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Schwab US REIT ETF
SCHH

Overview Fund Activity

50 hedge funds and large institutions have $117M invested in Schwab US REIT ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
23
Reduced
11
Closed
10
Calls
$701K
Puts
–
Net Calls
+$701K
Net Calls Change
+$701K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$7.65M
2
3AM
2
3D Asset Management
Connecticut
$14.1M
3
CA
3
Cumberland Advisors
Florida
$2.67M
4
VCM
4
Vigilant Capital Management
Maine
$5.47M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.52M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.46M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
PMG
4
ProVise Management Group
Florida
$0
5
GA
5
Gateway Advisory
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$52M 1,681,804 +57,452 +4%
3AM
2
3D Asset Management
Connecticut
$14.1M 455,212 +104,308 +30%
Charles Schwab
3
Charles Schwab
California
$7.65M 244,120 +109,276 +81%
VCM
4
Vigilant Capital Management
Maine
$5.47M 176,990 +66,450 +60%
AI
5
Atria Investments
North Carolina
$5.41M 175,198 +10,369 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.52M 114,036 +66,377 +139%
NSAM
7
North Star Asset Management
Wisconsin
$2.89M 93,596 +7,570 +9%
CA
8
Cumberland Advisors
Florida
$2.67M 86,470 +86,470 New
CMP
9
Courage Miller Partners
Virginia
$1.8M 58,129 +29,770 +105%
IFA
10
Interactive Financial Advisors
Illinois
$1.79M 57,779 +57,779 New
CS
11
Credit Suisse
Switzerland
$1.76M 56,906 +3,056 +6%
SG
12
Swarthmore Group
Pennsylvania
$1.67M 53,875 – –
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$1.61M 51,950 -41,226 -44%
MAS
14
Madden Advisory Services
Florida
$1.56M 50,482 +611 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.46M 47,382 -167,534 -78%
ACM
16
Avalon Capital Management
California
$1.43M 46,244 +38,094 +467%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$1.16M 37,460 +37,460 New
LYV
18
Live Your Vision
Pennsylvania
$1.07M 34,672 -8,106 -19%
BSB
19
Bangor Savings Bank
Maine
$1M 32,389 +1,949 +6%
CPO
20
Cerity Partners OCIO
New York
$921K 29,819 +29,819 New
SSWM
21
Sheets Smith Wealth Management
North Carolina
$797K 25,791 – –
TH
22
Timber Hill
Connecticut
$732K 23,701 +23,701 New
AA
23
Alesco Advisors
New York
$481K 15,555 +3,196 +26%
SC
24
Stratford Consulting
Texas
$456K 14,769 +5,664 +62%
BCMO
25
Buckingham Capital Management (Ohio)
Ohio
$449K 14,377 -2,398 -14%
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