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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
PB
276
Pinnacle Bancorp
Nebraska
$339K
MFG
277
MidWestOne Financial Group
Iowa
$339K -$762 -38 -0.2%
ACG
278
Allen Capital Group
Nebraska
$336K -$1.18K -59 -0.4%
AOWM
279
Alpha Omega Wealth Management
Virginia
$328K
CAMG
280
CWA Asset Management Group
Florida
$325K -$46.8K -2,335 -13%
FT
281
Fiduciary Trust
Massachusetts
$325K
DW
282
Dodds Wealth
Colorado
$324K +$16.3K +812 +5%
NWA
283
Navis Wealth Advisors
New York
$317K +$1.7K +85 +0.5%
WWM
284
Western Wealth Management
Colorado
$317K -$64.8K -3,231 -17%
WFA
285
Websterrogers Financial Advisors
South Carolina
$302K +$97.2K +4,846 +48%
BRWA
286
B. Riley Wealth Advisors
Florida
$301K -$128K -6,373 -27%
CB
287
Commerce Bank
Missouri
$299K +$2.69K +134 +0.9%
CA
288
Cambridge Advisors
Nebraska
$293K +$60 +3 +0%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$291K -$17.7K -883 -6%
FVWA
290
Foster Victor Wealth Advisors
South Carolina
$287K -$6.43K -321 -2%
SAM
291
SignalPoint Asset Management
Missouri
$283K -$281 -14 -0.1%
PFC
292
Phocas Financial Corp
California
$277K
CFD
293
Creative Financial Designs
Indiana
$270K +$16.1K +805 +6%
GCA
294
Greenwood Capital Associates
South Carolina
$269K -$20 -1 -0%
WP
295
WMS Partners
Maryland
$267K
HWA
296
Hillcrest Wealth Advisors
New Jersey
$266K +$263K +13,125 New
SAI
297
Savvy Advisors Inc
New York
$262K -$54.6K -2,721 -17%
ACA
298
Ascension Capital Advisors
Texas
$258K -$34.2K -1,708 -12%
Kovitz Investment Group Partners
299
Kovitz Investment Group Partners
Illinois
$258K +$254K +12,692 New
Fidelity Investments
300
Fidelity Investments
Massachusetts
$257K +$45.8K +2,283 +22%

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.