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Schwab US REIT ETF
SCHH

Overview Fund Activity

98 hedge funds and large institutions have $364M invested in Schwab US REIT ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
12
Increased
43
Reduced
29
Closed
5
Calls
–
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$26K

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.26M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.26M
4
FMP
4
Financial Management Professionals
Texas
$3.13M
5
CSIA
5
Charles Schwab Investment Advisory
California
$71.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$92.7M
2
BTS
2
BB&T Securities
Virginia
$37M
3
SB
3
Suntrust Banks
Georgia
$3.72M
4
RJA
4
Raymond James & Associates
Florida
$4.13M
5
3AM
5
3D Asset Management
Connecticut
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$92.7M 2,721,195 -1,284,803 -32%
CSIA
2
Charles Schwab Investment Advisory
California
$71.3M 2,094,173 +66,125 +3%
BTS
3
BB&T Securities
Virginia
$37M 108,704 -46,594 -30%
3AM
4
3D Asset Management
Connecticut
$14.9M 436,957 -58,379 -12%
Charles Schwab
5
Charles Schwab
California
$14.6M 427,627 +29,917 +8%
TCM
6
Tradewinds Capital Management
Washington
$12.7M 373,302 +4,759 +1%
VCM
7
Vigilant Capital Management
Maine
$12.4M 364,675 +8,110 +2%
WC
8
Whitnell & Co
Illinois
$11.1M 325,106 +51,070 +19%
PFG
9
Piershale Financial Group
Illinois
$5.92M 173,861 -14,833 -8%
Jane Street
10
Jane Street
New York
$4.94M 144,886 +144,886 New
AI
11
Atria Investments
North Carolina
$4.85M 142,460 -4,170 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.26M 125,194 +99,871 +394%
RJA
13
Raymond James & Associates
Florida
$4.13M 121,152 -74,175 -38%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.94M 115,619 -18,121 -14%
CS
15
Credit Suisse
Switzerland
$3.76M 110,450 +52,861 +92%
SB
16
Suntrust Banks
Georgia
$3.72M 109,111 -107,771 -50%
JFG
17
JMG Financial Group
Illinois
$3.42M 100,449 +20,894 +26%
Morgan Stanley
18
Morgan Stanley
New York
$3.4M 99,740 +1,405 +1%
Goldman Sachs
19
Goldman Sachs
New York
$3.26M 95,581 +95,581 New
FMP
20
Financial Management Professionals
Texas
$3.13M 91,920 +91,920 New
CMP
21
Courage Miller Partners
Virginia
$2.88M 84,626 +2,990 +4%
FWCM
22
Ferguson Wellman Capital Management
Oregon
$2.54M 74,464 +9,187 +14%
PMG
23
ProVise Management Group
Florida
$2.36M 69,191 -2,229 -3%
BFG
24
Bouchey Financial Group
New York
$2.33M 68,462 +11,365 +20%
MAS
25
Madden Advisory Services
Florida
$2.28M 66,888 +14,296 +27%
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