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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
BAMG
326
Brand Asset Management Group
Missouri
$216K -$34.2K -1,705 -14%
IAN
327
Integrated Advisors Network
Texas
$215K -$6.86K -342 -3%
RBC
328
Roble Belko & Company
Pennsylvania
$213K +$120 +6 +0.1%
SFWC
329
Strategic Family Wealth Counselors
New Jersey
$209K -$17.4K -868 -8%
EGWAG
330
Elwood & Goetz Wealth Advisory Group
Georgia
$208K -$193K -9,611 -48%
EWA
331
Emergent Wealth Advisors
New York
$203K +$201K +10,021 New
AWA
332
Acorn Wealth Advisors
Michigan
$203K -$1.38K -69 -0.7%
KAS
333
Kestra Advisory Services
Texas
$202K -$7.34K -366 -4%
CWM
334
Collaborative Wealth Management
Florida
$201K -$18.9K -942 -9%
AF
335
Advisornet Financial
Minnesota
$198K +$4.97K +248 +3%
CIA
336
Cape Investment Advisory
Georgia
$188K +$5.23K +261 +3%
CIR
337
Clear Investment Research
Georgia
$178K -$28.4K -1,418 -14%
BFPW
338
BOK Financial Private Wealth
Colorado
$159K +$21.5K +1,073 +16%
BEI
339
Benjamin Edwards Inc
Missouri
$155K -$26.7K -1,330 -15%
EWA
340
EP Wealth Advisors
California
$146K +$144K +7,177 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$145K +$146K +7,273 New
FSWA
342
Financial Synergies Wealth Advisors
Texas
$142K -$8.96K -447 -6%
AC
343
AlphaCore Capital
California
$128K +$116K +5,780 +1,063%
ITIM
344
Indiana Trust & Investment Management
Indiana
$126K
ACA
345
Aptus Capital Advisors
Alabama
$111K +$98.1K +4,893 +817%
FFA
346
Farther Finance Advisors
California
$101K -$251K -12,537 -71%
FRA
347
Front Row Advisors
California
$94.6K +$9.7K +484 +12%
BCWM
348
Bartlett & Co Wealth Management
Ohio
$90.4K +$3.01K +150 +3%
SWM
349
Spire Wealth Management
Virginia
$84.2K +$22.3K +1,110 +37%
CIAS
350
Capital Investment Advisory Services
North Carolina
$79.5K +$60 +3 +0.1%

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.