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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
AA
476
Addison Advisors
Vermont
$270 +$269 +14 New
FA
477
Faithward Advisors
Pennsylvania
$231
MCA
478
Maryland Capital Advisors
Maryland
$231
MIM
479
Macroview Investment Management
Maryland
$193
HPC
480
HM Payson & Co
Maine
$159
RWM
481
Ruedi Wealth Management
Illinois
$128 +$19 +1 New
TFS
482
TrustCore Financial Services
Tennessee
$125
NC
483
NewSquare Capital
Pennsylvania
$43
BNP Paribas Financial Markets
484
BNP Paribas Financial Markets
France
$19 -$856K -44,491 -100%
GWSA
485
Global Wealth Strategies & Associates
Colorado
$11 +$19 +1 New
NQWM
486
Northwest Quadrant Wealth Management
Oregon
-$11.1M -594,270 Closed
AIMCA
487
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$5.61M -300,000 Closed
EGA
488
Eagle Global Advisors
Texas
-$5.49M -293,698 Closed
JFGLC
489
Johnson Financial Group LLC (Colorado)
Colorado
-$3.57M -191,204 Closed
MPM
490
Meritage Portfolio Management
Kansas
-$3.47M -185,582 Closed
JWM
491
JFG Wealth Management
Colorado
-$2.32M -123,961 Closed
Marshall Wace
492
Marshall Wace
United Kingdom
-$2.04M -108,983 Closed
Jane Street
493
Jane Street
New York
-$1.46M -77,848 Closed
IA
494
IFG Advisory
Georgia
-$1.34M -71,763 Closed
MIC
495
Means Investment Company
Maine
-$1.29M -68,810 Closed
Brown Advisory
496
Brown Advisory
Maryland
-$812K -43,436 Closed
Susquehanna International Group
497
Susquehanna International Group
Pennsylvania
-$755K -39,229 Closed
JAG
498
Journey Advisory Group
Kentucky
-$676K -36,154 Closed
Koshinski Asset Management
499
Koshinski Asset Management
Illinois
-$558K -29,832 Closed
AWS
500
AJ Wealth Strategies
New York
-$542K -29,004 Closed

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.