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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
CI
251
Cordant Inc
Oregon
$417K -$7.5K -374 -2%
YWM
252
Yoder Wealth Management
California
$413K -$266K -13,282 -39%
HI
253
Human Investing
Oregon
$412K +$2.19K +109 +0.5%
EA
254
Efficient Advisors
Ohio
$402K -$55.4K -2,762 -12%
JEST
255
JTC Employer Solutions Trustee
Jersey
$401K
NL
256
NWAM LLC
Washington
$399K +$83.6K +4,168 +27%
FA
257
FF Advisors
California
$395K
AWS
258
Atria Wealth Solutions
New York
$388K -$52.5K -2,618 -12%
HFS
259
Heritage Financial Services
Massachusetts
$387K +$38.6K +1,927 +11%
IWC
260
Integrated Wealth Concepts
Massachusetts
$384K -$7.9K -394 -2%
FPAS
261
Focus Partners Advisor Solutions
Missouri
$379K +$133K +6,621 +55%
OFS
262
OneAscent Financial Services
Alabama
$379K
PFBT
263
Parkside Financial Bank & Trust
Missouri
$373K +$5.49K +274 +2%
CC
264
Callan Capital
California
$368K
VWA
265
Valued Wealth Advisors
Utah
$364K -$1.31M -65,343 -78%
B
266
Bailard
California
$362K +$14K +700 +4%
CCA
267
Cobblestone Capital Advisors
New York
$359K -$13K -650 -4%
LFA
268
Laraway Financial Advisors
Minnesota
$358K -$8.66K -432 -2%
PAS
269
Park Avenue Securities
New York
$356K +$14.2K +709 +4%
MAM
270
Marotta Asset Management
Virginia
$355K -$9.26K -462 -3%
H
271
HoyleCohen
California
$350K -$90.8K -4,527 -21%
IWA
272
IVC Wealth Advisors
Pennsylvania
$349K +$75.1K +3,747 +28%
PFT
273
Providence First Trust
Arizona
$349K +$345K +17,193 New
HAS
274
HBW Advisory Services
California
$347K
RMC
275
Regis Management Company
California
$347K +$10K +500 +3%

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.