SCHH icon

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 %
PFC
76
Phocas Financial Corp
California
$343K -$93.8K -4,810 -21%
FNBT
77
FineMark National Bank & Trust
Florida
$318K +$2.14K +110 +0.7%
CA
78
Cambridge Advisors
Nebraska
$292K +$292K +15,006 New
BFPW
79
BOK Financial Private Wealth
Colorado
$290K +$41.4K +2,126 +17%
OCM
80
One Capital Management
California
$289K +$40.6K +2,086 +16%
TH
81
Timber Hill
Connecticut
$270K -$49.4K -2,534 -15%
PHAM
82
Palisades Hudson Asset Management
Florida
$225K -$19K -974 -8%
VCP
83
Vista Capital Partners
Oregon
$224K +$224K +11,480 New
B
84
Bailard
California
$216K +$216K +11,098 New
PVH
85
Psagot Value Holdings
Israel
$195K +$195K +10,000 New
S
86
SignatureFD
Georgia
$176K +$165K +8,442 +1,461%
AP
87
Advisors Preferred
Maryland
$155K +$88.4K +4,540 +132%
AF
88
Allworth Financial
California
$152K +$152K +7,804 New
Bank of America
89
Bank of America
North Carolina
$151K -$261K -13,394 -63%
AWM
90
AllSquare Wealth Management
New York
$107K +$107K +5,474 New
FANJ
91
Financial Architects (New Jersey)
New Jersey
$87K +$15.6K +800 +22%
EK
92
Evensky & Katz
Florida
$63K +$2.53K +130 +4%
CDIA
93
Capital Directions Investment Advisors
Georgia
$59K – – –
TF
94
Tompkins Financial
New York
$57K – – –
WCM
95
Wealthcare Capital Management
Virginia
$46K -$11.2K -572 -20%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$46K +$46K +2,386 New
MCM
97
Manchester Capital Management
Vermont
$39K – – –
PO
98
Private Ocean
California
$38K +$194 +10 +0.5%
NPC
99
National Planning Corporation
California
$37.7K +$37.7K +1,850 New
WA
100
Waverly Advisors
Alabama
$35K – – –
2 3
4
5 6