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Schwab US REIT ETF
SCHH

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: 378 → 354 (-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: 19 → 13 (-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

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.1M
2
Charles Schwab
Charles Schwab
California
+$11.4M
3
US Bancorp
US Bancorp
Minnesota
+$6.65M
4
M&T Bank
M&T Bank
New York
+$4.91M
5
MTC
Matrix Trust Company
Colorado
+$4.18M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$24.5M
2
CSIA
Charles Schwab Investment Advisory
California
-$6.9M
3
Creative Planning
Creative Planning
Kansas
-$6.55M
4
MFS
Mirabella Financial Services
United Kingdom
-$6.38M
5
JIP
JBJ Investment Partners
South Carolina
-$6.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
326
C.M. Bidwell & Associates
Hawaii
$2K – – –
DAM
327
Delta Asset Management
Tennessee
$2K – – –
EWM
328
Elmwood Wealth Management
California
$2K – – –
HFS
329
Hantz Financial Services
Michigan
$2K – – –
SWM
330
Selective Wealth Management
Virginia
$2K – – –
SFSG
331
Stearns Financial Services Group
North Carolina
$2K – – –
FWM
332
Focused Wealth Management
New York
$2K +$468 +26 +24%
IA
333
Independence Advisors
Pennsylvania
$2K +$540 +30 +41%
FFA
334
Founders Financial Alliance
North Carolina
$2K +$2.27K +126 New
JWM
335
JFG Wealth Management
Colorado
$1.5K +$1.51K +84 New
TCM
336
Tradewinds Capital Management
Washington
$1K -$2.52K -140 -78%
AAP
337
Arax Advisory Partners
Colorado
$1K – – –
BWL
338
Bogart Wealth LLC
Virginia
$1K – – –
CA
339
Clearstead Advisors
Ohio
$1K – – –
GI
340
Gradient Investments
Minnesota
$1K – – –
MSFP
341
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TFGT
343
TS Financial Group (TSFG)
Illinois
$1K – – –
WCG
344
Weaver Consulting Group
California
$1K – – –
EK
345
Evensky & Katz
Florida
$1K +$36 +2 +7%
SL
346
Savior LLC
Massachusetts
$1K +$576 +32 New
BBL
347
Beck Bode LLC
Massachusetts
$1K +$756 +42 New
Koshinski Asset Management
348
Koshinski Asset Management
Illinois
$693 -$8.06K -448 -1%
KFS
349
Kelly Financial Services
Massachusetts
$220 – – –
MFS
350
Mirabella Financial Services
United Kingdom
– -$6.38M -362,400 Closed
12 13
14
15 16

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.