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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
PA
301
PFG Advisors
Arizona
$254K +$33.5K +1,671 +15%
AFP
302
Ausdal Financial Partners
Iowa
$253K +$26K +1,297 +12%
CW
303
CreativeOne Wealth
Kansas
$251K +$1.24K +62 +0.5%
NRI
304
NFP Retirement Inc
California
$250K -$13.6K -676 -5%
CA
305
Clearstead Advisors
Ohio
$249K -$20.8K -1,037 -8%
CPL
306
CAP Partners LLC
Tennessee
$246K -$902 -45 -0.4%
RSWM
307
Robertson Stephens Wealth Management
California
$245K
UCFA
308
United Capital Financial Advisors
Texas
$240K -$50.4K -2,512 -18%
IA
309
IFP Advisors
Florida
$240K +$44.8K +2,234 +23%
Fisher Asset Management
310
Fisher Asset Management
Washington
$236K +$233K +11,644 New
WT
311
Whittier Trust
California
$235K
TIM
312
Thompson Investment Management
Wisconsin
$234K +$30.2K +1,505 +15%
FWM
313
Fortress Wealth Management
California
$234K -$187K -9,314 -45%
GBT
314
Grove Bank & Trust
Florida
$234K -$10.9K -545 -5%
GRP
315
Global Retirement Partners
California
$229K -$14.4K -717 -6%
AIA
316
Armor Investment Advisors
North Carolina
$226K -$24.3K -1,214 -10%
MIAS
317
Mason Investment Advisory Services
Virginia
$224K
BA
318
Bridgewater Advisors
New York
$223K -$28.1K -1,401 -11%
William Blair & Company
319
William Blair & Company
Illinois
$221K +$30.5K +1,519 +16%
SC
320
Savant Capital
Illinois
$220K -$11.4K -571 -5%
CCWA
321
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$219K +$216K +10,775 New
GAM
322
Garrison Asset Management
Arkansas
$218K -$80 -4 -0%
WIA
323
World Investment Advisors
California
$218K +$215K +10,742 New
SA
324
Skyline Advisors
Washington
$218K
WCM
325
Wealthcare Capital Management
Virginia
$217K -$29.7K -1,479 -12%

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.