersey
$206K +$206K +12,426 New
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$188K +$22.2K +1,338 +13%
CDIA
62
Capital Directions Investment Advisors
Georgia
$59K -$2.04K -124 -3%
WCM
63
Wealthcare Capital Management
Virginia
$48K +$48K +2,918 New
BJ
64
Brouwer & Janachowski
California
$37K +$37K +2,220 New
MCM
65
Manchester Capital Management
Vermont
$33K – – –
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$24K +$2.53K +152 +12%
WA
67
WFG Advisors
Texas
$22K – – –
BC
68
Bartlett & Co
Ohio
$20K – – –
PG
69
PEAK6 Group
Illinois
$17K +$17K +1,000 New
TIM
70
Tortoise Investment Management
New York
$16K +$16K +936 New
WAM
71
Wallington Asset Management
Indiana
$13K +$13K +760 New
SF
72
Synovus Financial
Georgia
$13K +$13K +816 New
EWM
73
Edge Wealth Management
New York
$12K -$8.57K -500 -42%
PO
74
Private Ocean
California
$11K +$10.8K +646 +5,383%
MFS
75
MSI Financial Services
Massachusetts
$10K +$65 +4 +0.7%
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