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Schwab US REIT ETF
SCHH

Overview Fund Activity

98 hedge funds and large institutions have $364M invested in Schwab US REIT ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
12
Increased
43
Reduced
29
Closed
5
Calls
–
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$26K

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.26M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.26M
4
FMP
4
Financial Management Professionals
Texas
$3.13M
5
CSIA
5
Charles Schwab Investment Advisory
California
$71.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$92.7M
2
BTS
2
BB&T Securities
Virginia
$37M
3
SB
3
Suntrust Banks
Georgia
$3.72M
4
RJA
4
Raymond James & Associates
Florida
$4.13M
5
3AM
5
3D Asset Management
Connecticut
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
51
Perigon Wealth Management
California
$389K 22,820 +22,820 New
Wells Fargo
52
Wells Fargo
California
$383K 22,496 -3,866 -15%
PFC
53
Phocas Financial Corp
California
$381K 22,400 +230 +1%
Bank of America
54
Bank of America
North Carolina
$360K 21,146 +2,558 +14%
APCM
55
Alaska Permanent Capital Management
Alaska
$358K 21,072 +2,750 +15%
GAM
56
Gemmer Asset Management
California
$355K 20,866 +1,900 +10%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$348K 20,464 +7,228 +55%
EAM
58
Evanson Asset Management
California
$317K 18,636 -3,354 -15%
Ameriprise
59
Ameriprise
Minnesota
$294K 17,242 +750 +5%
TH
60
Timber Hill
Connecticut
$279K 16,386 -112 -0.7%
FNBT
61
FineMark National Bank & Trust
Florida
$276K 16,216 +98 +0.6%
TRCT
62
Tower Research Capital (TRC)
New York
$270K 15,828 -50,434 -76%
PAG
63
Private Advisor Group
New Jersey
$253K 14,862 -750 -5%
W
64
Wealthfront
California
$243K 14,244 +14,220 +59,250%
FF
65
Friedenthal Financial
New Jersey
$223K 13,082 +620 +5%
OCM
66
One Capital Management
California
$218K 12,776 +452 +4%
BFPW
67
BOK Financial Private Wealth
Colorado
$217K 12,758 +184 +1%
PHAM
68
Palisades Hudson Asset Management
Florida
$213K 12,514 -278 -2%
Creative Planning
69
Creative Planning
Kansas
$67K 3,934 +3,160 +408%
FANJ
70
Financial Architects (New Jersey)
New Jersey
$62K 3,666 +364 +11%
AP
71
Advisors Preferred
Maryland
$58.6K 3,442 +1,928 +127%
CDIA
72
Capital Directions Investment Advisors
Georgia
$53K 2,790 -790 -22%
EK
73
Evensky & Katz
Florida
$53K 3,106 +3,106 New
TF
74
Tompkins Financial
New York
$50K 2,928 – –
WCM
75
Wealthcare Capital Management
Virginia
$50K 2,928 +6 +0.2%
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3
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