Schwab US REIT ETF
SCHH
402 hedge funds and large institutions have $4.25B invested in Schwab US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 128 reducing their positions, and 28 closing their positions.
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
23% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 128
12% more capital invested
Capital invested by funds: $3.79B → $4.25B (+$461M)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
4% more funds holding
Funds holding: 386 → 402 (+16)
0.34% less ownership
Funds ownership: 144.18% → 143.83% (-0.34%)
99% less call options, than puts
Call options by funds: $7K | Put options by funds: $893K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$36M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$19M |
| 3 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$11.3M |
| 4 |
IA
IAM Advisory
Easton,
Pennsylvania
|
+$11.3M |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$41M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$21.7M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$9.72M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.97M |
| 5 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$8.2M |
SCHH Hedge Fund Activity: Q2 2021 in Review
402 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2021, worth a combined $4.25B — up 12% from $3.79B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SCHH positions and 28 closed out — a net gain of 20 holders — while 157 added to existing stakes and 128 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $36M. The largest seller was Creative Planning, cutting an estimated $41M.
- 402 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2021, up from 386 in Q1 2021.
- Funds reported $4.25B of Schwab US REIT ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 48 funds opened new Schwab US REIT ETF positions in Q2 2021 and 28 closed out, a net change of +20 holders.
- The largest Schwab US REIT ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $36M added.
- The largest Schwab US REIT ETF seller in Q2 2021 was Creative Planning, an estimated $41M sold.
Based on aggregated 13F filings for Q2 2021.