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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 %
PIA
101
Peachtree Investment Advisors
Georgia
$30K +$2.76K +140 +10%
WTB
102
Washington Trust Bank
Washington
$29K – – –
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$28K +$1.59K +82 +6%
WA
104
WFG Advisors
Texas
$26K – – –
PFG
105
Pacific Financial Group
Washington
$26K +$26K +1,340 New
BC
106
Bartlett & Co
Ohio
$23K – – –
HI
107
Hudock Inc
Pennsylvania
$18K – – –
MA
108
MUFG Americas
New York
$18K – – –
WT
109
Whittier Trust
California
$18K +$18K +938 New
NFG
110
Next Financial Group
Texas
$16K +$16K +834 New
MFS
111
MSI Financial Services
Massachusetts
$12K +$77 +4 +0.6%
HR
112
Howe & Rusling
New York
$8K – – –
PAI
113
Pittenger & Anderson Inc
Nebraska
$8K +$8K +428 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$6K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +306 New
FHA
116
First Horizon Advisors
Tennessee
$5K +$5K +300 New
SSB
117
Sandy Spring Bank
Maryland
$3K – – –
VIA
118
Vantage Investment Advisors
Pennsylvania
$3K – – –
TIM
119
Tortoise Investment Management
New York
$3K – – –
WOC
120
West Oak Capital
California
$2.73K – – –
RCG
121
Ruggie Capital Group
Florida
$2K +$2K +80 New
TFA
122
Transamerica Financial Advisors
Florida
$1K – – –
BWA
123
Burt Wealth Advisors
Maryland
$1K +$1K +2 New
BRWA
124
B. Riley Wealth Advisors
Florida
$6 +$6 +300 New
PFG
125
Piershale Financial Group
Illinois
– -$5.92M -347,722 Closed
2 3 4
5
6