Schwab US REIT ETF
SCHH
386 hedge funds and large institutions have $3.79B invested in Schwab US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 154 increasing their positions, 106 reducing their positions, and 38 closing their positions.
63% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 38
45% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 106
15% more capital invested
Capital invested by funds: $3.31B → $3.79B (+$481M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
6% more funds holding
Funds holding: 365 → 386 (+21)
1.45% more ownership
Funds ownership: 142.73% → 144.18% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$107M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$40.1M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$40.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.1M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.1M |
| 2 |
ABC
Associated Banc-Corp
Green Bay,
Wisconsin
|
-$9.02M |
| 3 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$6.96M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$4.66M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$3.71M |
SCHH Hedge Fund Activity: Q1 2021 in Review
386 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2021, worth a combined $3.79B — up 15% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SCHH positions and 38 closed out — a net gain of 24 holders — while 154 added to existing stakes and 106 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $107M. The largest seller was AE Wealth Management, cutting an estimated $11.1M.
- 386 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2021, up from 365 in Q4 2020.
- Funds reported $3.79B of Schwab US REIT ETF stock for Q1 2021, up 15% quarter-over-quarter.
- 62 funds opened new Schwab US REIT ETF positions in Q1 2021 and 38 closed out, a net change of +24 holders.
- The largest Schwab US REIT ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $107M added.
- The largest Schwab US REIT ETF seller in Q1 2021 was AE Wealth Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2021.