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Schwab US REIT ETF
SCHH

63 hedge funds and large institutions have $124M invested in Schwab US REIT ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

26% more funds holding

Funds holding: 50 → 63 (+13)

6% more capital invested

Capital invested by funds: $117M → $124M (+$7.07M)

1.7% more ownership

Funds ownership: 42.34% → 44.04% (+1.7%)

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
23
Reduced
11
Closed
7
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
-$169K

Top Buyers

1
WC
Whitnell & Co
Illinois
+$7.81M
2
VCM
Vigilant Capital Management
Maine
+$3.96M
3
Charles Schwab
Charles Schwab
California
+$3.07M
4
Citigroup
Citigroup
New York
+$1.56M
5
MAM
Marquette Asset Management
Minnesota
+$978K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$5.85M
2
CA
Cumberland Advisors
Florida
-$2.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.48M
4
ACM
Avalon Capital Management
California
-$1.19M
5
SSWM
Sheets Smith Wealth Management
North Carolina
-$797K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$45.2M -$5.85M -375,210 -11%
3AM
2
3D Asset Management
Connecticut
$14.3M +$505K +32,386 +4%
Charles Schwab
3
Charles Schwab
California
$10.4M +$3.07M +196,896 +40%
VCM
4
Vigilant Capital Management
Maine
$9.2M +$3.96M +254,180 +72%
WC
5
Whitnell & Co
Illinois
$7.58M +$7.81M +501,422 New
AI
6
Atria Investments
North Carolina
$5.15M -$150K -9,608 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.4M -$55K -3,530 -2%
NSAM
8
North Star Asset Management
Wisconsin
$2.88M +$55.3K +3,550 +2%
CMP
9
Courage Miller Partners
Virginia
$2.21M +$460K +29,508 +25%
CS
10
Credit Suisse
Switzerland
$1.88M +$158K +10,148 +9%
FWCM
11
Ferguson Wellman Capital Management
Oregon
$1.68M +$558K +35,812 +48%
SG
12
Swarthmore Group
Pennsylvania
$1.63M – – –
IFA
13
Interactive Financial Advisors
Illinois
$1.6M -$156K -10,012 -9%
MAS
14
Madden Advisory Services
Florida
$1.56M +$37.1K +2,380 +2%
Citigroup
15
Citigroup
New York
$1.51M +$1.56M +100,000 New
BFG
16
Bouchey Financial Group
New York
$1.47M +$1.46M +93,406 New
RPGK
17
Retirement Planning Group (Kansas)
Kansas
$1.45M -$125K -8,036 -8%
BSB
18
Bangor Savings Bank
Maine
$1.1M +$124K +7,974 +12%
MAM
19
Marquette Asset Management
Minnesota
$949K +$978K +62,744 New
LYV
20
Live Your Vision
Pennsylvania
$806K -$251K -16,084 -23%
AWM
21
Avior Wealth Management
Nebraska
$794K +$818K +52,478 New
JFG
22
JMG Financial Group
Illinois
$663K +$683K +43,856 New
TH
23
Timber Hill
Connecticut
$634K -$85.8K -5,510 -12%
CPO
24
Cerity Partners OCIO
New York
$612K -$299K -19,160 -32%
AA
25
Alesco Advisors
New York
$612K +$146K +9,352 +30%
1
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SCHH Hedge Fund Activity: Q4 2013 in Review

63 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2013, worth a combined $124M — up 6.1% from $117M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SCHH positions and 7 closed out — a net gain of 13 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Whitnell & Co, opening a new position worth an estimated $7.81M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $5.85M.

  • 63 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2013, up from 50 in Q3 2013.
  • Funds reported $124M of Schwab US REIT ETF stock for Q4 2013, up 6.1% quarter-over-quarter.
  • 20 funds opened new Schwab US REIT ETF positions in Q4 2013 and 7 closed out, a net change of +13 holders.
  • The largest Schwab US REIT ETF buyer in Q4 2013 was Whitnell & Co, an estimated $7.81M added.
  • The largest Schwab US REIT ETF seller in Q4 2013 was Charles Schwab Investment Advisory, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2013.