Schwab US REIT ETF
SCHH
400 hedge funds and large institutions have $3.3B invested in Schwab US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 83 closing their positions.
586% more call options, than puts
Call options by funds: $954K | Put options by funds: $139K
9.36% more ownership
Funds ownership: 135.54% → 144.9% (+9.4%)
4% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 139
7% less funds holding
Funds holding: 428 → 400 (-28)
14% less funds holding in top 10
Funds holding in top 10: 28 → 24 (-4)
20% less capital invested
Capital invested by funds: $4.12B → $3.3B (-$818M)
25% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$178M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$82.3M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$66.7M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$62.3M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$54.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$50.1M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$16.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.9M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.57M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$7.32M |
SCHH Hedge Fund Activity: Q1 2020 in Review
400 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2020, worth a combined $3.3B — down 20% from $4.12B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of SCHH and 62 opened new positions — a net loss of 21 holders — while 139 trimmed existing stakes and 145 added.
The largest buyer was Charles Schwab, adding an estimated $178M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $50.1M.
- 400 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2020, down from 428 in Q4 2019.
- Funds reported $3.3B of Schwab US REIT ETF stock for Q1 2020, down 20% quarter-over-quarter.
- 62 funds opened new Schwab US REIT ETF positions in Q1 2020 and 83 closed out, a net change of -21 holders.
- The largest Schwab US REIT ETF buyer in Q1 2020 was Charles Schwab, an estimated $178M added.
- The largest Schwab US REIT ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $50.1M sold.
Based on aggregated 13F filings for Q1 2020.