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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
PK
326
Pflug Koory
Nebraska
$5K – – –
TCOV
327
Trust Company of Vermont
Vermont
$5K – – –
WCM
328
Whitener Capital Management
North Carolina
$5K +$382 +18 +8%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$4.44K – – –
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44K – – –
BC
331
Bartlett & Co
Ohio
$4K – – –
SF
332
Synovus Financial
Georgia
$4K – – –
RFM
333
Royal Fund Management
Florida
$4K +$85 +4 +2%
KC
334
Knuff & Co
California
$3K – – –
OAM
335
Oppenheimer Asset Management
New York
$3K – – –
FANJ
336
Financial Architects (New Jersey)
New Jersey
$3K +$2.42K +114 New
CIM
337
Contravisory Investment Management
Massachusetts
$2K – – –
RFA
338
Reilly Financial Advisors
California
$2K – – –
SFSG
339
Stearns Financial Services Group
North Carolina
$2K – – –
JPLA
340
Joseph P. Lucia & Associates
New York
$1.13K +$2.14M +100,858 New
FMP
341
Financial Management Professionals
Texas
$1K -$3.65M -171,864 -100%
FHA
342
Flagship Harbor Advisors
Massachusetts
$1K – – –
IBOK
343
Independence Bank of Kentucky
Kentucky
$1K +$594 +28 New
TFGT
344
TS Financial Group (TSFG)
Illinois
$1K +$679 +32 New
TA
345
TCG Advisors
Texas
$1K +$934 +44 New
WT
346
Whittier Trust
California
$1K +$1.06K +50 New
FGAM
347
Financial Gravity Asset Management
Texas
$1K +$1.27K +60 New
MAU
348
MRA Associates USA
Arizona
$933 – – –
GEA
349
Glen Eagle Advisors
New Jersey
$666 – – –
Koshinski Asset Management
350
Koshinski Asset Management
Illinois
$664 +$11.5K +542 +2%
12 13
14
15 16

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.