We are live on ! Find out more
SCHH icon

Schwab US REIT ETF
SCHH

53 hedge funds and large institutions have $116M invested in Schwab US REIT ETF in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

41.53% more ownership

Funds ownership: 0% → 41.53% (+42%)

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$351K +$368K +21,886 New
SC
27
Stratford Consulting
Texas
$292K +$307K +18,210 New
Bank of America
28
Bank of America
North Carolina
$281K +$295K +17,526 New
PFC
29
Phocas Financial Corp
California
$280K +$294K +17,450 New
ACM
30
Avalon Capital Management
California
$261K +$274K +16,300 New
CWM
31
Concert Wealth Management
California
$258K +$270K +16,038 New
APCM
32
Alaska Permanent Capital Management
Alaska
$233K +$244K +14,504 New
AAS
33
Annex Advisory Services
Wisconsin
$229K +$241K +14,294 New
ST
34
Spot Trading
Illinois
$215K +$226K +13,410 New
FNBT
35
FineMark National Bank & Trust
Florida
$166K +$175K +10,368 New
Ameriprise
36
Ameriprise
Minnesota
$128K +$135K +8,008 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$105K +$110K +6,556 New
CDIA
38
Capital Directions Investment Advisors
Georgia
$77K +$81.2K +4,826 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$66K +$69.6K +4,138 New
Wells Fargo
40
Wells Fargo
California
$60K +$63.1K +3,748 New
MCM
41
Manchester Capital Management
Vermont
$32K +$33.7K +2,000 New
RIA
42
Regal Investment Advisors
Michigan
$27K +$28.6K +1,700 New
BC
43
Bartlett & Co
Ohio
$19K +$20.2K +1,200 New
TIM
44
Tortoise Investment Management
New York
$16K +$17K +1,008 New
AIG
45
American International Group
New York
$10.6K +$11.1K +660 New
EWM
46
Edge Wealth Management
New York
$10K +$10.1K +600 New
OWP
47
Obermeyer Wealth Partners
Colorado
$10K +$10.6K +632 New
HR
48
Howe & Rusling
New York
$7K +$6.93K +412 New
U
49
UBS
Switzerland
$3K +$2.9K +172 New
Creative Planning
50
Creative Planning
Kansas
$3K +$3.43K +204 New
1
2
3

SCHH Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2013, worth a combined $116M.

Buyers outnumbered sellers: 53 funds opened new SCHH positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $116M of Schwab US REIT ETF stock for Q2 2013.
  • 53 funds opened new Schwab US REIT ETF positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.