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Schwab US REIT ETF
SCHH

366 hedge funds and large institutions have $3.63B invested in Schwab US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+4)

17% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 116

2% more funds holding

Funds holding: 358 → 366 (+8)

2% more capital invested

Capital invested by funds: $3.57B → $3.63B (+$60.9M)

0.79% less ownership

Funds ownership: 134.03% → 133.23% (-0.79%)

18% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $1.83M

Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
7.95%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
41
Increased
136
Reduced
116
Closed
30
Calls
$1.49M
Puts
$1.83M
Net Calls
-$336K
Net Calls Change
-$771K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$96.2M
2
CSIA
Charles Schwab Investment Advisory
California
+$31.4M
3
US Bancorp
US Bancorp
Minnesota
+$24.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$16.6M
5
PFG
Piershale Financial Group
Illinois
+$9.37M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$109M
2
Creative Planning
Creative Planning
Kansas
-$32.7M
3
UBS AM
UBS AM
Illinois
-$6.85M
4
Ameriprise
Ameriprise
Minnesota
-$5.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.11B +$31.4M +1,405,696 +3%
Creative Planning
2
Creative Planning
Kansas
$651M -$32.7M -1,463,606 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$397M -$3.4M -152,244 -0.8%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$200M +$96.2M +4,310,670 +92%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$142M +$536K +24,024 +0.4%
US Bancorp
6
US Bancorp
Minnesota
$106M +$24.9M +1,115,472 +31%
Charles Schwab
7
Charles Schwab
California
$68.2M +$6.24M +279,800 +10%
FEG
8
Fund Evaluation Group
Ohio
$66.2M +$547K +24,524 +0.8%
Ameriprise
9
Ameriprise
Minnesota
$38.4M -$5.76M -257,994 -13%
JP Morgan Chase
10
JP Morgan Chase
New York
$36.8M -$109M -4,894,276 -75%
AA
11
Alesco Advisors
New York
$33.3M -$485K -21,734 -1%
M&T Bank
12
M&T Bank
New York
$26.4M -$1M -44,862 -4%
MGIA
13
Moneta Group Investment Advisors
Missouri
$22.9M +$4.8M +215,074 +26%
CCA
14
Catalyst Capital Advisors
New York
$20.6M +$1.01M +45,184 +5%
MRC
15
Millburn Ridgefield Corp
New York
$20.6M +$1.01M +45,184 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$20.5M -$4.43M -198,622 -18%
I
17
INVST
Indiana
$18.9M -$1.43M -63,998 -7%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$18M +$16.6M +744,886 +1,109%
PFG
19
Piershale Financial Group
Illinois
$16.4M +$9.37M +420,052 +132%
FM
20
Foster & Motley
Ohio
$16.1M +$802K +35,924 +5%
WC
21
Whitnell & Co
Illinois
$15M -$46.2K -2,070 -0.3%
Wells Fargo
22
Wells Fargo
California
$14.3M -$3.82M -171,034 -21%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$12.4M +$1.46M +65,462 +13%
CNC
24
Citizens & Northern Corp
Pennsylvania
$12.3M +$12.8K +572 +0.1%
UBS AM
25
UBS AM
Illinois
$10.9M -$6.85M -306,800 -39%
1
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SCHH Hedge Fund Activity: Q2 2019 in Review

366 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2019, worth a combined $3.63B — up 1.7% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCHH positions and 30 closed out — a net gain of 11 holders — while 136 added to existing stakes and 116 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $96.2M. The largest seller was JP Morgan Chase, cutting an estimated $109M.

  • 366 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2019, up from 358 in Q1 2019.
  • Funds reported $3.63B of Schwab US REIT ETF stock for Q2 2019, up 1.7% quarter-over-quarter.
  • 41 funds opened new Schwab US REIT ETF positions in Q2 2019 and 30 closed out, a net change of +11 holders.
  • The largest Schwab US REIT ETF buyer in Q2 2019 was PNC Financial Services Group, an estimated $96.2M added.
  • The largest Schwab US REIT ETF seller in Q2 2019 was JP Morgan Chase, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2019.