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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
FHA
376
First Horizon Advisors
Tennessee
$17.9K +$115 +6 +0.7%
SBL
377
Sargent Bickham Lagudis
Colorado
$17.3K +$2.67K +139 +18%
IRC
378
Investors Research Corp
Georgia
$17.2K
PGAM
379
Princeton Global Asset Management
New Jersey
$17K +$8.41K +437 +100%
CT
380
Clearstead Trust
Maine
$17K +$17.2K +895 New
TWA
381
TCI Wealth Advisors
Arizona
$16.7K -$29.6K -1,536 -64%
BlackRock
382
BlackRock
New York
$16K
MCM
383
MV Capital Management
Maryland
$15.6K
BHWM
384
Beaird Harris Wealth Management
Texas
$15.5K +$15.5K +804 New
PK
385
Pflug Koory
Nebraska
$14K
TFGT
386
TS Financial Group (TSFG)
Illinois
$14K +$77 +4 +0.5%
FWP
387
FAS Wealth Partners
Kansas
$13.3K +$96 +5 +0.7%
RAG
388
RIA Advisory Group
Iowa
$12.2K +$225K +11,688 New
CFFP
389
Center for Financial Planning
Michigan
$11.8K
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$11.5K +$11.5K +596 New
VNA
391
Valley National Advisers
Pennsylvania
$11K
SWA
392
Sutton Wealth Advisors
Florida
$10.9K +$7.12K +370 +191%
PO
393
Private Ocean
California
$10.8K +$2.71K +141 +34%
MWM
394
Mascoma Wealth Management
New Hampshire
$10.7K +$10.7K +555 New
AC
395
AlphaCore Capital
California
$10.5K
TCM
396
Tradewinds Capital Management
Washington
$10.1K -$255K -13,242 -96%
JHCP
397
Jackson Hole Capital Partners
Oklahoma
$10K
EDRH
398
Edmond de Rothschild Holding
Switzerland
$8.87K
SIS
399
Sound Income Strategies
Florida
$8.8K -$885 -46 -9%
DAM
400
Delta Asset Management
Tennessee
$8.08K +$8.06K +419 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.