We are live on ! Find out more
SCHH icon

Schwab US REIT ETF
SCHH

230 hedge funds and large institutions have $1.9B invested in Schwab US REIT ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 49

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

83% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $1.58M

17% more capital invested

Capital invested by funds: $1.63B → $1.9B (+$269M)

6% more funds holding

Funds holding: 218 → 230 (+12)

1.43% more ownership

Funds ownership: 109.8% → 111.23% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
5.73%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
32
Increased
107
Reduced
49
Closed
17
Calls
$2.9M
Puts
$1.58M
Net Calls
+$1.32M
Net Calls Change
-$125K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$75M
2
FEG
Fund Evaluation Group
Ohio
+$68.1M
3
Creative Planning
Creative Planning
Kansas
+$67M
4
M&T Bank
M&T Bank
New York
+$34.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.5M

Top Sellers

1
GC
Gratus Capital
Georgia
-$8.43M
2
NPC
National Planning Corporation
California
-$7.82M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6.85M
4
SC
Stratford Consulting
Texas
-$3.36M
5
Jane Street
Jane Street
New York
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
76
WealthSource Partners
California
$1.35M -$44.8K -2,180 -3%
PFC
77
Phocas Financial Corp
California
$1.32M +$16.9K +820 +1%
IA
78
IFP Advisors
Florida
$1.31M +$251K +12,220 +24%
FC
79
Financial Consulate
Maryland
$1.31M +$41 +2 +0%
BFPW
80
BOK Financial Private Wealth
Colorado
$1.27M +$85.8K +4,176 +7%
EA
81
Efficient Advisors
Ohio
$1.25M -$109K -5,280 -8%
Allianz Asset Management
82
Allianz Asset Management
Germany
$1.24M +$1.23M +60,000 New
TAM
83
Trillium Asset Management
Massachusetts
$1.17M – – –
MAS
84
Managed Account Services
Florida
$1.16M +$10K +488 +0.9%
FF
85
Friedenthal Financial
New Jersey
$1.11M +$106K +5,146 +11%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$1.06M +$335K +16,292 +46%
Morgan Stanley
87
Morgan Stanley
New York
$1.04M +$244K +11,864 +31%
PAG
88
Pinnacle Advisory Group
Maryland
$985K +$45.6K +2,218 +5%
PFM
89
Peak Financial Management
Massachusetts
$948K +$1.56K +76 +0.2%
TYCC
90
Texas Yale Capital Corp
Florida
$938K +$1.85K +90 +0.2%
BFG
91
Bouchey Financial Group
New York
$868K -$10.1K -490 -1%
CPIG
92
Chicago Partners Investment Group
Illinois
$840K -$717K -34,870 -46%
CA
93
Cambridge Advisors
Nebraska
$838K -$14.9K -724 -2%
3AM
94
3D Asset Management
Connecticut
$834K -$9.91K -482 -1%
CCM
95
CWH Capital Management
Washington
$810K -$46.9K -2,280 -5%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$799K -$1.11K -54 -0.1%
LFA
97
Landmark Financial Advisors
Kentucky
$786K +$172K +8,386 +28%
FWCM
98
Ferguson Wellman Capital Management
Oregon
$778K -$33.4K -1,624 -4%
DIA
99
Denver Investment Advisors
Colorado
$765K – – –
OIA
100
OneDigital Investment Advisors
Kansas
$746K +$744K +36,204 New
2 3
4
5 6

SCHH Hedge Fund Activity: Q2 2017 in Review

230 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2017, worth a combined $1.9B — up 17% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHH positions and 17 closed out — a net gain of 15 holders — while 107 added to existing stakes and 49 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $75M. The largest seller was Gratus Capital, cutting an estimated $8.43M.

  • 230 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2017, up from 218 in Q1 2017.
  • Funds reported $1.9B of Schwab US REIT ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 32 funds opened new Schwab US REIT ETF positions in Q2 2017 and 17 closed out, a net change of +15 holders.
  • The largest Schwab US REIT ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $75M added.
  • The largest Schwab US REIT ETF seller in Q2 2017 was Gratus Capital, an estimated $8.43M sold.

Based on aggregated 13F filings for Q2 2017.