Schwab US REIT ETF
SCHH
487 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, 196 increasing their positions, 131 reducing their positions, and 51 closing their positions.
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
50% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 131
8% more capital invested
Capital invested by funds: $3.8B → $4.11B (+$307M)
7% more funds holding
Funds holding: 455 → 487 (+32)
0.57% less ownership
Funds ownership: 73.34% → 72.77% (-0.57%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$54.6M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$51.5M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$34.1M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$25.1M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$22M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$15.3M |
| 3 |
NQWM
Northwest Quadrant Wealth Management
Bend,
Oregon
|
-$11.1M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$9.54M |
| 5 |
EPM
Elm Partners Management
Philadelphia,
Pennsylvania
|
-$6.82M |
SCHH Hedge Fund Activity: Q4 2022 in Review
487 of the 6,237 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 196 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.
- 487 institutional investors held Schwab US REIT ETF (SCHH) as of Q4 2022, up from 455 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.