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Schwab US REIT ETF
SCHH

Overview Fund Activity

84 hedge funds and large institutions have $363M invested in Schwab US REIT ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
29
Increased
36
Reduced
10
Closed
7
Calls
–
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$873K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$129M
2
BTS
2
BB&T Securities
Virginia
$41.5M
3
CSIA
3
Charles Schwab Investment Advisory
California
$64.3M
4
RJA
4
Raymond James & Associates
Florida
$6.09M
5
PFG
5
Piershale Financial Group
Illinois
$5.35M

Top Sellers

1
CCM
1
CWH Capital Management
Washington
$0
2
BCMO
2
Buckingham Capital Management (Ohio)
Ohio
$0
3
ACM
3
Avalon Capital Management
California
$0
4
AI
4
Atria Investments
North Carolina
$5.41M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$129M 3,904,911 +3,904,911 New
CSIA
2
Charles Schwab Investment Advisory
California
$64.3M 1,941,960 +447,761 +30%
BTS
3
BB&T Securities
Virginia
$41.5M 125,223 +125,223 New
3AM
4
3D Asset Management
Connecticut
$16.1M 486,092 +14,687 +3%
Charles Schwab
5
Charles Schwab
California
$12.2M 368,367 +25,799 +8%
VCM
6
Vigilant Capital Management
Maine
$11.5M 346,540 +42,460 +14%
WC
7
Whitnell & Co
Illinois
$9.19M 277,651 +26,940 +11%
RJA
8
Raymond James & Associates
Florida
$6.09M 183,994 +183,994 New
AI
9
Atria Investments
North Carolina
$5.41M 163,245 -7,149 -4%
PFG
10
Piershale Financial Group
Illinois
$5.35M 161,451 +161,387 +252,167%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.23M 127,699 +15,428 +14%
SB
12
Suntrust Banks
Georgia
$4.02M 121,490 +121,490 New
TCM
13
Tradewinds Capital Management
Washington
$3.71M 112,032 +111,326 +15,769%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.17M 95,683 +95,683 New
NSAM
15
North Star Asset Management
Wisconsin
$3.04M 91,823 -3,548 -4%
CMP
16
Courage Miller Partners
Virginia
$2.6M 78,478 +5,595 +8%
WIC
17
Whitegate Investment Counselors
New Hampshire
$2.24M 54,159 +54,159 New
PI
18
Placemark Investments
Illinois
$2.19M 66,126 +66,126 New
IFA
19
Interactive Financial Advisors
Illinois
$2.11M 63,623 +10,850 +21%
CS
20
Credit Suisse
Switzerland
$1.93M 58,181 -3,799 -6%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$1.9M 57,266 +1,900 +3%
SG
22
Swarthmore Group
Pennsylvania
$1.78M 53,875 – –
TC
23
Taylor Cottrill
New Hampshire
$1.73M 52,375 +52,375 New
Morgan Stanley
24
Morgan Stanley
New York
$1.73M 52,349 +48,879 +1,409%
Citigroup
25
Citigroup
New York
$1.66M 50,000 – –
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