Schwab US REIT ETF
SCHH
269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 73
65% more call options, than puts
Call options by funds: $643K | Put options by funds: $390K
1.73% more ownership
Funds ownership: 126.79% → 128.52% (+1.7%)
1% more capital invested
Capital invested by funds: $2.53B → $2.55B (+$15.4M)
2% less funds holding
Funds holding: 275 → 269 (-6)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
16% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$142M |
| 2 |
JP Morgan Chase
New York
|
+$28.6M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$14.6M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$12.3M |
| 5 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$30.2M |
| 2 |
QI
QS Investors
New York
|
-$14.4M |
| 3 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
-$5.05M |
| 4 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$5.01M |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$4.87M |
SCHH Hedge Fund Activity: Q1 2018 in Review
269 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2018, worth a combined $2.55B — up 0.61% from $2.53B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of SCHH and 32 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 127 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $142M. The largest seller was Creative Planning, cutting an estimated $30.2M.
- 269 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2018, down from 275 in Q4 2017.
- Funds reported $2.55B of Schwab US REIT ETF stock for Q1 2018, up 0.61% quarter-over-quarter.
- 32 funds opened new Schwab US REIT ETF positions in Q1 2018 and 38 closed out, a net change of -6 holders.
- The largest Schwab US REIT ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $142M added.
- The largest Schwab US REIT ETF seller in Q1 2018 was Creative Planning, an estimated $30.2M sold.
Based on aggregated 13F filings for Q1 2018.