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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
RMC
251
Regis Management Company
California
$342K +$118K +6,131 +53%
FG
252
Foster Group
Iowa
$333K -$2.5K -130 -0.7%
CCA
253
Cobblestone Capital Advisors
New York
$330K -$6.35K -330 -2%
EFG
254
Everhart Financial Group
Ohio
$330K +$80.1K +4,163 +32%
RBC
255
Roble Belko & Company
Pennsylvania
$329K +$67.8K +3,522 +26%
CWM
256
Collaborative Wealth Management
Florida
$328K -$5.68K -295 -2%
USCWA
257
U.S. Capital Wealth Advisors
Texas
$324K +$324K +16,817 New
CAMG
258
CWA Asset Management Group
Florida
$324K +$3.43K +178 +1%
PA
259
PFG Advisors
Arizona
$323K -$9.6K -499 -3%
BA
260
Bridgewater Advisors
New York
$318K -$10.3K -537 -3%
WWM
261
Western Wealth Management
Colorado
$318K -$312K -16,198 -50%
CA
262
Cambridge Advisors
Nebraska
$316K -$23.4K -1,214 -7%
CCM
263
Crew Capital Management
Ohio
$314K -$36.9K -1,915 -11%
GAM
264
Gould Asset Management
California
$313K +$312K +16,215 New
MA
265
Mangham Associates
Virginia
$304K +$2.12K +110 +0.7%
WFA
266
Websterrogers Financial Advisors
South Carolina
$301K -$67.7K -3,519 -18%
BFA
267
Bluestem Financial Advisors
Illinois
$296K +$96.2K +4,998 +48%
PGA
268
Portland Global Advisors
Maine
$291K
NWA
269
Navis Wealth Advisors
New York
$289K +$2.37K +123 +0.8%
AP
270
Adero Partners
California
$284K -$254K -13,180 -47%
TF
271
Theory Financial
Colorado
$283K +$282K +14,671 New
CAM
272
Cresset Asset Management
Illinois
$282K -$66K -3,428 -19%
ACA
273
Ascension Capital Advisors
Texas
$278K +$278K +14,436 New
RWA
274
Rainsberger Wealth Advisors
Colorado
$274K -$222K -11,553 -45%
GGS
275
Galvin Gaustad & Stein
Arizona
$270K +$38.4K +1,995 +17%

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.