Schwab US REIT ETF
SCHH
464 hedge funds and large institutions have $4.28B invested in Schwab US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 134 reducing their positions, and 51 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 134
23% more call options, than puts
Call options by funds: $1.03M | Put options by funds: $835K
8% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 51
0% less funds holding
Funds holding: 465 → 464 (-1)
0.58% less ownership
Funds ownership: 73.09% → 72.51% (-0.58%)
17% less capital invested
Capital invested by funds: $5.17B → $4.28B (-$886M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$36.9M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$18.7M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.4M |
| 5 |
OAM
Oak Asset Management
Westlake Village,
California
|
+$8.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$104M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$60.4M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$25.7M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$13.7M |
| 5 |
AWM
Aries Wealth Management
Portland,
Maine
|
-$7.64M |
SCHH Hedge Fund Activity: Q2 2022 in Review
464 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2022, worth a combined $4.28B — down 17% from $5.17B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SCHH positions and 51 closed out — a net gain of 4 holders — while 188 added to existing stakes and 134 trimmed.
The largest buyer was Creative Planning, adding an estimated $36.9M. The largest seller was Jones Financial Companies, cutting an estimated $104M.
- 464 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2022, down from 465 in Q1 2022.
- Funds reported $4.28B of Schwab US REIT ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 55 funds opened new Schwab US REIT ETF positions in Q2 2022 and 51 closed out, a net change of +4 holders.
- The largest Schwab US REIT ETF buyer in Q2 2022 was Creative Planning, an estimated $36.9M added.
- The largest Schwab US REIT ETF seller in Q2 2022 was Jones Financial Companies, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2022.