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Schwab US REIT ETF

454 hedge funds and large institutions have $3.8B invested in Schwab US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 186 increasing their positions, 140 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 140

8% more call options, than puts

Call options by funds: $559K | Put options by funds: $518K

0.82% more ownership

Funds ownership: 72.51%73.33% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2% less funds holding

Funds holding: 464454 (-10)

11% less capital invested

Capital invested by funds: $4.28B → $3.8B (-$483M)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
186
Reduced
140
Closed
56
Calls
$559K
Puts
$518K
Net Calls
+$41K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Washington Trust
Rhode Island
$2K
PTC
427
Private Trust Company
Ohio
$2K +$1.86K +86 New
PMFA
428
Plante Moran Financial Advisors
Michigan
$2K +$2.23K +103 New
WIM
429
Westside Investment Management
California
$1.69K
TAM
430
Tucker Asset Management
Colorado
$1.51K +$1.69K +78 New
GEA
431
Glen Eagle Advisors
New Jersey
$1.04K +$974 +45 +450%
Citigroup
432
Citigroup
New York
$1K -$138K -6,389 -99%
TFA
433
Transamerica Financial Advisors
Florida
$1K -$3.09K -143 -99%
AAP
434
Arax Advisory Partners
Colorado
$1K
BBPWM
435
Blue Bell Private Wealth Management
Pennsylvania
$1K
GM
436
GeoWealth Management
Illinois
$1K
JWA
437
JFS Wealth Advisors
Pennsylvania
$1K
MSFP
438
Mark Sheptoff Financial Planning
Connecticut
$1K
MFC
439
Morris Financial Concepts
South Carolina
$1K
QCG
440
Quadrant Capital Group
Ohio
$1K
EC
441
EdgeRock Capital
Colorado
$1K +$1.34K +62 New
HBW
442
Hazlett, Burt & Watson
West Virginia
$1K +$1.39K +64 New
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$33 -$22.5K -1,040 -40%
OAM
444
Oak Asset Management
California
-$7.86M -372,585 Closed
PMG
445
ProVise Management Group
Florida
-$804K -38,120 Closed
RIG
446
Ramiah Investment Group
Wisconsin
-$695K -32,967 Closed
KeyBank National Association
447
KeyBank National Association
Ohio
-$662K -31,398 Closed
BRC
448
Bell Rock Capital
Delaware
-$552K -26,171 Closed
DBRC
449
D.B. Root & Company
Pennsylvania
-$514K -24,405 Closed
GW
450
GW & Wade
Massachusetts
-$513K -24,337 Closed

SCHH Hedge Fund Activity: Q3 2022 in Review

454 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2022, worth a combined $3.8B — down 11% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of SCHH and 47 opened new positions — a net loss of 9 holders — while 140 trimmed existing stakes and 186 added.

The largest buyer was Creative Planning, adding an estimated $40M. The largest seller was Fidelity Investments, cutting an estimated $129M.

  • 454 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2022, down from 464 in Q2 2022.
  • Funds reported $3.8B of Schwab US REIT ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 47 funds opened new Schwab US REIT ETF positions in Q3 2022 and 56 closed out, a net change of -9 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2022 was Creative Planning, an estimated $40M added.
  • The largest Schwab US REIT ETF seller in Q3 2022 was Fidelity Investments, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.