Schwab US REIT ETF
SCHH
358 hedge funds and large institutions have $3.57B invested in Schwab US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 138 increasing their positions, 110 reducing their positions, and 34 closing their positions.
109% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 34
25% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 110
23% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $1.88M
19% more capital invested
Capital invested by funds: $2.99B → $3.57B (+$579M)
15.48% more ownership
Funds ownership: 118.55% → 134.03% (+15%)
9% more funds holding
Funds holding: 327 → 358 (+31)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$326M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$36.1M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$34.7M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$15.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$33.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$21.3M |
| 3 |
QI
QS Investors
New York
|
-$6.74M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.09M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$3.81M |
SCHH Hedge Fund Activity: Q1 2019 in Review
358 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2019, worth a combined $3.57B — up 19% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SCHH positions and 34 closed out — a net gain of 37 holders — while 138 added to existing stakes and 110 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $326M. The largest seller was BlackRock, cutting an estimated $33.4M.
- 358 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2019, up from 327 in Q4 2018.
- Funds reported $3.57B of Schwab US REIT ETF stock for Q1 2019, up 19% quarter-over-quarter.
- 71 funds opened new Schwab US REIT ETF positions in Q1 2019 and 34 closed out, a net change of +37 holders.
- The largest Schwab US REIT ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $326M added.
- The largest Schwab US REIT ETF seller in Q1 2019 was BlackRock, an estimated $33.4M sold.
Based on aggregated 13F filings for Q1 2019.