Schwab US REIT ETF
SCHH
465 hedge funds and large institutions have $5.17B invested in Schwab US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 191 increasing their positions, 149 reducing their positions, and 58 closing their positions.
95% more call options, than puts
Call options by funds: $959K | Put options by funds: $493K
28% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 149
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
2% less capital invested
Capital invested by funds: $5.27B → $5.17B (-$101M)
7% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 58
2% less funds holding
Funds holding: 475 → 465 (-10)
72.7% less ownership
Funds ownership: 145.79% → 73.09% (-73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$117M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$76.7M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$47.3M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$29.4M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$110M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$29.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.5M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$10.6M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$10.5M |
SCHH Hedge Fund Activity: Q1 2022 in Review
465 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2022, worth a combined $5.17B — down 1.9% from $5.27B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of SCHH and 54 opened new positions — a net loss of 4 holders — while 149 trimmed existing stakes and 191 added.
The largest buyer was Fidelity Investments, adding an estimated $117M. The largest seller was Jones Financial Companies, cutting an estimated $110M.
- 465 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2022, down from 475 in Q4 2021.
- Funds reported $5.17B of Schwab US REIT ETF stock for Q1 2022, down 1.9% quarter-over-quarter.
- 54 funds opened new Schwab US REIT ETF positions in Q1 2022 and 58 closed out, a net change of -4 holders.
- The largest Schwab US REIT ETF buyer in Q1 2022 was Fidelity Investments, an estimated $117M added.
- The largest Schwab US REIT ETF seller in Q1 2022 was Jones Financial Companies, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2022.