Schwab US REIT ETF
SCHH
50 hedge funds and large institutions have $117M invested in Schwab US REIT ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 10 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
0.81% more ownership
Funds ownership: 41.53% → 42.34% (+0.81%)
0% more capital invested
Capital invested by funds: $116M → $117M (+$295K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 53 → 50 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$3.46M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$3.3M |
| 3 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$2.74M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$2.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.81M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.58M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$2.33M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$1.73M |
SCHH Hedge Fund Activity: Q3 2013 in Review
50 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2013, worth a combined $117M — up 0.25% from $116M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SCHH and 7 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 23 added.
The largest buyer was Charles Schwab, adding an estimated $3.46M. The largest seller was Susquehanna International Group, cutting an estimated $5.3M.
- 50 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2013, down from 53 in Q2 2013.
- Funds reported $117M of Schwab US REIT ETF stock for Q3 2013, up 0.25% quarter-over-quarter.
- 7 funds opened new Schwab US REIT ETF positions in Q3 2013 and 10 closed out, a net change of -3 holders.
- The largest Schwab US REIT ETF buyer in Q3 2013 was Charles Schwab, an estimated $3.46M added.
- The largest Schwab US REIT ETF seller in Q3 2013 was Susquehanna International Group, an estimated $5.3M sold.
Based on aggregated 13F filings for Q3 2013.