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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
GFWA
301
Grey Fox Wealth Advisors
Delaware
$214K +$214K +11,112 New
IAN
302
Integrated Advisors Network
Texas
$210K -$5.16K -268 -2%
WSTAM
303
Wilbanks Smith & Thomas Asset Management
Virginia
$209K +$154 +8 +0.1%
ODIJL
304
One Day In July LLC
Vermont
$205K +$204K +10,621 New
LFA
305
LifeGuide Financial Advisors
Pennsylvania
$202K +$202K +10,473 New
1WM
306
1900 Wealth Management
Texas
$202K -$188K -9,746 -48%
BAMG
307
Brand Asset Management Group
Missouri
$197K +$197K +10,213 New
HWM
308
HB Wealth Management
Georgia
$195K -$17K -881 -8%
BIA
309
Bell Investment Advisors
California
$174K +$1.42K +74 +0.8%
AF
310
Advisornet Financial
Minnesota
$171K -$597 -31 -0.3%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$170K +$33.6K +1,744 +25%
GGI
312
Godsey & Gibb Inc
Virginia
$155K +$155K +8,033 New
HI
313
Harbour Investments
Wisconsin
$153K +$4.73K +246 +3%
ZIG
314
Zullo Investment Group
Pennsylvania
$151K +$1.35K +70 +0.9%
UB
315
UMB Bank
Missouri
$150K
FSWA
316
Financial Synergies Wealth Advisors
Texas
$144K +$1.17K +61 +0.8%
MA
317
Montag & Associates
Georgia
$143K -$292K -15,182 -67%
CIR
318
Clear Investment Research
Georgia
$142K
AssetMark Inc
319
AssetMark Inc
California
$142K +$142K +7,359 New
William Blair & Company
320
William Blair & Company
Illinois
$129K -$16.7K -866 -11%
BFPW
321
BOK Financial Private Wealth
Colorado
$123K -$495K -25,727 -80%
SIC
322
SJS Investment Consulting
Ohio
$123K -$102K -5,298 -45%
ACA
323
Aptus Capital Advisors
Alabama
$105K +$16.6K +861 +19%
FRA
324
Front Row Advisors
California
$90K -$13.3K -690 -13%
CA
325
Clearstead Advisors
Ohio
$89.6K +$35K +1,819 +64%

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.