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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
SAM
276
SignalPoint Asset Management
Missouri
$269K
BBW
277
Blue Barn Wealth
Utah
$268K -$32.5K -1,687 -11%
Fidelity Investments
278
Fidelity Investments
Massachusetts
$265K -$22M -1,144,390 -99%
EE
279
EWG Elevate
California
$264K +$12K +622 +5%
CW
280
CreativeOne Wealth
Kansas
$261K -$5.74K -298 -2%
RBFC
281
Roman Butler Fullerton & Co
Missouri
$261K +$244K +12,676 New
WW
282
Waterfront Wealth
Kansas
$254K
OMC
283
Old Mission Capital
Illinois
$251K +$251K +13,037 New
KAS
284
Kestra Advisory Services
Texas
$245K -$18.6K -966 -7%
SFS
285
Summit Financial Strategies
Ohio
$244K +$19.9K +1,035 +9%
FAIM
286
Financial Advocates Investment Management
Washington
$243K +$243K +12,609 New
AIA
287
Armor Investment Advisors
North Carolina
$242K -$16.8K -872 -6%
BIA
288
Bigelow Investment Advisors
Maine
$242K +$16.2K +843 +7%
IWA
289
IVC Wealth Advisors
Pennsylvania
$242K +$241K +12,527 New
SWM
290
Spire Wealth Management
Virginia
$239K +$223K +11,601 +1,452%
EFS
291
Econ Financial Services
Pennsylvania
$232K +$1.91K +99 +0.8%
GRP
292
Global Retirement Partners
California
$232K +$22K +1,141 +10%
HI
293
Human Investing
Oregon
$231K +$231K +11,997 New
BF
294
BOK Financial
Oklahoma
$230K +$229K +11,899 New
AWM
295
Aspire Wealth Management
Massachusetts
$227K
AFP
296
Ausdal Financial Partners
Iowa
$226K -$6.35K -330 -3%
HCP
297
Hexagon Capital Partners
Arkansas
$223K +$9.89K +514 +5%
CA
298
Cetera Advisors
Colorado
$220K -$308 -16 -0.1%
GAM
299
Garrison Asset Management
Arkansas
$219K -$8.99K -467 -4%
LF
300
LifeSteps Financial
California
$215K -$193K -10,054 -47%

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.