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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, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 (+$999M)

13% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 159

10% more funds holding

Funds holding: 460 → 507 (+47)

3.08% more ownership

Funds ownership: 76.16% → 79.24% (+3.1%)

8% less call options, than puts

Call options by funds: $431K | Put options by funds: $468K

Holders
507
Holders Change
+47
Holders Change %
+10.22%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
94
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$208M
2
Cerity Partners
Cerity Partners
New York
+$68.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$27M
4
Ameriprise
Ameriprise
Minnesota
+$25.8M
5
CSIA
Charles Schwab Investment Advisory
California
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$35.2M
2
Creative Planning
Creative Planning
Kansas
-$10.4M
3
Charles Schwab
Charles Schwab
California
-$9.56M
4
M&T Bank
M&T Bank
New York
-$8.99M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$8.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
76
Jackson Creek Investment Advisors
Colorado
$2.58M +$74.4K +4,003 +3%
SMC
77
Smith, Moore & Co
Missouri
$2.57M +$82.4K +4,433 +4%
SP
78
SWS Partners
Ohio
$2.56M -$83.1K -4,473 -3%
KBFS
79
Kohmann Bosshard Financial Services
Ohio
$2.54M +$529K +28,453 +30%
BF
80
Brooklyn FI
New York
$2.53M +$2.27M +122,016 New
GFS
81
GYL Financial Synergies
Connecticut
$2.5M +$296K +15,951 +15%
JFG
82
JMG Financial Group
Illinois
$2.47M -$319K -17,143 -13%
JFA
83
JNBA Financial Advisors
Minnesota
$2.41M -$117K -6,304 -5%
PWM
84
Perigon Wealth Management
California
$2.37M +$71K +3,822 +3%
Truist Financial
85
Truist Financial
North Carolina
$2.33M +$158K +8,481 +8%
FCIM
86
Fairview Capital Investment Management
California
$2.29M +$318K +17,105 +18%
PCWA
87
Pacific Capital Wealth Advisors
California
$2.25M +$68.4K +3,678 +4%
KOC
88
Koss-Olinger Consulting
Florida
$2.19M – – –
Empower Advisory Group
89
Empower Advisory Group
Colorado
$2.19M +$710K +38,195 +57%
GWM
90
Geneos Wealth Management
Colorado
$2.19M -$38.1K -2,052 -2%
BC
91
Brio Consultants
California
$2.18M +$1.21M +65,047 +162%
EWP
92
Elevation Wealth Partners
California
$2.16M +$2.26M +121,642 New
AC
93
AWM Capital
Arizona
$2.13M – – –
PIMG
94
Patriot Investment Management Group
Tennessee
$2.05M -$360K -19,397 -16%
TYCC
95
Texas Yale Capital Corp
Florida
$2.02M -$182K -9,770 -9%
JFGLC
96
Johnson Financial Group LLC (Colorado)
Colorado
$2.01M +$1.81M +97,261 New
PS
97
Principal Securities
Iowa
$1.98M +$1.78M +95,754 New
PWA
98
Peterson Wealth Advisors
Utah
$1.98M -$173K -9,292 -9%
GMA
99
Glassy Mountain Advisors
Maryland
$1.96M +$291K +15,682 +20%
VCM
100
Vivaldi Capital Management
Illinois
$1.96M +$725K +39,031 +63%
2 3
4
5 6

SCHH Hedge Fund Activity: Q4 2023 in Review

507 of the 6,859 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 179 added to existing stakes and 159 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.