Schwab US REIT ETF
SCHH
506 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 35 closing their positions.
97% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 35
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
6% more funds holding
Funds holding: 478 → 506 (+28)
1% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 176
10% less capital invested
Capital invested by funds: $5.12B → $4.61B (-$504M)
21.93% less ownership
Funds ownership: 79.59% → 57.66% (-22%)
74% less call options, than puts
Call options by funds: $514K | Put options by funds: $1.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$538M |
| 2 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$25.4M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$18.5M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$11.8M |
| 5 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.69B |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$34M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$8.98M |
| 4 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$4.59M |
| 5 |
BlackRock
New York
|
-$4.37M |
SCHH Hedge Fund Activity: Q3 2024 in Review
506 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2024, worth a combined $4.61B — down 9.8% from $5.12B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SCHH positions and 35 closed out — a net gain of 34 holders — while 177 added to existing stakes and 176 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $538M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.69B sold.
- 506 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2024, up from 478 in Q2 2024.
- Funds reported $4.61B of Schwab US REIT ETF stock for Q3 2024, down 9.8% quarter-over-quarter.
- 69 funds opened new Schwab US REIT ETF positions in Q3 2024 and 35 closed out, a net change of +34 holders.
- The largest Schwab US REIT ETF buyer in Q3 2024 was Fidelity Investments, an estimated $538M added.
- The largest Schwab US REIT ETF seller in Q3 2024 was Charles Schwab, an estimated $1.69B sold.
Based on aggregated 13F filings for Q3 2024.