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Schwab US REIT ETF
SCHH

358 hedge funds and large institutions have $3.57B invested in Schwab US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 138 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

25% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 110

23% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $1.88M

19% more capital invested

Capital invested by funds: $2.99B → $3.57B (+$579M)

15.48% more ownership

Funds ownership: 118.55% → 134.03% (+15%)

9% more funds holding

Funds holding: 327 → 358 (+31)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

Holders
358
Holders Change
+31
Holders Change %
+9.48%
% of All Funds
7.75%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
71
Increased
138
Reduced
110
Closed
34
Calls
$2.31M
Puts
$1.88M
Net Calls
+$435K
Net Calls Change
-$764K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$326M
2
CSIA
Charles Schwab Investment Advisory
California
+$36.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.7M
4
US Bancorp
US Bancorp
Minnesota
+$15.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$33.4M
2
Creative Planning
Creative Planning
Kansas
-$21.3M
3
QI
QS Investors
New York
-$6.74M
4
LPL Financial
LPL Financial
California
-$4.09M
5
QAM
Q3 Asset Management
Michigan
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
226
Legacy Capital Partners
Wisconsin
$286K +$273K +12,852 New
CP
227
Camelot Portfolios
Ohio
$272K +$260K +12,232 New
MWM
228
Merriman Wealth Management
Washington
$271K +$3.95K +186 +2%
SFA
229
Sequoia Financial Advisors
Ohio
$271K +$30.3K +1,428 +13%
BFM
230
Broadview Financial Management
Wisconsin
$269K +$764 +36 +0.3%
PIM
231
Penobscot Investment Management
Massachusetts
$254K -$8.49K -400 -3%
CS
232
Comerica Securities
Michigan
$254K +$242K +11,424 New
HA
233
Harborview Advisors
Maine
$250K +$239K +11,264 New
MHS
234
M Holdings Securities
Oregon
$243K -$1.57K -74 -0.7%
Brown Advisory
235
Brown Advisory
Maryland
$239K – – –
CM
236
Churchill Management
California
$237K +$226K +10,646 New
DAS
237
Dynamic Advisor Solutions
Arizona
$226K +$216K +10,174 New
NDSI
238
Newman Dignan & Sheerar Inc
Rhode Island
$226K +$216K +10,192 New
LCM
239
Liberty Capital Management
Michigan
$214K +$204K +9,624 New
CIA
240
Capital Investment Advisors
Georgia
$213K +$203K +9,578 New
UAS
241
United Asset Strategies
New York
$213K +$203K +9,586 New
AWS
242
AJ Wealth Strategies
New York
$205K +$196K +9,236 New
PFA
243
Pure Financial Advisors
California
$201K +$192K +9,062 New
EAM
244
Evanson Asset Management
California
$200K +$191K +8,984 New
RA
245
Rational Advisors
New York
$197K -$12.3K -578 -6%
PGAM
246
Princeton Global Asset Management
New Jersey
$175K -$5.82K -274 -3%
LF
247
Lee Financial
Texas
$164K -$2.84K -134 -2%
WOC
248
West Oak Capital
California
$162K -$2.5K -118 -2%
BMM
249
Buffington Mohr McNeal
Idaho
$157K +$150K +7,056 New
CI
250
CX Institutional
Indiana
$156K +$108K +5,076 +261%
8 9
10
11 12

SCHH Hedge Fund Activity: Q1 2019 in Review

358 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2019, worth a combined $3.57B — up 19% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SCHH positions and 34 closed out — a net gain of 37 holders — while 138 added to existing stakes and 110 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $326M. The largest seller was BlackRock, cutting an estimated $33.4M.

  • 358 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2019, up from 327 in Q4 2018.
  • Funds reported $3.57B of Schwab US REIT ETF stock for Q1 2019, up 19% quarter-over-quarter.
  • 71 funds opened new Schwab US REIT ETF positions in Q1 2019 and 34 closed out, a net change of +37 holders.
  • The largest Schwab US REIT ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $326M added.
  • The largest Schwab US REIT ETF seller in Q1 2019 was BlackRock, an estimated $33.4M sold.

Based on aggregated 13F filings for Q1 2019.