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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
S
326
SignatureFD
Georgia
$86.6K +$212 +11 +0.2%
BAM
327
Belpointe Asset Management
Nevada
$86.5K +$86.3K +4,486 New
DI
328
Disciplined Investments
Oklahoma
$81.9K +$2.85K +148 +4%
NIC
329
Northwest Investment Counselors
Oregon
$79.7K +$289 +15 +0.4%
BCM
330
Blume Capital Management
California
$77.7K -$38.5K -2,000 -33%
CFD
331
Creative Financial Designs
Indiana
$76.1K +$30K +1,559 +65%
CIAS
332
Capital Investment Advisory Services
North Carolina
$74.6K +$7.12K +370 +11%
CPA
333
Cardiff Park Advisors
California
$71K +$520 +27 +0.7%
MCC
334
Money Concepts Capital
Florida
$69.3K +$37.7K +1,958 +120%
LFG
335
Larson Financial Group
Missouri
$69.1K +$2.42K +126 +4%
AA
336
Ancora Advisors
Ohio
$66K -$32.3K -1,677 -33%
WOC
337
West Oak Capital
California
$64K -$115 -6 -0.2%
HNB
338
Huntington National Bank
Ohio
$62.8K
VC
339
Vestor Capital
Illinois
$60K
CFO
340
CVA Family Office
Colorado
$53.9K +$58 +3 +0.1%
NA
341
NewEdge Advisors
Louisiana
$49.2K +$76.2K +3,958 New
SA
342
SRH Advisors
Kansas
$48K +$231 +12 +0.5%
EA
343
Evolution Advisers
Virginia
$48K +$47.3K +2,460 +8,200%
Qube Research & Technologies (QRT)
344
Qube Research & Technologies (QRT)
United Kingdom
$47.9K -$33.1K -1,719 -41%
RCC
345
Red Cedar Capital
Nebraska
$47K
MFA
346
McClarren Financial Advisors
Pennsylvania
$47K +$385 +20 +0.8%
3IP
347
3Chopt Investment Partners
Virginia
$43.5K +$43.4K +2,256 New
CHA
348
Carmichael Hill & Associates
Maryland
$42.8K +$4.7K +244 +12%
FFA
349
Farther Finance Advisors
California
$41.3K +$41.2K +2,139 New
C
350
Covestor
United Kingdom
$41K +$40.9K +2,127 New

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.