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Schwab US REIT ETF

354 hedge funds and large institutions have $2.94B invested in Schwab US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 140 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $784K | Put options by funds: $458K

1.73% more ownership

Funds ownership: 138.42%140.15% (+1.7%)

0% less capital invested

Capital invested by funds: $2.94B → $2.94B (-$4.82M)

6% less funds holding

Funds holding: 378354 (-24)

16% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 140

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
354
Holders Change
-24
Holders Change %
-6.35%
% of All Funds
7.14%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.26%
New
30
Increased
118
Reduced
140
Closed
48
Calls
$784K
Puts
$458K
Net Calls
+$326K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
276
Column Capital Advisors
Indiana
$21K +$432 +24 +2%
HR
277
Howe & Rusling
New York
$21K +$2.12K +118 +11%
RCA
278
Rowland Carmichael Advisors
Arizona
$20K
HI
279
Hudock Inc
Pennsylvania
$20K +$144 +8 +0.7%
AWM
280
Atticus Wealth Management
Florida
$17K +$144 +8 +0.8%
BWM
281
BerganKDV Wealth Management
Minnesota
$16K -$54.7K -3,038 -77%
Citigroup
282
Citigroup
New York
$16K -$2.81K -156 -15%
NFSG
283
Newbridge Financial Services Group
Florida
$16K +$16.4K +914 New
HI
284
Human Investing
Oregon
$15K -$93K -5,170 -86%
SFG
285
Sowa Financial Group
Rhode Island
$15K
HNB
286
Huntington National Bank
Ohio
$14K
PFS
287
Prospera Financial Services
Texas
$14K +$13.9K +770 New
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$13K
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K +$9K +500 +250%
CAAS
290
Capital Asset Advisory Services
Michigan
$12K
EDRH
291
Edmond de Rothschild Holding
Switzerland
$12K
JP Morgan Chase
292
JP Morgan Chase
New York
$11K -$35.8K -1,988 -76%
BC
293
Barnett & Company
Tennessee
$11K
HFA
294
Hoover Financial Advisors
Pennsylvania
$11K
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$10K -$16.4K -910 -60%
VNA
296
Valley National Advisers
Pennsylvania
$10K -$792 -44 -7%
OIA
297
Optimum Investment Advisors
Illinois
$9K -$1.4K -78 -13%
JHCP
298
Jackson Hole Capital Partners
Oklahoma
$9K
Simplex Trading
299
Simplex Trading
Illinois
$8K -$50.4K -2,800 -86%
IRC
300
Investors Research Corp
Georgia
$7K

SCHH Hedge Fund Activity: Q3 2020 in Review

354 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2020, worth a combined $2.94B — down 0.16% from $2.94B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of SCHH and 30 opened new positions — a net loss of 18 holders — while 140 trimmed existing stakes and 118 added.

The largest buyer was Financial Engines Advisors, adding an estimated $79.1M. The largest seller was PNC Financial Services Group, cutting an estimated $24.5M.

  • 354 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2020, down from 378 in Q2 2020.
  • Funds reported $2.94B of Schwab US REIT ETF stock for Q3 2020, down 0.16% quarter-over-quarter.
  • 30 funds opened new Schwab US REIT ETF positions in Q3 2020 and 48 closed out, a net change of -18 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $79.1M added.
  • The largest Schwab US REIT ETF seller in Q3 2020 was PNC Financial Services Group, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2020.