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
BSW
176
Buckingham Strategic Wealth
Missouri
$684K +$22.6K +1,173 +3%
LFS
177
Lutz Financial Services
Nebraska
$682K -$68.6K -3,564 -9%
TWP
178
Tempus Wealth Planning
California
$679K +$677K +35,180 New
PB
179
Pinnacle Bancorp
Nebraska
$661K +$388K +20,136 +143%
Renaissance Technologies
180
Renaissance Technologies
New York
$656K -$2.93M -152,000 -82%
UCFA
181
United Capital Financial Advisors
Texas
$636K -$11K -574 -2%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$634K -$192K -9,958 -23%
EA
183
Efficient Advisors
Ohio
$629K +$60.8K +3,159 +11%
JTWM
184
Jackson Thornton Wealth Management
Alabama
$628K +$166K +8,628 +36%
Stifel Financial
185
Stifel Financial
Missouri
$619K -$54.6K -2,839 -8%
KWM
186
Kingsview Wealth Management
Oregon
$608K -$3.23K -168 -0.5%
AWA
187
Aletheian Wealth Advisors
Washington
$603K +$25.7K +1,337 +4%
MCM
188
Mainstay Capital Management
Michigan
$587K -$10.9K -565 -2%
IA
189
IFP Advisors
Florida
$584K -$117K -6,056 -30%
SWA
190
Strata Wealth Advisors
Texas
$581K +$580K +30,133 New
KC
191
Kades & Cheifetz
Pennsylvania
$576K +$575K +29,882 New
BBA
192
Braun-Bostich & Associates
Pennsylvania
$576K +$81.1K +4,214 +16%
SBH
193
Segall Bryant & Hamill
Illinois
$572K
DSA
194
Droms Strauss Advisors
Missouri
$571K +$376K +19,559 +191%
BC
195
Brio Consultants
California
$568K +$11.7K +610 +2%
PFM
196
Peak Financial Management
Massachusetts
$563K +$13.1K +680 +2%
FF
197
Friedenthal Financial
New Jersey
$563K +$7.31K +380 +1%
TWM
198
Tradition Wealth Management
Minnesota
$552K -$30.1K -1,565 -5%
CFA
199
Cahill Financial Advisors
Minnesota
$551K +$24.8K +1,290 +5%
DP
200
DDD Partners
Washington
$550K +$1.37K +71 +0.2%

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.