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.

New
Increased
Maintained
Reduced
Closed
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 %
PMG
126
ProVise Management Group
Florida
– -$2.36M -138,382 Closed
Citigroup
127
Citigroup
New York
– -$1.71M -100,316 Closed
APCM
128
Alaska Permanent Capital Management
Alaska
– -$358K -21,072 Closed
US Bancorp
129
US Bancorp
Minnesota
– -$37K -2,164 Closed
WAM
130
Wallington Asset Management
Indiana
– -$6K -360 Closed
WA
131
WealthTrust-Arizona
Arizona
– -$1K -42 Closed
2 3 4 5
6