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Schwab US REIT ETF
SCHH

Overview Fund Activity

126 hedge funds and large institutions have $445M invested in Schwab US REIT ETF in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+28
Holders Change %
+28.57%
% of All Funds
3.36%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
37
Increased
49
Reduced
22
Closed
8
Calls
–
Puts
$440K
Net Calls
-$440K
Net Calls Change
-$99K

Top Buyers

1
ACM
1
Avalon Capital Management
California
$13.4M
2
VV
2
Valentine Ventures
Oregon
$8.42M
3
BTS
3
BB&T Securities
Virginia
$46.2M
4
TCM
4
Tuttle Capital Management
Connecticut
$3.55M
5
Creative Planning
5
Creative Planning
Kansas
$3.38M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$89.4M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
Jane Street
3
Jane Street
New York
$778K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$943K
5
3AM
5
3D Asset Management
Connecticut
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$89.4M 2,294,866 -426,329 -16%
CSIA
2
Charles Schwab Investment Advisory
California
$81.8M 2,100,936 +6,763 +0.3%
BTS
3
BB&T Securities
Virginia
$46.2M 118,739 +10,035 +9%
Charles Schwab
4
Charles Schwab
California
$15.6M 400,986 -26,641 -6%
TCM
5
Tradewinds Capital Management
Washington
$14.5M 371,217 -2,085 -0.6%
VCM
6
Vigilant Capital Management
Maine
$14M 359,892 -4,783 -1%
3AM
7
3D Asset Management
Connecticut
$13.9M 356,537 -80,420 -18%
ACM
8
Avalon Capital Management
California
$13.4M 344,158 +344,158 New
WC
9
Whitnell & Co
Illinois
$12.5M 321,612 -3,494 -1%
VV
10
Valentine Ventures
Oregon
$8.42M 216,156 +216,156 New
CS
11
Credit Suisse
Switzerland
$5.72M 146,926 +36,476 +33%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.71M 146,690 +31,071 +27%
SB
13
Suntrust Banks
Georgia
$5.7M 146,289 +37,178 +34%
RJA
14
Raymond James & Associates
Florida
$5.4M 138,726 +17,574 +15%
AI
15
Atria Investments
North Carolina
$5.16M 132,571 -9,889 -7%
AA
16
Apriem Advisors
California
$4.4M 113,078 +47,115 +71%
Morgan Stanley
17
Morgan Stanley
New York
$4.07M 104,384 +4,644 +5%
JFG
18
JMG Financial Group
Illinois
$3.97M 101,947 +1,498 +1%
Goldman Sachs
19
Goldman Sachs
New York
$3.8M 97,551 +1,970 +2%
FMP
20
Financial Management Professionals
Texas
$3.57M 91,725 -195 -0.2%
TCM
21
Tuttle Capital Management
Connecticut
$3.55M 91,070 +91,070 New
Creative Planning
22
Creative Planning
Kansas
$3.38M 86,858 +84,891 +4,316%
Ameriprise
23
Ameriprise
Minnesota
$3.34M 85,695 +77,074 +894%
CMP
24
Courage Miller Partners
Virginia
$3.32M 85,130 +504 +0.6%
FWCM
25
Ferguson Wellman Capital Management
Oregon
$3.25M 83,415 +8,951 +12%
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