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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
TCWM
476
Total Clarity Wealth Management
Illinois
-$27K -1,301 Closed
COCM
477
Charter Oak Capital Management
New Hampshire
-$26K -1,256 Closed
GI
478
Gradient Investments
Minnesota
-$24.4K -1,129 Closed
CA
479
CoreCap Advisors
Michigan
-$9K -442 Closed
KA
480
Kozak & Associates
Colorado
-$9.09K -420 Closed
Barclays
481
Barclays
United Kingdom
-$8K -376 Closed
VVP
482
Venture Visionary Partners
Ohio
-$7.54K -357 Closed
BFG
483
Baron Financial Group
New Jersey
-$6.79K -322 Closed
AssetMark Inc
484
AssetMark Inc
California
-$6K -305 Closed
RDIA
485
RE Dickinson Investment Advisors
Iowa
-$6 -270 Closed
CCM
486
Chilton Capital Management
Texas
-$5K -220 Closed
TAM
487
Townsend Asset Management
North Carolina
-$3K -132 Closed
AIP
488
Ahrens Investment Partners
Louisiana
-$1K -71 Closed
SAM
489
Strategic Asset Management
Minnesota
-$1K -57 Closed
First Manhattan
490
First Manhattan
New York
-$1K -56 Closed
CWP
491
Concord Wealth Partners
Virginia
-$1K -50 Closed
SIAP
492
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$1K -50 Closed
WFA
493
West Financial Advisors
Iowa
-$1K -50 Closed
WT
494
Whittier Trust
California
-$1K -50 Closed
PFGIA
495
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -34 Closed
RDFA
496
Ritter Daniher Financial Advisory
Ohio
-$1K -26 Closed
SFC
497
SYM Financial Corp
Indiana
-$1K -26 Closed
IHWM
498
Iron Horse Wealth Management
Iowa
-$1K -25 Closed
WWMSC
499
Wagner Wealth Management (South Carolina)
South Carolina
+$108 +5 New
MIM
500
Macroview Investment Management
Maryland
+$216 +10 New

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.