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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 %
BC
76
Bartlett & Co
Ohio
$21K 1,200 – –
WA
77
Waverly Advisors
Alabama
$18K 1,020 +1,020 New
MA
78
MUFG Americas
New York
$16K 928 +928 New
Creative Planning
79
Creative Planning
Kansas
$14K 774 +566 +272%
MFS
80
MSI Financial Services
Massachusetts
$11K 616 +4 +0.7%
S
81
SignatureFD
Georgia
$10K 578 +578 New
HR
82
Howe & Rusling
New York
$7K 412 +412 New
WAM
83
Wallington Asset Management
Indiana
$6K 360 -400 -53%
BRWA
84
B. Riley Wealth Advisors
Florida
$5.31K 300 +300 New
TIM
85
Tortoise Investment Management
New York
$3K 178 -758 -81%
SSB
86
Sandy Spring Bank
Maryland
$3K 160 – –
VIA
87
Vantage Investment Advisors
Pennsylvania
$3K 162 +108 +200%
TFA
88
Transamerica Financial Advisors
Florida
$1K 20 – –
WA
89
WealthTrust-Arizona
Arizona
$1K 42 +42 New
DS
90
DRW Securities
Illinois
– – -42,758 Closed
BSW
91
Buckingham Strategic Wealth
Missouri
– – -26,744 Closed
BJ
92
Brouwer & Janachowski
California
– – -2,220 Closed
PG
93
PEAK6 Group
Illinois
– – -1,000 Closed
SF
94
Synovus Financial
Georgia
– – -816 Closed
EWM
95
Edge Wealth Management
New York
– – -700 Closed
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
– – -268 Closed
PFA
97
Paradigm Financial Advisors
Missouri
– – -260 Closed
NMIS
98
Northwestern Mutual Investment Services
Wisconsin
– – -88 Closed
W
99
Wealthfront
California
$0 24 -34 -59%
CFA
100
Carroll Financial Associates
North Carolina
$0 8 – –
1 2 3
4
5