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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
LFA
401
Level Financial Advisors
New York
$8K
FMP
402
Financial Management Professionals
Texas
$8K +$7.24K +376 +2,089%
LIA
403
Luken Investment Analytics
Tennessee
$7.79K +$7.78K +404 New
CA
404
CoreCap Advisors
Michigan
$7.75K +$7.74K +402 New
CFGS
405
Concourse Financial Group Securities
Alabama
$7.17K +$3.69K +192 +107%
AW
406
Avion Wealth
Texas
$7K
SSB
407
Sandy Spring Bank
Maryland
$6.91K +$4.12K +214 +149%
BCWM
408
Bartlett & Co Wealth Management
Ohio
$6.38K +$6.37K +331 New
WPA
409
West Paces Advisors
Georgia
$6.27K
AA
410
Atmos Advisory
Pennsylvania
$6.23K +$77 +4 +1%
MA
411
MCF Advisors
Kentucky
$6.13K -$10K -520 -62%
BC
412
Bartlett & Co
Ohio
$6K +$6.37K +331 New
BC
413
Barrett & Company
Rhode Island
$5.79K
HR
414
Howe & Rusling
New York
$5.5K -$16K -833 -75%
KFI
415
Key Financial Inc
Pennsylvania
$5.38K
FA
416
Fiduciary Alliance
South Carolina
$5.32K +$5.31K +276 New
BWL
417
Bogart Wealth LLC
Virginia
$5.27K -$19.8K -1,028 -79%
BWM
418
BerganKDV Wealth Management
Minnesota
$5.25K +$616 +32 +13%
AWM
419
Abound Wealth Management
Tennessee
$5.21K +$38 +2 +0.7%
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$5.21K -$577 -30 -10%
MPCL
421
My Personal CFO LLC
Washington
$5.17K +$5.16K +268 New
PFG
422
Piershale Financial Group
Illinois
$5.09K +$5.08K +264 New
SPIA
423
Steward Partners Investment Advisory
New York
$5.04K -$159K -8,256 -97%
WWM
424
Wolff Wiese Magana
California
$4.82K
PWMG
425
Prestige Wealth Management Group
New Jersey
$4.47K +$38 +2 +0.9%

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.