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Schwab US REIT ETF
SCHH

382 hedge funds and large institutions have $4.4B invested in Schwab US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $2.91M | Put options by funds: $1.63M

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

23% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 121

21% more capital invested

Capital invested by funds: $3.63B → $4.4B (+$773M)

21% more funds holding in top 10

Funds holding in top 10: 24 → 29 (+5)

12.87% more ownership

Funds ownership: 133.23% → 146.1% (+13%)

4% more funds holding

Funds holding: 366 → 382 (+16)

Holders
382
Holders Change
+16
Holders Change %
+4.37%
% of All Funds
8.38%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.64%
New
49
Increased
149
Reduced
121
Closed
32
Calls
$2.91M
Puts
$1.63M
Net Calls
+$1.29M
Net Calls Change
+$1.62M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$379M
2
CSIA
Charles Schwab Investment Advisory
California
+$56.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$51.5M
4
MTC
Matrix Trust Company
Colorado
+$41.5M
5
US Bancorp
US Bancorp
Minnesota
+$31.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$36.8M
2
FEG
Fund Evaluation Group
Ohio
-$27.1M
3
Creative Planning
Creative Planning
Kansas
-$23.4M
4
ACM
Alpha Capital Management
Texas
-$5.81M
5
Jane Street
Jane Street
New York
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$4.72K – – –
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72K – – –
CG
353
Cutler Group
California
$4K -$87.1K -3,800 -95%
RFM
354
Royal Fund Management
Florida
$4K -$37.8K -1,650 -89%
EWM
355
Elmwood Wealth Management
California
$4K -$9.17K -400 -72%
KC
356
Knuff & Co
California
$4K – – –
TCOV
357
Trust Company of Vermont
Vermont
$4K – – –
MAM
358
Meeder Asset Management
Ohio
$4K +$3.58K +156 New
VCM
359
Versant Capital Management
Arizona
$4K +$3.94K +172 +662%
FWM
360
Focused Wealth Management
New York
$3K – – –
FANJ
361
Financial Architects (New Jersey)
New Jersey
$3K +$46 +2 +2%
CIM
362
Contravisory Investment Management
Massachusetts
$2K – – –
SCA
363
Strategic Capital Advisers
Colorado
$2K +$1.79K +78 New
WT
364
Whittier Trust
California
$2K +$2.16K +94 New
SWM
365
Selective Wealth Management
Virginia
$2K +$2.38K +104 New
SPIA
366
Steward Partners Investment Advisory
New York
$1K -$31K -1,352 -97%
AF
367
Allworth Financial
California
$1K – – –
FMP
368
Financial Management Professionals
Texas
$1K – – –
FHA
369
Flagship Harbor Advisors
Massachusetts
$1K – – –
IBOK
370
Independence Bank of Kentucky
Kentucky
$1K – – –
LB
371
Legacy Bridge
Iowa
$1K – – –
TFO
372
Tarbox Family Office
California
$1K – – –
TFGT
373
TS Financial Group (TSFG)
Illinois
$1K – – –
JFA
374
JNBA Financial Advisors
Minnesota
$1K +$826 +36 New
HDIM
375
Hanson & Doremus Investment Management
Vermont
$1K +$917 +40 New
13 14
15
16 17

SCHH Hedge Fund Activity: Q3 2019 in Review

382 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2019, worth a combined $4.4B — up 21% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SCHH positions and 32 closed out — a net gain of 17 holders — while 149 added to existing stakes and 121 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $379M. The largest seller was JP Morgan Chase, cutting an estimated $36.8M.

  • 382 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2019, up from 366 in Q2 2019.
  • Funds reported $4.4B of Schwab US REIT ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 49 funds opened new Schwab US REIT ETF positions in Q3 2019 and 32 closed out, a net change of +17 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $379M added.
  • The largest Schwab US REIT ETF seller in Q3 2019 was JP Morgan Chase, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2019.