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Schwab US REIT ETF
SCHH

475 hedge funds and large institutions have $5.27B invested in Schwab US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 156 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 22

22% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $1.38M

19% more capital invested

Capital invested by funds: $4.42B → $5.27B (+$852M)

19% more funds holding

Funds holding: 400 → 475 (+75)

12% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 139

2.41% more ownership

Funds ownership: 143.38% → 145.79% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

Holders
475
Holders Change
+75
Holders Change %
+18.75%
% of All Funds
7.31%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
102
Increased
156
Reduced
139
Closed
22
Calls
$1.68M
Puts
$1.38M
Net Calls
+$306K
Net Calls Change
+$53K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$45.1M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$24.6M
3
US Bancorp
US Bancorp
Minnesota
+$24.1M
4
CSIA
Charles Schwab Investment Advisory
California
+$20.1M
5
RA
Rational Advisors
New York
+$17.7M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$27.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$25.2M
3
Creative Planning
Creative Planning
Kansas
-$20.5M
4
M&T Bank
M&T Bank
New York
-$6.41M
5
CST
Charles Schwab Trust
Nevada
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.25B +$20.1M +815,976 +2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$917M +$45.1M +1,830,502 +6%
Creative Planning
3
Creative Planning
Kansas
$703M -$20.5M -833,282 -3%
US Bancorp
4
US Bancorp
Minnesota
$438M +$24.1M +979,754 +6%
Charles Schwab
5
Charles Schwab
California
$398M -$220K -8,924 -0.1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$247M -$734K -29,790 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$159M +$5.63M +228,522 +4%
RA
8
Rational Advisors
New York
$93.1M +$17.7M +716,248 +25%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$79.9M -$1.32M -53,640 -2%
MGIA
10
Moneta Group Investment Advisors
Missouri
$67.4M +$3.65M +148,072 +6%
MTC
11
Matrix Trust Company
Colorado
$58.3M -$884K -35,876 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$44.9M +$17.4M +705,920 +71%
PFG
13
Piershale Financial Group
Illinois
$29.1M +$9.53M +386,572 +54%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.3M +$24.6M +1,000,000 New
M&T Bank
15
M&T Bank
New York
$21.6M -$6.41M -260,000 -24%
FM
16
Foster & Motley
Ohio
$20.6M +$113K +4,574 +0.6%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$18.8M -$226K -9,172 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$18.7M +$9.42M +382,274 +117%
BWA
19
BlueSky Wealth Advisors
North Carolina
$17M -$437K -17,746 -3%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$15.3M +$785K +31,842 +6%
NQWM
21
Northwest Quadrant Wealth Management
Oregon
$14.6M +$1.23M +49,832 +10%
Wealthfront Advisers
22
Wealthfront Advisers
California
$14M +$575K +23,344 +5%
EPM
23
Elm Partners Management
Pennsylvania
$13.4M – – –
MRC
24
Millburn Ridgefield Corp
New York
$13.4M -$999K -40,548 -7%
CCA
25
Catalyst Capital Advisors
New York
$13.4M -$49.4K -2,004 -0.4%
1
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SCHH Hedge Fund Activity: Q4 2021 in Review

475 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2021, worth a combined $5.27B — up 19% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new SCHH positions and 22 closed out — a net gain of 80 holders — while 156 added to existing stakes and 139 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $45.1M. The largest seller was Tradewinds Capital Management, cutting an estimated $27.2M.

  • 475 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2021, up from 400 in Q3 2021.
  • Funds reported $5.27B of Schwab US REIT ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 102 funds opened new Schwab US REIT ETF positions in Q4 2021 and 22 closed out, a net change of +80 holders.
  • The largest Schwab US REIT ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $45.1M added.
  • The largest Schwab US REIT ETF seller in Q4 2021 was Tradewinds Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2021.