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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
OIA
351
Optimum Investment Advisors
Illinois
$41K +$1.77K +92 +5%
WTC
352
WhitTier Trust Company
Nevada
$38.6K
CCA
353
Column Capital Advisors
Indiana
$36.4K +$962 +50 +3%
GT
354
Glenmede Trust
Pennsylvania
$34.6K
RIA
355
Realta Investment Advisors
Delaware
$30.9K -$25.9K -1,345 -46%
CDIA
356
Capital Directions Investment Advisors
Georgia
$30.5K +$30.4K +1,582 New
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$30K +$22.7K +1,179 +301%
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$30K
GJIA
359
Glass Jacobson Investment Advisors
Maryland
$28.9K +$28.8K +1,499 New
CS
360
Comerica Securities
Michigan
$27.9K +$27.8K +1,445 New
LWP
361
Laurel Wealth Planning
Minnesota
$27.8K
CA
362
Crewe Advisors
Utah
$25.8K
NECFA
363
New England Capital Financial Advisors
Connecticut
$25.4K +$23.9K +1,244 New
ASN
364
Advisory Services Network
Georgia
$24.6K +$24.5K +1,273 New
ADL
365
Asset Dedication LLC
California
$23K
SWM
366
Sugarloaf Wealth Management
Georgia
$22.4K
EI
367
Ellevest Inc
New York
$22.4K +$19.4K +1,009 +673%
PMFA
368
Plante Moran Financial Advisors
Michigan
$21.6K +$19.6K +1,017 +987%
WAM
369
WFA Asset Management
Wisconsin
$20.2K +$173 +9 +0.9%
JFGIW
370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$115 +6 +0.6%
GMA
371
Glassy Mountain Advisors
Maryland
$19.4K +$19.4K +1,006 New
NSIM
372
North Star Investment Management
Illinois
$19.2K
CT
373
Cambridge Trust
Massachusetts
$19K
HC
374
Hoese & Co
Minnesota
$18K
GFPC
375
Global Financial Private Client
Florida
$17.9K

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.