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Schwab US REIT ETF
SCHH

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $1.9B → $2.27B (+$369M)

11.31% more ownership

Funds ownership: 111.23% → 122.54% (+11%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 230 → 231 (+1)

1% less call options, than puts

Call options by funds: $510K | Put options by funds: $514K

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.76%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$152M
2
CSIA
Charles Schwab Investment Advisory
California
+$78.6M
3
Creative Planning
Creative Planning
Kansas
+$62.8M
4
AA
Alesco Advisors
New York
+$25.5M
5
PFG
Piershale Financial Group
Illinois
+$24.6M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
-$6.22M
2
ACM
Avalon Capital Management
California
-$5.9M
3
M&T Bank
M&T Bank
New York
-$5.03M
4
FEG
Fund Evaluation Group
Ohio
-$4.07M
5
BC
Brinker Capital
Pennsylvania
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$6.71M +$356K +17,262 +6%
TPW
27
Tiller Private Wealth
Pennsylvania
$6.41M +$365K +17,722 +6%
BWA
28
BlueSky Wealth Advisors
North Carolina
$6.41M +$671K +32,566 +12%
FI
29
FormulaFolio Investments
Michigan
$6.36M +$5.95M +288,704 +1,421%
BWM
30
BerganKDV Wealth Management
Minnesota
$6.29M +$31.2K +1,512 +0.5%
MCIA
31
Mountain Capital Investment Advisors
Colorado
$6.26M -$786K -38,156 -11%
TCM
32
Tradewinds Capital Management
Washington
$5.51M -$189K -9,174 -3%
W
33
Wealthfront
California
$5.5M -$779K -37,824 -12%
KF
34
Krilogy Financial
Missouri
$5.34M -$27.1K -1,316 -0.5%
LYV
35
Live Your Vision
Pennsylvania
$5.1M +$94.7K +4,598 +2%
FWM
36
Frontier Wealth Management
Missouri
$4.96M -$1.66M -80,614 -25%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$4.89M +$4.9M +237,590 New
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$4.84M +$173K +8,394 +4%
RMC
39
Regis Management Company
California
$4.84M – – –
JFG
40
JMG Financial Group
Illinois
$4.8M +$466K +22,606 +11%
NQWM
41
Northwest Quadrant Wealth Management
Oregon
$4.8M +$572K +27,776 +14%
CMP
42
Courage Miller Partners
Virginia
$4.31M +$199K +9,640 +5%
UBS Group
43
UBS Group
Switzerland
$4.27M +$324K +15,710 +8%
AWMG
44
Alliance Wealth Management Group
New Jersey
$4.22M +$2.21M +107,096 +109%
SC
45
Stratford Consulting
Texas
$4.13M +$4.14M +200,954 New
Stifel Financial
46
Stifel Financial
Missouri
$4.09M -$43K -2,086 -1%
IFA
47
Interactive Financial Advisors
Illinois
$3.75M +$12.1K +588 +0.3%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$3.58M +$1.16M +56,126 +48%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$3.55M +$154K +7,470 +5%
FTS
50
Fifth Third Securities
Ohio
$3.46M +$1.56M +75,862 +82%
1
2
3 4 5

SCHH Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2017, worth a combined $2.27B — up 19% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCHH positions and 23 closed out — a net gain of 1 holder — while 115 added to existing stakes and 54 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $152M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $6.22M.

  • 231 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2017, up from 230 in Q2 2017.
  • Funds reported $2.27B of Schwab US REIT ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 24 funds opened new Schwab US REIT ETF positions in Q3 2017 and 23 closed out, a net change of +1 holder.
  • The largest Schwab US REIT ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $152M added.
  • The largest Schwab US REIT ETF seller in Q3 2017 was Sharkey, Howes & Javer, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2017.