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Schwab US REIT ETF
SCHH

84 hedge funds and large institutions have $363M invested in Schwab US REIT ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

193% more capital invested

Capital invested by funds: $124M → $363M (+$239M)

33% more funds holding

Funds holding: 63 → 84 (+21)

32.01% more ownership

Funds ownership: 44.04% → 76.05% (+32%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $341K

Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
29
Increased
36
Reduced
10
Closed
7
Calls
–
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$873K

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$125M
2
CSIA
Charles Schwab Investment Advisory
California
+$14.4M
3
RJA
Raymond James & Associates
Florida
+$5.9M
4
PFG
Piershale Financial Group
Illinois
+$5.17M
5
BTS
BB&T Securities
Virginia
+$4.01M

Top Sellers

Rank Fund Capital Flow
1
CCM
CWH Capital Management
Washington
-$334K
2
BCMO
Buckingham Capital Management (Ohio)
Ohio
-$313K
3
ACM
Avalon Capital Management
California
-$241K
4
Jane Street
Jane Street
New York
-$233K
5
AI
Atria Investments
North Carolina
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$1.61M +$24.7K +1,542 +2%
MAS
27
Madden Advisory Services
Florida
$1.58M -$130K -8,110 -8%
BFG
28
Bouchey Financial Group
New York
$1.56M +$12.8K +796 +0.9%
JFG
29
JMG Financial Group
Illinois
$1.42M +$667K +41,622 +95%
BSB
30
Bangor Savings Bank
Maine
$1.34M +$135K +8,436 +12%
AA
31
Apriem Advisors
California
$1.18M +$1.13M +70,224 +8,543%
MAM
32
Marquette Asset Management
Minnesota
$1.09M +$52.7K +3,286 +5%
LYV
33
Live Your Vision
Pennsylvania
$930K +$46.9K +2,928 +5%
AWM
34
Avior Wealth Management
Nebraska
$875K +$5.64K +352 +0.7%
PMG
35
ProVise Management Group
Florida
$850K +$823K +51,350 New
CA
36
Cetera Advisors
Colorado
$730K +$707K +44,130 New
SC
37
Stratford Consulting
Texas
$716K +$146K +9,108 +27%
AA
38
Alesco Advisors
New York
$714K +$42.9K +2,676 +7%
DS
39
DRW Securities
Illinois
$708K +$685K +42,758 New
CFMC
40
Curbstone Financial Management Corp
New Hampshire
$697K +$675K +42,100 New
FA
41
Fagan Associates
New York
$655K +$633K +39,508 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$561K +$438K +27,314 +417%
TH
43
Timber Hill
Connecticut
$502K -$185K -11,542 -28%
U
44
UBS
Switzerland
$478K +$334K +20,818 +258%
CPO
45
Cerity Partners OCIO
New York
$460K -$204K -12,718 -31%
BSW
46
Buckingham Strategic Wealth
Missouri
$443K +$429K +26,744 New
Wells Fargo
47
Wells Fargo
California
$408K +$86.8K +5,416 +28%
LPL Financial
48
LPL Financial
California
$408K +$395K +24,664 New
PFC
49
Phocas Financial Corp
California
$383K +$7.37K +460 +2%
MHS
50
M Holdings Securities
Oregon
$341K +$3.49K +218 +1%
1
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SCHH Hedge Fund Activity: Q1 2014 in Review

84 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2014, worth a combined $363M — up 193% from $124M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCHH positions and 7 closed out — a net gain of 22 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $125M. The largest seller was CWH Capital Management, exiting entirely with an estimated $334K sold.

  • 84 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2014, up from 63 in Q4 2013.
  • Funds reported $363M of Schwab US REIT ETF stock for Q1 2014, up 193% quarter-over-quarter.
  • 29 funds opened new Schwab US REIT ETF positions in Q1 2014 and 7 closed out, a net change of +22 holders.
  • The largest Schwab US REIT ETF buyer in Q1 2014 was RiverFront Investment Group, an estimated $125M added.
  • The largest Schwab US REIT ETF seller in Q1 2014 was CWH Capital Management, an estimated $334K sold.

Based on aggregated 13F filings for Q1 2014.