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Schwab US REIT ETF

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: 218230 (+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: 1616 (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
Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bridgeworth
Alabama
$243K +$246K +11,960 New
MHS
152
M Holdings Securities
Oregon
$241K +$29.6K +1,442 +14%
DI
153
Diligent Investors
California
$234K +$7.07K +344 +3%
CA
154
Cetera Advisors
Colorado
$230K +$228K +11,102 New
EHPM
155
Emery Howard Portfolio Management
California
$227K +$1.31K +64 +0.6%
Brown Advisory
156
Brown Advisory
Maryland
$221K
CPO
157
Cerity Partners OCIO
New York
$219K
Mariner
158
Mariner
Kansas
$216K
TSWM
159
Triangle Securities Wealth Management
North Carolina
$209K
EK
160
Evensky & Katz
Florida
$205K +$193K +9,388 +1,641%
PIM
161
Penobscot Investment Management
Massachusetts
$204K
TCM
162
Twele Capital Management
Minnesota
$203K +$202K +9,840 New
NFG
163
Next Financial Group
Texas
$196K +$168K +8,156 +611%
RCA
164
Rowland Carmichael Advisors
Arizona
$190K
WOC
165
West Oak Capital
California
$177K +$14K +682 +9%
WCM
166
Wealthcare Capital Management
Virginia
$175K +$82 +4 +0%
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$141K +$5.1K +248 +4%
SWA
168
Sutton Wealth Advisors
Florida
$134K +$1.48K +72 +1%
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$122K
CIR
170
Clear Investment Research
Georgia
$120K +$120K +5,842 New
LCM
171
Liberty Capital Management
Michigan
$118K +$37.1K +1,804 +44%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$106K -$2.92K -142 -3%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$90K +$82 +4 +0.1%
CG
174
Cutler Group
California
$87K +$87.5K +4,256 New
MSFP
175
Mark Sheptoff Financial Planning
Connecticut
$79K -$41 -2 -0.1%

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.