We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

155 hedge funds and large institutions have $1.02B invested in Schwab US REIT ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

9% more capital invested

Capital invested by funds: $932M → $1.02B (+$83M)

1.69% more ownership

Funds ownership: 97.7%99.39% (+1.7%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

1% less funds holding

Funds holding: 156155 (-1)

13% less call options, than puts

Call options by funds: $2.13M | Put options by funds: $2.44M

Holders
155
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
23
Increased
58
Reduced
58
Closed
22
Calls
$2.13M
Puts
$2.44M
Net Calls
-$313K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$3.58M -$196K -10,166 -6%
LPL Financial
27
LPL Financial
California
$3.42M +$496K +25,812 +18%
MAS
28
Madden Advisory Services
Florida
$3.24M -$112K -5,812 -4%
IFA
29
Interactive Financial Advisors
Illinois
$2.92M -$44.7K -2,322 -2%
FI
30
FormulaFolio Investments
Michigan
$2.82M +$2.62M +136,094 New
UBS AM
31
UBS AM
Illinois
$2.62M -$308K -16,000 -11%
3AM
32
3D Asset Management
Connecticut
$2.6M -$10.4M -539,952 -81%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$2.54M +$56.1K +2,918 +2%
SC
34
Stratford Consulting
Texas
$2.26M +$165K +8,592 +9%
SG
35
Swarthmore Group
Pennsylvania
$2.23M
Jones Financial Companies
36
Jones Financial Companies
Missouri
$2.22M +$1.03M +53,346 +99%
PAG
37
Private Advisor Group
New Jersey
$2.13M +$304K +15,806 +18%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.06M -$54.3K -2,824 -3%
MAM
39
Marquette Asset Management
Minnesota
$2.01M -$96.4K -5,014 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.98M +$1.04M +54,086 +130%
TAT
41
TD Ameritrade Trust
Colorado
$1.86M -$325K -16,908 -16%
RMC
42
Regis Management Company
California
$1.86M +$1.2M +62,272 +226%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.8M -$4.48M -232,954 -73%
CFMC
44
Curbstone Financial Management Corp
New Hampshire
$1.65M +$15.4K +800 +1%
W
45
Wealthfront
California
$1.56M +$660K +34,304 +83%
VFS
46
VSR Financial Services
Kansas
$1.56M -$572K -29,748 -28%
BSB
47
Bangor Savings Bank
Maine
$1.52M -$142K -7,404 -9%
UCFA
48
United Capital Financial Advisors
Texas
$1.5M -$1.46M -76,018 -51%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.5M -$429K -22,288 -24%
EA
50
Efficient Advisors
Ohio
$1.46M -$41K -2,132 -3%

SCHH Hedge Fund Activity: Q1 2016 in Review

155 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2016, worth a combined $1.02B — up 8.9% from $932M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SCHH positions and 22 closed out — a net gain of 1 holder — while 58 added to existing stakes and 58 trimmed.

The largest buyer was Creative Planning, adding an estimated $30.1M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $12.6M sold.

  • 155 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2016, down from 156 in Q4 2015.
  • Funds reported $1.02B of Schwab US REIT ETF stock for Q1 2016, up 8.9% quarter-over-quarter.
  • 23 funds opened new Schwab US REIT ETF positions in Q1 2016 and 22 closed out, a net change of +1 holder.
  • The largest Schwab US REIT ETF buyer in Q1 2016 was Creative Planning, an estimated $30.1M added.
  • The largest Schwab US REIT ETF seller in Q1 2016 was Piershale Financial Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2016.