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Schwab US REIT ETF
SCHH

Overview Fund Activity

91 hedge funds and large institutions have $427M invested in Schwab US REIT ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
46
Reduced
19
Closed
9
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
+$26K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$54.9M
2
TCM
2
Tradewinds Capital Management
Washington
$13M
3
RIG
3
RiverFront Investment Group
Virginia
$142M
4
SB
4
Suntrust Banks
Georgia
$7.67M
5
CSIA
5
Charles Schwab Investment Advisory
California
$71.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2M
2
DS
2
DRW Securities
Illinois
$0
3
AI
3
Atria Investments
North Carolina
$5.19M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$0
5
AA
5
Alesco Advisors
New York
$427K
Name Market Value Shares Shares
Change 		Shares
Change %
PFC
51
Phocas Financial Corp
California
$392K 22,170 -974 -4%
EAM
52
Evanson Asset Management
California
$389K 21,990 +21,990 New
MHS
53
M Holdings Securities
Oregon
$367K 20,774 +162 +0.8%
Bank of America
54
Bank of America
North Carolina
$329K 18,588 -278 -1%
APCM
55
Alaska Permanent Capital Management
Alaska
$324K 18,322 +1,266 +7%
TH
56
Timber Hill
Connecticut
$292K 16,498 -13,852 -46%
Ameriprise
57
Ameriprise
Minnesota
$292K 16,492 +226 +1%
FNBT
58
FineMark National Bank & Trust
Florida
$285K 16,118 +2,882 +22%
PAG
59
Private Advisor Group
New Jersey
$276K 15,612 +1,500 +11%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$234K 13,236 +1,896 +17%
PHAM
61
Palisades Hudson Asset Management
Florida
$226K 12,792 +40 +0.3%
BFPW
62
BOK Financial Private Wealth
Colorado
$222K 12,574 -250 -2%
FF
63
Friedenthal Financial
New Jersey
$220K 12,462 +36 +0.3%
OCM
64
One Capital Management
California
$218K 12,324 +12,324 New
CDIA
65
Capital Directions Investment Advisors
Georgia
$63K 3,580 – –
FANJ
66
Financial Architects (New Jersey)
New Jersey
$58K 3,302 +3,302 New
WCM
67
Wealthcare Capital Management
Virginia
$52K 2,922 +4 +0.1%
TF
68
Tompkins Financial
New York
$52K 2,928 +2,928 New
MCM
69
Manchester Capital Management
Vermont
$35K 2,000 – –
PO
70
Private Ocean
California
$34K 1,900 +1,242 +189%
GAM
71
Gemmer Asset Management
California
$33K 18,966 +212 +1%
AP
72
Advisors Preferred
Maryland
$26.8K 1,514 +1,514 New
HI
73
Hudock Inc
Pennsylvania
$26K 1,474 +1,474 New
WA
74
WFG Advisors
Texas
$24K 1,330 – –
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$23K 1,298 -146 -10%
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3
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