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Schwab US REIT ETF
SCHH

188 hedge funds and large institutions have $1.49B invested in Schwab US REIT ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 50

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $1.32B → $1.49B (+$164M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

6% more funds holding

Funds holding: 178 → 188 (+10)

0.15% more ownership

Funds ownership: 104.68% → 104.83% (+0.15%)

22% less call options, than puts

Call options by funds: $3.43M | Put options by funds: $4.42M

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
28
Increased
85
Reduced
50
Closed
17
Calls
$3.43M
Puts
$4.42M
Net Calls
-$991K
Net Calls Change
-$340K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$33.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$32.5M
3
AMI
Amica Mutual Insurance
Rhode Island
+$29.2M
4
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
+$21.4M
5
CCA
Catalyst Capital Advisors
New York
+$17.5M

Top Sellers

1
LYV
Live Your Vision
Pennsylvania
-$4.63M
2
ACM
Avalon Capital Management
California
-$2.57M
3
Goldman Sachs
Goldman Sachs
New York
-$2.46M
4
SG
Swarthmore Group
Pennsylvania
-$2.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
– -$47K -2,154 Closed
MA
202
MUFG Americas
New York
– -$28K -1,276 Closed
FMII
203
Farmers & Merchants Investments Inc
Nebraska
– -$18K -824 Closed
JP Morgan Chase
204
JP Morgan Chase
New York
– -$3K -156 Closed
5 6 7 8
9

SCHH Hedge Fund Activity: Q3 2016 in Review

188 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2016, worth a combined $1.49B — up 12% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SCHH positions and 17 closed out — a net gain of 11 holders — while 85 added to existing stakes and 50 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.5M. The largest seller was Live Your Vision, cutting an estimated $4.63M.

  • 188 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2016, up from 178 in Q2 2016.
  • Funds reported $1.49B of Schwab US REIT ETF stock for Q3 2016, up 12% quarter-over-quarter.
  • 28 funds opened new Schwab US REIT ETF positions in Q3 2016 and 17 closed out, a net change of +11 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2016 was Charles Schwab Investment Advisory, an estimated $33.5M added.
  • The largest Schwab US REIT ETF seller in Q3 2016 was Live Your Vision, an estimated $4.63M sold.

Based on aggregated 13F filings for Q3 2016.