Schwab US REIT ETF
SCHH
472 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 156
2.73% more ownership
Funds ownership: 72.77% → 75.49% (+2.7%)
4% more capital invested
Capital invested by funds: $4.11B → $4.29B (+$185M)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
3% less funds holding
Funds holding: 487 → 472 (-15)
11% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 57
40% less call options, than puts
Call options by funds: $1.05M | Put options by funds: $1.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$98.3M |
| 2 |
BlackRock
New York
|
+$66.6M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$32.5M |
| 4 |
Cerity Partners
New York
|
+$27.8M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$47M |
| 2 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$40.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$37.7M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$23.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.49M |
SCHH Hedge Fund Activity: Q1 2023 in Review
472 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2023, worth a combined $4.29B — up 4.5% from $4.11B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of SCHH and 51 opened new positions — a net loss of 6 holders — while 156 trimmed existing stakes and 179 added.
The largest buyer was Financial Engines Advisors, adding an estimated $98.3M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $47M.
- 472 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2023, down from 487 in Q4 2022.
- Funds reported $4.29B of Schwab US REIT ETF stock for Q1 2023, up 4.5% quarter-over-quarter.
- 51 funds opened new Schwab US REIT ETF positions in Q1 2023 and 57 closed out, a net change of -6 holders.
- The largest Schwab US REIT ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $98.3M added.
- The largest Schwab US REIT ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $47M sold.
Based on aggregated 13F filings for Q1 2023.