Schwab US REIT ETF
SCHH
507 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 158 reducing their positions, and 42 closing their positions.
124% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 42
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
24% more capital invested
Capital invested by funds: $4.12B → $5.12B (+$995M)
14% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 158
10% more funds holding
Funds holding: 460 → 507 (+47)
3.01% more ownership
Funds ownership: 76.15% → 79.17% (+3%)
8% less call options, than puts
Call options by funds: $431K | Put options by funds: $468K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$208M |
| 2 |
Cerity Partners
New York
|
+$68.5M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$27M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.8M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$35.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$10.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$9.56M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$8.99M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$8.52M |
SCHH Hedge Fund Activity: Q4 2023 in Review
507 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2023, worth a combined $5.12B — up 24% from $4.12B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SCHH positions and 42 closed out — a net gain of 52 holders — while 180 added to existing stakes and 158 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $208M. The largest seller was BlackRock, cutting an estimated $35.2M.
- 507 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2023, up from 460 in Q3 2023.
- Funds reported $5.12B of Schwab US REIT ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 94 funds opened new Schwab US REIT ETF positions in Q4 2023 and 42 closed out, a net change of +52 holders.
- The largest Schwab US REIT ETF buyer in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $208M added.
- The largest Schwab US REIT ETF seller in Q4 2023 was BlackRock, an estimated $35.2M sold.
Based on aggregated 13F filings for Q4 2023.