Schwab US REIT ETF
SCHH
365 hedge funds and large institutions have $3.31B invested in Schwab US REIT ETF in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 128 reducing their positions, and 38 closing their positions.
39% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 38
13% more capital invested
Capital invested by funds: $2.94B → $3.31B (+$371M)
3% more funds holding
Funds holding: 354 → 365 (+11)
2.58% more ownership
Funds ownership: 140.15% → 142.73% (+2.6%)
1% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 128
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$74.7M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$37.7M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$17.1M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$11.2M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$8.03M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.81M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.99M |
| 4 |
AIM
Aurora Investment Managers
Naples,
Florida
|
-$5.75M |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$5.18M |
SCHH Hedge Fund Activity: Q4 2020 in Review
365 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2020, worth a combined $3.31B — up 13% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SCHH positions and 38 closed out — a net gain of 15 holders — while 127 added to existing stakes and 128 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $74.7M. The largest seller was M&T Bank, cutting an estimated $8.03M.
- 365 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2020, up from 354 in Q3 2020.
- Funds reported $3.31B of Schwab US REIT ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 53 funds opened new Schwab US REIT ETF positions in Q4 2020 and 38 closed out, a net change of +15 holders.
- The largest Schwab US REIT ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $74.7M added.
- The largest Schwab US REIT ETF seller in Q4 2020 was M&T Bank, an estimated $8.03M sold.
Based on aggregated 13F filings for Q4 2020.