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Schwab US REIT ETF

498 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 195 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,184% more call options, than puts

Call options by funds: $731K | Put options by funds: $32K

21% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 161

1% less capital invested

Capital invested by funds: $5.12B → $5.08B (-$35.2M)

0.96% less ownership

Funds ownership: 79.24%78.28% (-0.96%)

6% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 54

2% less funds holding

Funds holding: 507498 (-9)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
7.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
51
Increased
195
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
226
Qube Research & Technologies (QRT)
United Kingdom
$524K +$507K +25,282 +4,656%
CFA
227
Cahill Financial Advisors
Minnesota
$521K -$20.6K -1,027 -4%
DBRC
228
D.B. Root & Company
Pennsylvania
$515K -$1.2K -60 -0.2%
IIA
229
Integral Investment Advisors
California
$514K +$511K +25,473 New
SFS
230
Summit Financial Strategies
Ohio
$502K -$7.16K -357 -1%
N
231
Natixis
France
$499K +$28.7K +1,430 +6%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$497K +$160K +7,957 +48%
BIA
233
Bigelow Investment Advisors
Maine
$490K +$169K +8,430 +54%
DSA
234
Droms Strauss Advisors
Missouri
$489K -$162K -8,070 -25%
AWM
235
Avaii Wealth Management
Wisconsin
$480K -$10K -501 -2%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$479K +$39.2K +1,954 +9%
RJA
237
Raymond James & Associates
Florida
$477K +$47.7K +2,380 +11%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$476K +$5.01K +250 +1%
Natixis Advisors
239
Natixis Advisors
Massachusetts
$454K -$2.88M -143,732 -87%
EFG
240
Embree Financial Group
Illinois
$449K -$95.8K -4,780 -18%
EFG
241
Everhart Financial Group
Ohio
$449K -$14.2K -708 -3%
LPAM
242
Lodestar Private Asset Management
California
$447K +$2.25K +112 +0.5%
LFS
243
Lutz Financial Services
Nebraska
$441K -$21.4K -1,068 -5%
TWM
244
Tradition Wealth Management
Minnesota
$431K -$10.2K -509 -2%
WF
245
Whelan Financial
California
$427K -$4.65K -232 -1%
TI
246
Truepoint Inc
Ohio
$425K -$4.03K -201 -1%
BFA
247
Bluestem Financial Advisors
Illinois
$421K +$601 +30 +0.1%
SCI
248
Stableford Capital II
Arizona
$420K -$22.7K -1,132 -5%
Comerica Bank
249
Comerica Bank
Texas
$420K +$191K +9,538 +86%
FWM
250
Fonville Wealth Management
Virginia
$418K +$38.3K +1,911 +10%

SCHH Hedge Fund Activity: Q1 2024 in Review

498 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2024, worth a combined $5.08B — down 0.69% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of SCHH and 51 opened new positions — a net loss of 3 holders — while 161 trimmed existing stakes and 195 added.

The largest buyer was Charles Schwab, adding an estimated $50M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $106M.

  • 498 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2024, down from 507 in Q4 2023.
  • Funds reported $5.08B of Schwab US REIT ETF stock for Q1 2024, down 0.69% quarter-over-quarter.
  • 51 funds opened new Schwab US REIT ETF positions in Q1 2024 and 54 closed out, a net change of -3 holders.
  • The largest Schwab US REIT ETF buyer in Q1 2024 was Charles Schwab, an estimated $50M added.
  • The largest Schwab US REIT ETF seller in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2024.