Schwab US REIT ETF
SCHH
454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.
73% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $592K
3% more capital invested
Capital invested by funds: $4.29B → $4.43B (+$136M)
0.83% more ownership
Funds ownership: 75.49% → 76.32% (+0.83%)
4% less funds holding
Funds holding: 473 → 454 (-19)
13% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 179
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
28% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$76M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$38.4M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$32.4M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$31.2M |
| 5 |
BlackRock
New York
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$22.6M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$17.6M |
| 3 |
RA
Rational Advisors
Huntington,
New York
|
-$9.76M |
| 4 |
BSB
Bangor Savings Bank
Bangor,
Maine
|
-$7.11M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.93M |
SCHH Hedge Fund Activity: Q2 2023 in Review
454 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2023, worth a combined $4.43B — up 3.2% from $4.29B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of SCHH and 38 opened new positions — a net loss of 15 holders — while 179 trimmed existing stakes and 156 added.
The largest buyer was Financial Engines Advisors, adding an estimated $76M. The largest seller was PNC Financial Services Group, cutting an estimated $22.6M.
- 454 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2023, down from 473 in Q1 2023.
- Funds reported $4.43B of Schwab US REIT ETF stock for Q2 2023, up 3.2% quarter-over-quarter.
- 38 funds opened new Schwab US REIT ETF positions in Q2 2023 and 53 closed out, a net change of -15 holders.
- The largest Schwab US REIT ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $76M added.
- The largest Schwab US REIT ETF seller in Q2 2023 was PNC Financial Services Group, an estimated $22.6M sold.
Based on aggregated 13F filings for Q2 2023.