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Schwab US REIT ETF
SCHH

400 hedge funds and large institutions have $4.42B invested in Schwab US REIT ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 125

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

4% more capital invested

Capital invested by funds: $4.25B → $4.42B (+$166M)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

0.45% less ownership

Funds ownership: 143.83% → 143.38% (-0.45%)

0% less funds holding

Funds holding: 402 → 400 (-2)

Holders
400
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
7%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
33
Increased
168
Reduced
125
Closed
33
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$1.14M

Top Buyers

1
RA
Rational Advisors
New York
+$57.1M
2
TCM
Tradewinds Capital Management
Washington
+$34.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$28.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$24.1M
5
US Bancorp
US Bancorp
Minnesota
+$19.2M

Top Sellers

1
FNC
First National Corp
Massachusetts
-$12.5M
2
GCA
Genesee Capital Advisors
New York
-$11.7M
3
IA
IAM Advisory
Pennsylvania
-$11.7M
4
TI
Truepoint Inc
Ohio
-$9.51M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$8.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.06B +$28.9M +1,212,488 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$754M -$8.01M -335,874 -1%
Creative Planning
3
Creative Planning
Kansas
$628M +$7.26M +304,348 +1%
US Bancorp
4
US Bancorp
Minnesota
$357M +$19.2M +806,958 +5%
Charles Schwab
5
Charles Schwab
California
$345M +$4.08M +170,924 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$221M +$1.56M +65,306 +0.7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$133M +$10.8M +451,612 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$70.5M +$2.21M +92,556 +3%
RA
9
Rational Advisors
New York
$64.3M +$57.1M +2,393,344 +566%
MGIA
10
Moneta Group Investment Advisors
Missouri
$55M +$5.17M +217,012 +10%
MTC
11
Matrix Trust Company
Colorado
$51.4M -$2.94M -123,470 -5%
TCM
12
Tradewinds Capital Management
Washington
$33M +$34.4M +1,442,980 +3,607,450%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$27.4M +$24.1M +1,010,120 +528%
M&T Bank
14
M&T Bank
New York
$24.6M – – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
$22.8M -$2.04M -85,454 -8%
FM
16
Foster & Motley
Ohio
$17.8M -$355K -14,876 -2%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$16.5M +$36.2K +1,520 +0.2%
PFG
18
Piershale Financial Group
Illinois
$16.4M +$17.1M +716,614 New
BWA
19
BlueSky Wealth Advisors
North Carolina
$15.1M +$164K +6,892 +1%
MRC
20
Millburn Ridgefield Corp
New York
$12.5M +$211K +8,838 +2%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$12.5M +$784K +32,884 +6%
NQWM
22
Northwest Quadrant Wealth Management
Oregon
$11.7M +$114K +4,794 +1%
EPM
23
Elm Partners Management
Pennsylvania
$11.6M – – –
CCA
24
Catalyst Capital Advisors
New York
$11.6M -$728K -30,546 -6%
Wealthfront Advisers
25
Wealthfront Advisers
California
$11.6M +$1.97M +82,430 +19%
1
2 3 4 5

SCHH Hedge Fund Activity: Q3 2021 in Review

400 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2021, worth a combined $4.42B — up 3.9% from $4.25B a quarter earlier.

Fund positioning in SCHH was balanced in Q3 2021: 33 funds opened new positions, 33 closed out, 168 added to existing stakes and 125 trimmed.

The largest buyer was Rational Advisors, adding an estimated $57.1M. The largest seller was First National Corp, cutting an estimated $12.5M.

  • 400 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2021, down from 402 in Q2 2021.
  • Funds reported $4.42B of Schwab US REIT ETF stock for Q3 2021, up 3.9% quarter-over-quarter.
  • 33 funds opened new Schwab US REIT ETF positions in Q3 2021 and 33 closed out, a net change of 0 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2021 was Rational Advisors, an estimated $57.1M added.
  • The largest Schwab US REIT ETF seller in Q3 2021 was First National Corp, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2021.