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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

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

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
CSIA
1
Charles Schwab Investment Advisory
California
$1.08B +$18.3M +985,714 +2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B +$27M +1,452,610 +3%
Creative Planning
3
Creative Planning
Kansas
$608M -$10.4M -558,689 -2%
US Bancorp
4
US Bancorp
Minnesota
$519M +$11.2M +603,688 +2%
Charles Schwab
5
Charles Schwab
California
$515M -$9.56M -514,297 -2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$274M +$208M +11,212,038 +556%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$125M +$1.7M +91,491 +2%
BlackRock
8
BlackRock
New York
$78.3M -$35.2M -1,893,043 -33%
Cerity Partners
9
Cerity Partners
New York
$57.1M +$68.5M +3,685,437 +166%
MGIA
10
Moneta Group Investment Advisors
Missouri
$32M +$320K +17,224 +1%
Ameriprise
11
Ameriprise
Minnesota
$30.4M +$25.8M +1,390,921 +1,755%
RA
12
Rational Advisors
New York
$28.9M -$7.6M -409,003 -23%
HFS
13
Hantz Financial Services
Michigan
$28.9M -$743K -39,967 -3%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$23.6M +$3.75M +201,549 +22%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$23M -$2.19M -117,617 -10%
M&T Bank
16
M&T Bank
New York
$19.5M -$8.99M -484,000 -34%
FM
17
Foster & Motley
Ohio
$18.5M -$615K -33,100 -4%
CST
18
Charles Schwab Trust
Nevada
$18.3M +$5.75M +309,435 +54%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$18.1M +$654K +35,168 +4%
AWM
20
Apollon Wealth Management
South Carolina
$16.1M +$4.5M +242,344 +45%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$15.9M +$8.92M +480,000 +167%
BWA
22
BlueSky Wealth Advisors
North Carolina
$15.4M -$521K -28,021 -4%
LSAG
23
Lake Street Advisors Group
New Hampshire
$14.8M -$6.69M -359,923 -33%
UBS Group
24
UBS Group
Switzerland
$14.7M +$2.89M +155,485 +28%
Wealthfront Advisers
25
Wealthfront Advisers
California
$12.2M -$3.85M -207,379 -26%
1
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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.