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Schwab US REIT ETF
SCHH

Overview Fund Activity

63 hedge funds and large institutions have $124M invested in Schwab US REIT ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
23
Reduced
11
Closed
7
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
-$169K

Top Buyers

1
WC
1
Whitnell & Co
Illinois
$7.58M
2
VCM
2
Vigilant Capital Management
Maine
$9.2M
3
Charles Schwab
3
Charles Schwab
California
$10.4M
4
Citigroup
4
Citigroup
New York
$1.51M
5
BFG
5
Bouchey Financial Group
New York
$1.47M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$45.2M
2
CA
2
Cumberland Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
ACM
4
Avalon Capital Management
California
$241K
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$45.2M 1,494,199 -187,605 -11%
3AM
2
3D Asset Management
Connecticut
$14.3M 471,405 +16,193 +4%
Charles Schwab
3
Charles Schwab
California
$10.4M 342,568 +98,448 +40%
VCM
4
Vigilant Capital Management
Maine
$9.2M 304,080 +127,090 +72%
WC
5
Whitnell & Co
Illinois
$7.58M 250,711 +250,711 New
AI
6
Atria Investments
North Carolina
$5.15M 170,394 -4,804 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.4M 112,271 -1,765 -2%
NSAM
8
North Star Asset Management
Wisconsin
$2.89M 95,371 +1,775 +2%
CMP
9
Courage Miller Partners
Virginia
$2.21M 72,883 +14,754 +25%
CS
10
Credit Suisse
Switzerland
$1.88M 61,980 +5,074 +9%
FWCM
11
Ferguson Wellman Capital Management
Oregon
$1.68M 55,366 +17,906 +48%
SG
12
Swarthmore Group
Pennsylvania
$1.63M 53,875 – –
IFA
13
Interactive Financial Advisors
Illinois
$1.6M 52,773 -5,006 -9%
MAS
14
Madden Advisory Services
Florida
$1.56M 51,672 +1,190 +2%
Citigroup
15
Citigroup
New York
$1.51M 50,000 +50,000 New
BFG
16
Bouchey Financial Group
New York
$1.47M 46,703 +46,703 New
RPGK
17
Retirement Planning Group (Kansas)
Kansas
$1.45M 47,932 -4,018 -8%
BSB
18
Bangor Savings Bank
Maine
$1.1M 36,376 +3,987 +12%
MAM
19
Marquette Asset Management
Minnesota
$949K 31,372 +31,372 New
LYV
20
Live Your Vision
Pennsylvania
$806K 26,630 -8,042 -23%
AWM
21
Avior Wealth Management
Nebraska
$794K 26,239 +26,239 New
JFG
22
JMG Financial Group
Illinois
$663K 21,928 +21,928 New
TH
23
Timber Hill
Connecticut
$634K 20,946 -2,755 -12%
CPO
24
Cerity Partners OCIO
New York
$612K 20,239 -9,580 -32%
AA
25
Alesco Advisors
New York
$612K 20,231 +4,676 +30%
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