Schwab US REIT ETF
SCHH
400 hedge funds and large institutions have $4.42B invested in Schwab US REIT ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 33 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 125
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
4% more capital invested
Capital invested by funds: $4.25B → $4.42B (+$166M)
0% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 33
0.45% less ownership
Funds ownership: 143.83% → 143.38% (-0.45%)
0% less funds holding
Funds holding: 402 → 400 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$57.1M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$34.4M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$28.9M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$24.1M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$12.5M |
| 2 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$11.7M |
| 3 |
IA
IAM Advisory
Easton,
Pennsylvania
|
-$11.7M |
| 4 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$9.51M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$8.01M |
SCHH Hedge Fund Activity: Q3 2021 in Review
400 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2021, worth a combined $4.42B — up 3.9% from $4.25B a quarter earlier.
Fund positioning in SCHH was balanced in Q3 2021: 33 funds opened new positions, 33 closed out, 168 added to existing stakes and 125 trimmed.
The largest buyer was Rational Advisors, adding an estimated $57.1M. The largest seller was First National Corp, cutting an estimated $12.5M.
- 400 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2021, down from 402 in Q2 2021.
- Funds reported $4.42B of Schwab US REIT ETF stock for Q3 2021, up 3.9% quarter-over-quarter.
- 33 funds opened new Schwab US REIT ETF positions in Q3 2021 and 33 closed out, a net change of 0 holders.
- The largest Schwab US REIT ETF buyer in Q3 2021 was Rational Advisors, an estimated $57.1M added.
- The largest Schwab US REIT ETF seller in Q3 2021 was First National Corp, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2021.