Schwab US REIT ETF
SCHH
156 hedge funds and large institutions have $932M invested in Schwab US REIT ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 17 closing their positions.
153% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 17
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
116% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 31
26% more capital invested
Capital invested by funds: $737M → $932M (+$195M)
18% more funds holding
Funds holding: 132 → 156 (+24)
2.64% more ownership
Funds ownership: 95.06% → 97.7% (+2.6%)
0% more call options, than puts
Call options by funds: $3.03M | Put options by funds: $3.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$32M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$31M |
| 3 |
BlackRock
New York
|
+$19.5M |
| 4 |
TH
TMFS Holdings
Overland Park,
Kansas
|
+$12.8M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$14.9M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$4.79M |
| 3 |
PTCG
Pring Turner Capital Group
Alamo,
California
|
-$2.43M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.19M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$897K |
SCHH Hedge Fund Activity: Q4 2015 in Review
156 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2015, worth a combined $932M — up 26% from $737M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SCHH positions and 17 closed out — a net gain of 26 holders — while 67 added to existing stakes and 31 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $32M. The largest seller was Goldman Sachs, cutting an estimated $14.9M.
- 156 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2015, up from 132 in Q3 2015.
- Funds reported $932M of Schwab US REIT ETF stock for Q4 2015, up 26% quarter-over-quarter.
- 43 funds opened new Schwab US REIT ETF positions in Q4 2015 and 17 closed out, a net change of +26 holders.
- The largest Schwab US REIT ETF buyer in Q4 2015 was Charles Schwab Investment Advisory, an estimated $32M added.
- The largest Schwab US REIT ETF seller in Q4 2015 was Goldman Sachs, an estimated $14.9M sold.
Based on aggregated 13F filings for Q4 2015.