Schwab US REIT ETF
SCHH
297 hedge funds and large institutions have $3.17B invested in Schwab US REIT ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 108 reducing their positions, and 22 closing their positions.
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
12% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 108
6% more capital invested
Capital invested by funds: $2.98B → $3.17B (+$189M)
1.53% more ownership
Funds ownership: 132.8% → 134.33% (+1.5%)
1% more funds holding
Funds holding: 293 → 297 (+4)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
64% less call options, than puts
Call options by funds: $330K | Put options by funds: $926K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$110M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$50M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.2M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$11.2M |
| 5 |
I
INVST
Indianapolis,
Indiana
|
+$9.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$21.2M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$6.77M |
| 3 |
WIC
Whitegate Investment Counselors
Concord,
New Hampshire
|
-$6.38M |
| 4 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$6.01M |
| 5 |
Morgan Stanley
New York
|
-$4.25M |
SCHH Hedge Fund Activity: Q3 2018 in Review
297 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2018, worth a combined $3.17B — up 6.4% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SCHH positions and 22 closed out — a net gain of 7 holders — while 121 added to existing stakes and 108 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $110M. The largest seller was Creative Planning, cutting an estimated $21.2M.
- 297 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2018, up from 293 in Q2 2018.
- Funds reported $3.17B of Schwab US REIT ETF stock for Q3 2018, up 6.4% quarter-over-quarter.
- 29 funds opened new Schwab US REIT ETF positions in Q3 2018 and 22 closed out, a net change of +7 holders.
- The largest Schwab US REIT ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $110M added.
- The largest Schwab US REIT ETF seller in Q3 2018 was Creative Planning, an estimated $21.2M sold.
Based on aggregated 13F filings for Q3 2018.