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Schwab US REIT ETF
SCHH

297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 108

6% more capital invested

Capital invested by funds: $2.98B → $3.17B (+$189M)

1.53% more ownership

Funds ownership: 132.8% → 134.33% (+1.5%)

1% more funds holding

Funds holding: 293 → 297 (+4)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

64% less call options, than puts

Call options by funds: $330K | Put options by funds: $926K

Holders
297
Holders Change
+4
Holders Change %
+1.37%
% of All Funds
6.79%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
29
Increased
121
Reduced
108
Closed
22
Calls
$330K
Puts
$926K
Net Calls
-$596K
Net Calls Change
+$164K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$110M
2
CSIA
Charles Schwab Investment Advisory
California
+$50M
3
Ameriprise
Ameriprise
Minnesota
+$24.2M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.2M
5
I
INVST
Indiana
+$9.53M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$21.2M
2
FEG
Fund Evaluation Group
Ohio
-$6.77M
3
WIC
Whitegate Investment Counselors
New Hampshire
-$6.38M
4
QAM
Q3 Asset Management
Michigan
-$6.01M
5
Morgan Stanley
Morgan Stanley
New York
-$4.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
276
Bartlett & Co
Ohio
$4K -$32.4K -1,534 -88%
GWS
277
Glassman Wealth Services
Virginia
$4K – – –
SF
278
Synovus Financial
Georgia
$4K – – –
SIS
279
Sound Income Strategies
Florida
$4K +$3.89K +184 +1,314%
WCM
280
Whitener Capital Management
North Carolina
$4K +$4.57K +216 New
AIM
281
Advantage Investment Management
Iowa
$2K – – –
CFD
282
Creative Financial Designs
Indiana
$2K – – –
SIAS
283
Shine Investment Advisory Services
Colorado
$2K – – –
ECM
284
Exchange Capital Management
Michigan
$2K +$42 +2 +2%
SPIA
285
Steward Partners Investment Advisory
New York
$2K +$719 +34 +40%
RFA
286
Reilly Financial Advisors
California
$2K +$1.14K +54 +208%
SFSG
287
Stearns Financial Services Group
North Carolina
$2K +$1.9K +90 New
SIM
288
Sonora Investment Management
Arizona
$1K – – –
GEA
289
Glen Eagle Advisors
New Jersey
$626 – – –
FRA
290
Front Row Advisors
California
$92 – – –
QAM
291
Q3 Asset Management
Michigan
– -$6.01M -287,886 Closed
Jane Street
292
Jane Street
New York
– -$3.34M -160,086 Closed
TCM
293
Towercrest Capital Management
Pennsylvania
– -$739K -35,382 Closed
SEI Investments
294
SEI Investments
Pennsylvania
– -$500K -23,914 Closed
HF
295
HRT Financial
New York
– -$347K -16,626 Closed
Betterment LLC
296
Betterment LLC
New York
– -$277K -13,264 Closed
NFG
297
Next Financial Group
Texas
– -$242K -11,608 Closed
SFG
298
StrategIQ Financial Group
Indiana
– -$235K -11,248 Closed
PWM
299
Perigon Wealth Management
California
– -$231K -11,036 Closed
DAS
300
Dynamic Advisor Solutions
Arizona
– -$211K -10,108 Closed
9 10 11
12
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SCHH Hedge Fund Activity: Q3 2018 in Review

297 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2018, worth a combined $3.17B — up 6.4% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCHH positions and 22 closed out — a net gain of 7 holders — while 121 added to existing stakes and 108 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $110M. The largest seller was Creative Planning, cutting an estimated $21.2M.

  • 297 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2018, up from 293 in Q2 2018.
  • Funds reported $3.17B of Schwab US REIT ETF stock for Q3 2018, up 6.4% quarter-over-quarter.
  • 29 funds opened new Schwab US REIT ETF positions in Q3 2018 and 22 closed out, a net change of +7 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $110M added.
  • The largest Schwab US REIT ETF seller in Q3 2018 was Creative Planning, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2018.