We are live on ! Find out more
SCHH icon

Schwab US REIT ETF
SCHH

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $939K | Put options by funds: $541K

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

23% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 146

1% more funds holding

Funds holding: 454 → 460 (+6)

0.17% less ownership

Funds ownership: 76.32% → 76.16% (-0.17%)

7% less capital invested

Capital invested by funds: $4.43B → $4.12B (-$308M)

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.3%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$38.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$37M
3
BlackRock
BlackRock
New York
+$33.5M
4
Charles Schwab
Charles Schwab
California
+$31.4M
5
US Bancorp
US Bancorp
Minnesota
+$17M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$108M
2
MRC
Millburn Ridgefield Corp
New York
-$25M
3
CCA
Catalyst Capital Advisors
New York
-$24.4M
4
Creative Planning
Creative Planning
Kansas
-$22.1M
5
MGIA
Moneta Group Investment Advisors
Missouri
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
401
Cherry Tree Wealth Management
Minnesota
$4.83K -$924 -48 -15%
Bank of Montreal
402
Bank of Montreal
Ontario, Canada
$4.55K -$17.9K -932 -80%
AAP
403
Arax Advisory Partners
Colorado
$4.47K +$3.62K +188 +294%
WWM
404
Wolff Wiese Magana
California
$4.44K – – –
PWMG
405
Prestige Wealth Management Group
New Jersey
$4.21K +$38 +2 +0.9%
HCM
406
Horrell Capital Management
Arkansas
$4K – – –
BBPWM
407
Blue Bell Private Wealth Management
Pennsylvania
$3.62K – – –
ACA
408
Aptus Capital Advisors
Alabama
$3.55K – – –
BAM
409
Bellevue Asset Management
Washington
$3.55K – – –
GWANC
410
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.55K – – –
SPIA
411
Steward Partners Investment Advisory
New York
$3.44K – – –
BLC
412
Brown, Lisle/Cummings
Rhode Island
$3.28K – – –
CFGS
413
Concourse Financial Group Securities
Alabama
$3.19K – – –
SWA
414
SOA Wealth Advisors
New York
$3.12K – – –
SIS
415
Sound Income Strategies
Florida
$2.68K – – –
FFA
416
Farther Finance Advisors
California
$2.68K -$1.75K -91 -38%
AWM
417
Atticus Wealth Management
Florida
$2.58K +$38 +2 +1%
FWM
418
Focused Wealth Management
New York
$2.31K +$19 +1 +0.8%
LFA
419
Level Financial Advisors
New York
$2.13K -$1.54K -80 -40%
CSC
420
Caldwell Sutter Capital
California
$2.13K – – –
EWA
421
EverSource Wealth Advisors
Alabama
$2.11K +$366 +19 +19%
CSB
422
City State Bank
Iowa
$2K – – –
AIC
423
Archer Investment Corporation
Indiana
$1.92K – – –
WT
424
Washington Trust
Rhode Island
$1.92K – – –
YAL
425
Your Advocates Ltd
Texas
$1.77K +$1.92K +100 New
15 16
17
18 19

SCHH Hedge Fund Activity: Q3 2023 in Review

460 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2023, worth a combined $4.12B — down 7% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SCHH positions and 41 closed out — a net gain of 11 holders — while 180 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.7M. The largest seller was Envestnet Asset Management, cutting an estimated $108M.

  • 460 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2023, up from 454 in Q2 2023.
  • Funds reported $4.12B of Schwab US REIT ETF stock for Q3 2023, down 7% quarter-over-quarter.
  • 52 funds opened new Schwab US REIT ETF positions in Q3 2023 and 41 closed out, a net change of +11 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2023 was Charles Schwab Investment Advisory, an estimated $38.7M added.
  • The largest Schwab US REIT ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2023.