Schwab US REIT ETF
SCHH
455 hedge funds and large institutions have $3.8B invested in Schwab US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 186 increasing their positions, 141 reducing their positions, and 55 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 141
8% more call options, than puts
Call options by funds: $559K | Put options by funds: $518K
0.83% more ownership
Funds ownership: 72.51% → 73.34% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
2% less funds holding
Funds holding: 464 → 455 (-9)
11% less capital invested
Capital invested by funds: $4.28B → $3.8B (-$482M)
15% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$40M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$24.6M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$16.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$12.4M |
| 5 |
Rockefeller Capital Management
New York
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$129M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$9.24M |
| 3 |
RA
Rational Advisors
Huntington,
New York
|
-$9.09M |
| 4 |
OAM
Oak Asset Management
Westlake Village,
California
|
-$7.86M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$6.49M |
SCHH Hedge Fund Activity: Q3 2022 in Review
455 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2022, worth a combined $3.8B — down 11% from $4.28B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of SCHH and 47 opened new positions — a net loss of 8 holders — while 141 trimmed existing stakes and 186 added.
The largest buyer was Creative Planning, adding an estimated $40M. The largest seller was Fidelity Investments, cutting an estimated $129M.
- 455 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2022, down from 464 in Q2 2022.
- Funds reported $3.8B of Schwab US REIT ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 47 funds opened new Schwab US REIT ETF positions in Q3 2022 and 55 closed out, a net change of -8 holders.
- The largest Schwab US REIT ETF buyer in Q3 2022 was Creative Planning, an estimated $40M added.
- The largest Schwab US REIT ETF seller in Q3 2022 was Fidelity Investments, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2022.