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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 %
US Bancorp
76
US Bancorp
Minnesota
$37K 2,164 +2,164 New
MCM
77
Manchester Capital Management
Vermont
$34K 2,000 – –
PO
78
Private Ocean
California
$33K 1,952 +52 +3%
WA
79
Waverly Advisors
Alabama
$31K 1,804 +784 +77%
WTB
80
Washington Trust Bank
Washington
$25K 1,488 +1,488 New
PIA
81
Peachtree Investment Advisors
Georgia
$24K 1,380 +1,380 New
WA
82
WFG Advisors
Texas
$23K 1,330 – –
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$23K 1,358 +60 +5%
BC
84
Bartlett & Co
Ohio
$20K 1,200 – –
HI
85
Hudock Inc
Pennsylvania
$16K 916 -558 -38%
MA
86
MUFG Americas
New York
$16K 928 – –
MFS
87
MSI Financial Services
Massachusetts
$11K 620 +4 +0.6%
S
88
SignatureFD
Georgia
$10K 578 – –
HR
89
Howe & Rusling
New York
$7K 412 – –
WAM
90
Wallington Asset Management
Indiana
$6K 360 – –
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$5K 300 +300 New
SSB
92
Sandy Spring Bank
Maryland
$3K 160 – –
TIM
93
Tortoise Investment Management
New York
$3K 178 – –
VIA
94
Vantage Investment Advisors
Pennsylvania
$3K 164 +2 +1%
WOC
95
West Oak Capital
California
$2.38K 140 +140 New
WA
96
WealthTrust-Arizona
Arizona
$1K 42 – –
TFA
97
Transamerica Financial Advisors
Florida
$1K 20 – –
MCC
98
Mid Continent Capital
Illinois
– – -75,100 Closed
PFG
99
Pacific Financial Group
Washington
– – -48,340 Closed
CA
100
Cetera Advisors
Colorado
– – -44,700 Closed
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4
5