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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
SCA
201
Stokes Capital Advisors
South Carolina
$543K -$173K -9,001 -24%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$539K -$170K -8,828 -24%
OPS
203
Orion Portfolio Solutions
Nebraska
$535K +$64K +3,327 +14%
LCM
204
Liberty Capital Management
Michigan
$534K +$73.7K +3,830 +16%
PHAM
205
Palisades Hudson Asset Management
Florida
$527K +$3.02K +157 +0.6%
TIM
206
Tortoise Investment Management
New York
$522K +$142K +7,400 +38%
RF
207
RHS Financial
California
$514K -$320K -16,628 -38%
LPAM
208
Lodestar Private Asset Management
California
$507K +$506K +26,270 New
PA
209
Parallel Advisors
California
$504K -$126K -6,555 -20%
Goldman Sachs
210
Goldman Sachs
New York
$502K -$173K -9,014 -26%
OWM
211
Opes Wealth Management
California
$502K +$501K +26,017 New
WP
212
WealthShield Partners
North Carolina
$498K +$51.5K +2,676 +12%
GFP
213
Guardian Financial Partners
California
$493K +$25.9K +1,347 +6%
CL
214
Choreo LLC
Illinois
$483K -$14.2K -738 -3%
AT
215
American Trust
Kentucky
$482K +$261K +13,568 +119%
MAM
216
Marotta Asset Management
Virginia
$480K -$11K -569 -2%
DIA
217
Dana Investment Advisors
Wisconsin
$475K -$13.3K -690 -3%
ACP
218
Aveo Capital Partners
Colorado
$458K +$456K +23,719 New
FT
219
Fiduciary Trust
Massachusetts
$457K -$483K -25,098 -51%
NRI
220
NFP Retirement Inc
California
$456K -$437K -22,690 -49%
AWM
221
Avaii Wealth Management
Wisconsin
$450K +$48.3K +2,510 +12%
LFA
222
Landmark Financial Advisors
Kentucky
$450K +$231 +12 +0.1%
RJA
223
Raymond James & Associates
Florida
$448K +$85.1K +4,423 +24%
NL
224
NWAM LLC
Washington
$443K +$221K +11,501 +100%
PAS
225
Park Avenue Securities
New York
$439K +$61.4K +3,192 +16%

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.