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Schwab US REIT ETF
SCHH

231 hedge funds and large institutions have $2.27B invested in Schwab US REIT ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $1.9B → $2.27B (+$369M)

11.31% more ownership

Funds ownership: 111.23% → 122.54% (+11%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 230 → 231 (+1)

1% less call options, than puts

Call options by funds: $510K | Put options by funds: $514K

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.76%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
24
Increased
115
Reduced
54
Closed
23
Calls
$510K
Puts
$514K
Net Calls
-$4K
Net Calls Change
-$1.32M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$152M
2
CSIA
Charles Schwab Investment Advisory
California
+$78.6M
3
Creative Planning
Creative Planning
Kansas
+$62.8M
4
AA
Alesco Advisors
New York
+$25.5M
5
PFG
Piershale Financial Group
Illinois
+$24.6M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
-$6.22M
2
ACM
Avalon Capital Management
California
-$5.9M
3
M&T Bank
M&T Bank
New York
-$5.03M
4
FEG
Fund Evaluation Group
Ohio
-$4.07M
5
BC
Brinker Capital
Pennsylvania
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$693M +$62.8M +3,045,998 +10%
CSIA
2
Charles Schwab Investment Advisory
California
$634M +$78.6M +3,815,472 +14%
Financial Engines Advisors
3
Financial Engines Advisors
California
$188M +$152M +7,380,964 +418%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$100M +$7.08M +343,726 +8%
FEG
5
Fund Evaluation Group
Ohio
$64M -$4.07M -197,468 -6%
BlackRock
6
BlackRock
New York
$33.5M +$631K +30,636 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$31.4M -$51.1K -2,480 -0.2%
M&T Bank
8
M&T Bank
New York
$29.3M -$5.03M -244,200 -15%
QI
9
QS Investors
New York
$28.4M -$711K -34,486 -2%
AA
10
Alesco Advisors
New York
$27.7M +$25.5M +1,235,634 +1,104%
Charles Schwab
11
Charles Schwab
California
$26.5M +$2.15M +104,162 +9%
PFG
12
Piershale Financial Group
Illinois
$24.6M +$24.6M +1,195,498 New
CCA
13
Catalyst Capital Advisors
New York
$17.4M – – –
MRC
14
Millburn Ridgefield Corp
New York
$17.4M – – –
Ameriprise
15
Ameriprise
Minnesota
$15.2M +$840K +40,748 +6%
VCM
16
Vigilant Capital Management
Maine
$12.7M -$385K -18,670 -3%
MGIA
17
Moneta Group Investment Advisors
Missouri
$11.2M +$9.84M +477,464 +717%
US Bancorp
18
US Bancorp
Minnesota
$10.6M +$3.25M +157,624 +44%
FM
19
Foster & Motley
Ohio
$10M +$357K +17,320 +4%
WC
20
Whitnell & Co
Illinois
$9.9M -$26K -1,260 -0.3%
UBS AM
21
UBS AM
Illinois
$8.88M +$2.63M +127,430 +42%
MI
22
Moneywise Inc
Virginia
$7.87M +$392K +19,050 +5%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$7.8M +$188K +9,110 +2%
AG
24
Appleton Group
Wisconsin
$7.56M +$13.8K +670 +0.2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$6.85M -$91.3K -4,430 -1%
1
2 3 4 5

SCHH Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2017, worth a combined $2.27B — up 19% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCHH positions and 23 closed out — a net gain of 1 holder — while 115 added to existing stakes and 54 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $152M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $6.22M.

  • 231 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2017, up from 230 in Q2 2017.
  • Funds reported $2.27B of Schwab US REIT ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 24 funds opened new Schwab US REIT ETF positions in Q3 2017 and 23 closed out, a net change of +1 holder.
  • The largest Schwab US REIT ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $152M added.
  • The largest Schwab US REIT ETF seller in Q3 2017 was Sharkey, Howes & Javer, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2017.