Schwab US REIT ETF
SCHH
477 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 164 increasing their positions, 171 reducing their positions, and 55 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1.31% more ownership
Funds ownership: 78.27% → 79.59% (+1.3%)
1% more capital invested
Capital invested by funds: $5.08B → $5.12B (+$31.5M)
4% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 171
4% less funds holding
Funds holding: 496 → 477 (-19)
24% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 55
66% less call options, than puts
Call options by funds: $567K | Put options by funds: $1.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$1.12B |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$40.6M |
| 3 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$33.7M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$23.4M |
| 5 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$23.8M |
| 2 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
-$19.6M |
| 3 |
BlackRock
New York
|
-$15.4M |
| 4 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$8.81M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$7.13M |
SCHH Hedge Fund Activity: Q2 2024 in Review
477 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2024, worth a combined $5.12B — up 0.62% from $5.08B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of SCHH and 42 opened new positions — a net loss of 13 holders — while 171 trimmed existing stakes and 164 added.
The largest buyer was Charles Schwab, adding an estimated $1.12B. The largest seller was Creative Planning, cutting an estimated $23.8M.
- 477 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2024, down from 496 in Q1 2024.
- Funds reported $5.12B of Schwab US REIT ETF stock for Q2 2024, up 0.62% quarter-over-quarter.
- 42 funds opened new Schwab US REIT ETF positions in Q2 2024 and 55 closed out, a net change of -13 holders.
- The largest Schwab US REIT ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.12B added.
- The largest Schwab US REIT ETF seller in Q2 2024 was Creative Planning, an estimated $23.8M sold.
Based on aggregated 13F filings for Q2 2024.