Schwab US REIT ETF
SCHH
475 hedge funds and large institutions have $5.27B invested in Schwab US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.
364% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 22
22% more call options, than puts
Call options by funds: $1.68M | Put options by funds: $1.38M
19% more capital invested
Capital invested by funds: $4.42B → $5.27B (+$852M)
19% more funds holding
Funds holding: 400 → 475 (+75)
12% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 139
2.41% more ownership
Funds ownership: 143.38% → 145.79% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$45.1M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$24.6M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$24.1M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$20.1M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$27.2M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$25.2M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$20.5M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$6.41M |
| 5 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$5.33M |
SCHH Hedge Fund Activity: Q4 2021 in Review
475 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2021, worth a combined $5.27B — up 19% from $4.42B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SCHH positions and 22 closed out — a net gain of 80 holders — while 156 added to existing stakes and 139 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $45.1M. The largest seller was Tradewinds Capital Management, cutting an estimated $27.2M.
- 475 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2021, up from 400 in Q3 2021.
- Funds reported $5.27B of Schwab US REIT ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 102 funds opened new Schwab US REIT ETF positions in Q4 2021 and 22 closed out, a net change of +80 holders.
- The largest Schwab US REIT ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $45.1M added.
- The largest Schwab US REIT ETF seller in Q4 2021 was Tradewinds Capital Management, an estimated $27.2M sold.
Based on aggregated 13F filings for Q4 2021.