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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
CWP
426
Concord Wealth Partners
Virginia
$4.27K +$4.25K +221 New
HCM
427
Horrell Capital Management
Arkansas
$4K
HBW
428
Hazlett, Burt & Watson
West Virginia
$4K +$2.77K +144 +225%
BBPWM
429
Blue Bell Private Wealth Management
Pennsylvania
$3.94K +$3.39K +176 +629%
BWA
430
BDO Wealth Advisors
Florida
$3.94K
GWANC
431
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.86K
BAM
432
Bellevue Asset Management
Washington
$3.82K
SWA
433
SOA Wealth Advisors
New York
$3.78K
NFSG
434
Newbridge Financial Services Group
Florida
$3.73K +$19 +1 +0.5%
BLC
435
Brown, Lisle/Cummings
Rhode Island
$3.57K
MAWA
436
Moss Adams Wealth Advisors
Washington
$3.28K +$3.27K +170 New
FWM
437
Focused Wealth Management
New York
$3.11K +$19 +1 +0.6%
AWM
438
Atticus Wealth Management
Florida
$2.74K +$38 +2 +1%
ME
439
McIlrath & Eck
Washington
$2.47K
FFA
440
Founders Financial Alliance
North Carolina
$2.43K
SIC
441
Salem Investment Counselors
North Carolina
$2.2K +$2.19K +114 New
WT
442
Washington Trust
Rhode Island
$2.08K
CSB
443
City State Bank
Iowa
$2K
IBOK
444
Independence Bank of Kentucky
Kentucky
$2K
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$2K
EWM
446
Endurance Wealth Management
Rhode Island
$2K +$1.58K +82 New
BCMLT
447
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.95K +$1.94K +101 New
EWA
448
EverSource Wealth Advisors
Alabama
$1.93K +$1.93K +100 New
TCWA
449
Ten Capital Wealth Advisors
Washington
$1.86K
CWC
450
Carolinas Wealth Consulting
North Carolina
$1.85K

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.