Schwab US REIT ETF
SCHH
460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.
74% more call options, than puts
Call options by funds: $939K | Put options by funds: $541K
27% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 41
23% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 146
1% more funds holding
Funds holding: 454 → 460 (+6)
0.17% less ownership
Funds ownership: 76.32% → 76.16% (-0.17%)
7% less capital invested
Capital invested by funds: $4.43B → $4.12B (-$308M)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$38.7M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$37M |
| 3 |
BlackRock
New York
|
+$33.5M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$31.4M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$108M |
| 2 |
MRC
Millburn Ridgefield Corp
New York
|
-$25M |
| 3 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$24.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$22.1M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$11.2M |
SCHH Hedge Fund Activity: Q3 2023 in Review
460 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2023, worth a combined $4.12B — down 7% from $4.43B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SCHH positions and 41 closed out — a net gain of 11 holders — while 180 added to existing stakes and 146 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.7M. The largest seller was Envestnet Asset Management, cutting an estimated $108M.
- 460 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2023, up from 454 in Q2 2023.
- Funds reported $4.12B of Schwab US REIT ETF stock for Q3 2023, down 7% quarter-over-quarter.
- 52 funds opened new Schwab US REIT ETF positions in Q3 2023 and 41 closed out, a net change of +11 holders.
- The largest Schwab US REIT ETF buyer in Q3 2023 was Charles Schwab Investment Advisory, an estimated $38.7M added.
- The largest Schwab US REIT ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $108M sold.
Based on aggregated 13F filings for Q3 2023.