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Schwab US REIT ETF
SCHH

Overview Fund Activity

126 hedge funds and large institutions have $445M invested in Schwab US REIT ETF in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+28
Holders Change %
+28.57%
% of All Funds
3.36%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
37
Increased
49
Reduced
22
Closed
8
Calls
–
Puts
$440K
Net Calls
-$440K
Net Calls Change
-$99K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$13.4M
2
BTS
2
BB&T Securities
Virginia
$46.2M
3
TCM
3
Tuttle Capital Management
Connecticut
$3.55M
4
Creative Planning
4
Creative Planning
Kansas
$3.38M
5
PTCG
5
Pring Turner Capital Group
California
$3.05M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$89.4M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$778K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$943K
5
3AM
5
3D Asset Management
Connecticut
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$1M +$565K +29,010 +129%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$967K -$22.1K -1,134 -2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$943K -$3.94M -202,008 -81%
LYV
54
Live Your Vision
Pennsylvania
$934K -$19.4K -942 -2%
AIG
55
American International Group
New York
$923K +$340K +17,468 +58%
CPIG
56
Chicago Partners Investment Group
Illinois
$882K +$882K +45,288 New
CFMC
57
Curbstone Financial Management Corp
New Hampshire
$827K +$7.79K +400 +1%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$818K +$818K +41,988 New
Jane Street
59
Jane Street
New York
$778K -$4.87M -249,840 -86%
FA
60
Fagan Associates
New York
$757K -$468 -24 -0.1%
VNA
61
Valley National Advisers
Pennsylvania
$744K +$744K +49,174 New
BW
62
Bison Wealth
Georgia
$714K +$714K +36,672 New
F
63
FutureAdvisor
California
$631K +$631K +32,550 New
MIAN
64
Mariner Independent Advisor Network
Kansas
$617K +$41.7K +2,140 +7%
Mariner
65
Mariner
Kansas
$543K +$45.2K +2,320 +9%
PWM
66
Perigon Wealth Management
California
$508K +$64K +3,290 +14%
AA
67
Alesco Advisors
New York
$491K +$24.2K +1,244 +5%
MHS
68
M Holdings Securities
Oregon
$471K +$471K +24,202 New
EAM
69
Evanson Asset Management
California
$430K +$67K +3,442 +18%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$425K +$26.5K +1,362 +7%
GAM
71
Gemmer Asset Management
California
$424K +$17.8K +912 +4%
CPO
72
Cerity Partners OCIO
New York
$413K -$70.9K -3,640 -15%
W
73
Wealthfront
California
$372K +$94.3K +4,840 +34%
SGS
74
Sterling Global Strategies
California
$353K +$353K +18,112 New
VF
75
Virtu Financial
New York
$352K +$352K +18,066 New
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