We are live on ! Find out more
SCHH icon

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
LEFP
151
Leading Edge Financial Planning
Tennessee
$940K +$937K +48,711 New
PFC
152
Phocas Financial Corp
California
$914K -$605K -31,418 -40%
JP Morgan Chase
153
JP Morgan Chase
New York
$905K -$367K -19,054 -29%
RG
154
Retirement Group
California
$889K +$185K +9,604 +26%
HWA
155
Hillcrest Wealth Advisors
New Jersey
$884K +$383K +19,900 +77%
VA
156
Valmark Advisers
Ohio
$879K -$97.5K -5,067 -10%
CI
157
Cordant Inc
Oregon
$847K +$177K +9,222 +27%
FFN
158
Focus Financial Network
Minnesota
$834K -$21.5K -1,119 -3%
GBT
159
Grove Bank & Trust
Florida
$825K +$88.3K +4,589 +12%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$817K -$4.43K -230 -0.5%
AF
161
Allworth Financial
California
$803K +$755K +39,217 +1,623%
WF
162
Whelan Financial
California
$774K +$370K +19,219 +92%
H
163
HoyleCohen
California
$773K -$12.7K -659 -2%
SWM
164
SigFig Wealth Management
California
$769K -$36.2K -1,883 -5%
C
165
Certuity
Florida
$766K -$207K -10,731 -21%
FWM
166
Fortress Wealth Management
California
$763K -$129K -6,720 -15%
VM
167
VPR Management
Texas
$760K
BB
168
Bell Bank
North Dakota
$749K +$747K +38,804 New
GC
169
Garde Capital
Washington
$747K -$4.66K -242 -0.6%
LF
170
Lee Financial
Texas
$743K +$630K +32,740 +565%
BIP
171
Blueprint Investment Partners
North Carolina
$736K -$99.5K -5,171 -12%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$725K -$975K -50,661 -57%
SIG
173
Spinnaker Investment Group
California
$707K -$38.3K -1,991 -5%
FWM
174
Forza Wealth Management
Florida
$705K +$704K +36,557 New
State Street
175
State Street
Massachusetts
$695K +$64.9K +3,373 +10%

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.