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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
ACA
376
Atlas Capital Advisors
Wyoming
– -$237K -13,476 Closed
AWA
377
Acorn Wealth Advisors
Michigan
– -$233K -13,204 Closed
CAN
378
Cetera Advisor Networks
California
– -$180K -10,226 Closed
GSWM
379
Golden State Wealth Management
California
– -$324K -6,840 Closed
PG
380
Proffitt & Goodson
Tennessee
– -$71K -4,016 Closed
OPS
381
Orion Portfolio Solutions
Nebraska
– -$62K -3,498 Closed
BBPWM
382
Blue Bell Private Wealth Management
Pennsylvania
– -$50K -2,748 Closed
PWP
383
Principle Wealth Partners
Connecticut
– -$48K -2,738 Closed
MWA
384
MFA Wealth Advisors
Pennsylvania
– -$29.7K -1,688 Closed
RDWM
385
Red Door Wealth Management
Tennessee
– -$26K -1,504 Closed
JPLA
386
Joseph P. Lucia & Associates
New York
– -$21K -1,170 Closed
VFA
387
Valeo Financial Advisors
Indiana
– -$19K -1,102 Closed
TC
388
Truvestments Capital
Florida
– -$13K -746 Closed
GWMIA
389
Global Wealth Management Investment Advisory
Florida
– -$9K -514 Closed
MCM
390
Manchester Capital Management
Vermont
– -$7K -370 Closed
LWM
391
Liberty Wealth Management
California
– -$6K -350 Closed
FA
392
Financial Advantage
Maryland
– -$2K -160 Closed
FANJ
393
Financial Architects (New Jersey)
New Jersey
– -$2K -118 Closed
BFIM
394
Beese Fulmer Investment Management
Ohio
– -$2K -94 Closed
EW
395
Element Wealth
Mississippi
– -$1K -82 Closed
TF
396
Tompkins Financial
New York
– -$1K -52 Closed
KCM
397
Kathmere Capital Management
Pennsylvania
– +$36 +2 New
FHA
398
First Horizon Advisors
Tennessee
– +$576 +32 New
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.