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Schwab US REIT ETF
SCHH

Overview Fund Activity

91 hedge funds and large institutions have $427M invested in Schwab US REIT ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
46
Reduced
19
Closed
9
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
+$26K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$54.9M
2
TCM
2
Tradewinds Capital Management
Washington
$13M
3
RIG
3
RiverFront Investment Group
Virginia
$142M
4
SB
4
Suntrust Banks
Georgia
$7.67M
5
CSIA
5
Charles Schwab Investment Advisory
California
$71.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2M
2
DS
2
DRW Securities
Illinois
$0
3
AI
3
Atria Investments
North Carolina
$5.19M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$0
5
AA
5
Alesco Advisors
New York
$427K
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$142M 4,005,998 +101,087 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$71.7M 2,028,048 +86,088 +4%
BTS
3
BB&T Securities
Virginia
$54.9M 155,298 +30,075 +24%
3AM
4
3D Asset Management
Connecticut
$17.5M 495,336 +9,244 +2%
Charles Schwab
5
Charles Schwab
California
$14.1M 397,710 +29,343 +8%
TCM
6
Tradewinds Capital Management
Washington
$13M 368,543 +256,511 +229%
VCM
7
Vigilant Capital Management
Maine
$12.6M 356,565 +10,025 +3%
WC
8
Whitnell & Co
Illinois
$9.69M 274,036 -3,615 -1%
SB
9
Suntrust Banks
Georgia
$7.67M 216,882 +95,392 +79%
RJA
10
Raymond James & Associates
Florida
$6.91M 195,327 +11,333 +6%
PFG
11
Piershale Financial Group
Illinois
$6.67M 188,694 +27,243 +17%
AI
12
Atria Investments
North Carolina
$5.19M 146,630 -16,615 -10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.73M 133,740 +6,041 +5%
Morgan Stanley
14
Morgan Stanley
New York
$3.48M 98,335 +45,986 +88%
NSAM
15
North Star Asset Management
Wisconsin
$3.07M 86,669 -5,154 -6%
CMP
16
Courage Miller Partners
Virginia
$2.89M 81,636 +3,158 +4%
JFG
17
JMG Financial Group
Illinois
$2.81M 79,555 +36,816 +86%
PI
18
Placemark Investments
Illinois
$2.72M 76,986 +10,860 +16%
PMG
19
ProVise Management Group
Florida
$2.53M 71,420 +45,745 +178%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$2.31M 65,277 +8,011 +14%
CS
21
Credit Suisse
Switzerland
$2.04M 57,589 -592 -1%
BFG
22
Bouchey Financial Group
New York
$2.02M 57,097 +9,996 +21%
IFA
23
Interactive Financial Advisors
Illinois
$2.02M 56,991 -6,632 -10%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2M 56,589 -39,094 -41%
SG
25
Swarthmore Group
Pennsylvania
$1.91M 53,875 – –
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