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Schwab US REIT ETF

486 hedge funds and large institutions have $4.11B invested in Schwab US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 195 increasing their positions, 131 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $463K

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

49% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 131

8% more capital invested

Capital invested by funds: $3.8B → $4.11B (+$307M)

7% more funds holding

Funds holding: 454486 (+32)

0.57% less ownership

Funds ownership: 73.33%72.75% (-0.57%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
486
Holders Change
+32
Holders Change %
+7.05%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
87
Increased
195
Reduced
131
Closed
51
Calls
$1.04M
Puts
$463K
Net Calls
+$579K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
N
226
Natixis
France
$437K +$436K +22,645 New
AFAS
227
Acorn Financial Advisory Services
Virginia
$433K +$1.21K +63 +0.3%
BRWA
228
B. Riley Wealth Advisors
Florida
$426K -$32K -1,662 -7%
JC
229
Jentner Corp
Ohio
$425K -$69.4K -3,608 -14%
LWAC
230
Laurel Wealth Advisors (California)
California
$425K +$712 +37 +0.2%
WAM
231
Wakefield Asset Management
Colorado
$421K +$5.2K +270 +1%
CWA
232
Consilium Wealth Advisory
Texas
$417K +$416K +21,615 New
AWG
233
Altus Wealth Group
Colorado
$414K +$413K +21,458 New
B
234
Bailard
California
$410K -$19.4K -1,006 -5%
RWA
235
Rooted Wealth Advisors
Illinois
$410K +$409K +21,256 New
LWM
236
Laidlaw Wealth Management
New York
$410K -$4.04K -210 -1%
LGG
237
Luts & Greenleigh Group
Maryland
$409K +$408K +21,200 New
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
$408K +$378K +19,631 New
BPA
239
Beacon Pointe Advisors
California
$404K +$153K +7,933 +61%
FNBT
240
FineMark National Bank & Trust
Florida
$400K +$5.77K +300 +1%
BAM
241
Baldrige Asset Management
Pennsylvania
$400K -$11.4K -592 -3%
TIM
242
Tevis Investment Management
Texas
$397K +$396K +20,560 New
JEST
243
JTC Employer Solutions Trustee
Jersey
$382K
SCI
244
Stableford Capital II
Arizona
$376K
AOWM
245
Alpha Omega Wealth Management
Virginia
$376K
FVWA
246
Foster Victor Wealth Advisors
South Carolina
$375K +$98.5K +5,118 +37%
LFA
247
Laraway Financial Advisors
Minnesota
$373K +$96 +5 +0%
Sumitomo Mitsui Trust Group
248
Sumitomo Mitsui Trust Group
Japan
$372K +$371K +19,289 New
CPW
249
Catalyst Private Wealth
California
$353K +$352K +18,286 New
CC
250
Callan Capital
California
$344K +$10.3K +536 +3%

SCHH Hedge Fund Activity: Q4 2022 in Review

486 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q4 2022, worth a combined $4.11B — up 8.1% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SCHH positions and 51 closed out — a net gain of 36 holders — while 195 added to existing stakes and 131 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $54.6M. The largest seller was Fidelity Investments, cutting an estimated $22M.

  • 486 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2022, up from 454 in Q3 2022.
  • Funds reported $4.11B of Schwab US REIT ETF stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 87 funds opened new Schwab US REIT ETF positions in Q4 2022 and 51 closed out, a net change of +36 holders.
  • The largest Schwab US REIT ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $54.6M added.
  • The largest Schwab US REIT ETF seller in Q4 2022 was Fidelity Investments, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2022.