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Schwab US REIT ETF

454 hedge funds and large institutions have $3.8B invested in Schwab US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 186 increasing their positions, 140 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 140

8% more call options, than puts

Call options by funds: $559K | Put options by funds: $518K

0.82% more ownership

Funds ownership: 72.51%73.33% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2% less funds holding

Funds holding: 464454 (-10)

11% less capital invested

Capital invested by funds: $4.28B → $3.8B (-$483M)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
186
Reduced
140
Closed
56
Calls
$559K
Puts
$518K
Net Calls
+$41K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
251
Callan Capital
California
$323K
PA
252
PFG Advisors
Arizona
$323K +$373K +17,256 New
BA
253
Bridgewater Advisors
New York
$319K -$11.7K -540 -3%
CAMG
254
CWA Asset Management Group
Florida
$310K +$2.55K +118 +0.7%
VWA
255
Visionary Wealth Advisors
Illinois
$306K -$4.28K -198 -1%
MA
256
Mangham Associates
Virginia
$293K +$2.1K +97 +0.6%
BBW
257
Blue Barn Wealth
Utah
$291K +$1.51K +70 +0.5%
PGA
258
Portland Global Advisors
Maine
$282K
AWS
259
Atria Wealth Solutions
New York
$281K +$498 +23 +0.2%
NWA
260
Navis Wealth Advisors
New York
$278K +$2.49K +115 +0.8%
WP
261
WMS Partners
Maryland
$278K +$322K +14,890 New
REMPR
262
Roof Eidam Maycock Peralta (REMP)
California
$278K +$322K +14,892 New
PB
263
Pinnacle Bancorp
Nebraska
$264K +$151K +6,970 +98%
HFA
264
Highland Financial Advisors
New Jersey
$262K +$35.8K +1,654 +13%
SAM
265
SignalPoint Asset Management
Missouri
$260K -$2.1K -97 -0.7%
CW
266
CreativeOne Wealth
Kansas
$258K -$692 -32 -0.2%
TCM
267
Tradewinds Capital Management
Washington
$257K -$9.24M -426,989 -97%
FVWA
268
Foster Victor Wealth Advisors
South Carolina
$256K +$12.7K +585 +4%
KAS
269
Kestra Advisory Services
Texas
$255K +$296K +13,662 New
RBC
270
Roble Belko & Company
Pennsylvania
$253K -$757 -35 -0.3%
AIA
271
Armor Investment Advisors
North Carolina
$251K -$3.18K -147 -1%
BFG
272
Barber Financial Group
Kansas
$249K -$51.6K -2,387 -15%
FTUS
273
Flow Traders U.S.
New York
$249K +$288K +13,310 New
BPA
274
Beacon Pointe Advisors
California
$244K -$20.9K -968 -7%
EE
275
EWG Elevate
California
$244K

SCHH Hedge Fund Activity: Q3 2022 in Review

454 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2022, worth a combined $3.8B — down 11% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of SCHH and 47 opened new positions — a net loss of 9 holders — while 140 trimmed existing stakes and 186 added.

The largest buyer was Creative Planning, adding an estimated $40M. The largest seller was Fidelity Investments, cutting an estimated $129M.

  • 454 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2022, down from 464 in Q2 2022.
  • Funds reported $3.8B of Schwab US REIT ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 47 funds opened new Schwab US REIT ETF positions in Q3 2022 and 56 closed out, a net change of -9 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2022 was Creative Planning, an estimated $40M added.
  • The largest Schwab US REIT ETF seller in Q3 2022 was Fidelity Investments, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.