Schwab US REIT ETF
SCHH
516 hedge funds and large institutions have $4.53B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 205 increasing their positions, 160 reducing their positions, and 50 closing their positions.
40% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 50
28% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 160
2% more funds holding
Funds holding: 506 → 516 (+10)
0.81% less ownership
Funds ownership: 57.66% → 56.85% (-0.81%)
2% less capital invested
Capital invested by funds: $4.61B → $4.53B (-$82.5M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
75% less call options, than puts
Call options by funds: $423K | Put options by funds: $1.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QC
Quadrature Capital
London,
United Kingdom
|
+$22.5M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$20.3M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$19M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$18.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$51.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$31.4M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$15.3M |
| 4 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
-$10.7M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$9.07M |
SCHH Hedge Fund Activity: Q4 2024 in Review
516 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2024, worth a combined $4.53B — down 1.8% from $4.61B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SCHH positions and 50 closed out — a net gain of 20 holders — while 205 added to existing stakes and 160 trimmed.
The largest buyer was Quadrature Capital, opening a new position worth an estimated $22.5M. The largest seller was BlackRock, cutting an estimated $51.4M.
- 516 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2024, up from 506 in Q3 2024.
- Funds reported $4.53B of Schwab US REIT ETF stock for Q4 2024, down 1.8% quarter-over-quarter.
- 70 funds opened new Schwab US REIT ETF positions in Q4 2024 and 50 closed out, a net change of +20 holders.
- The largest Schwab US REIT ETF buyer in Q4 2024 was Quadrature Capital, an estimated $22.5M added.
- The largest Schwab US REIT ETF seller in Q4 2024 was BlackRock, an estimated $51.4M sold.
Based on aggregated 13F filings for Q4 2024.