Schwab US REIT ETF
SCHH
275 hedge funds and large institutions have $2.53B invested in Schwab US REIT ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 21 closing their positions.
210% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 21
79% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 63
19% more funds holding
Funds holding: 231 → 275 (+44)
12% more capital invested
Capital invested by funds: $2.27B → $2.53B (+$263M)
4.25% more ownership
Funds ownership: 122.54% → 126.79% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
16% less call options, than puts
Call options by funds: $675K | Put options by funds: $799K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$108M |
| 2 |
JP Morgan Chase
New York
|
+$79M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$25.7M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$15M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$24.6M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$12.8M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$4.37M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$4.21M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$3.15M |
SCHH Hedge Fund Activity: Q4 2017 in Review
275 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2017, worth a combined $2.53B — up 12% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SCHH positions and 21 closed out — a net gain of 44 holders — while 113 added to existing stakes and 63 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $108M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $24.6M sold.
- 275 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2017, up from 231 in Q3 2017.
- Funds reported $2.53B of Schwab US REIT ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 65 funds opened new Schwab US REIT ETF positions in Q4 2017 and 21 closed out, a net change of +44 holders.
- The largest Schwab US REIT ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $108M added.
- The largest Schwab US REIT ETF seller in Q4 2017 was Piershale Financial Group, an estimated $24.6M sold.
Based on aggregated 13F filings for Q4 2017.