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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
FFWM
351
Future Financial Wealth Management
Ohio
$79.2K +$78.2K +3,900 New
BCM
352
Blume Capital Management
California
$73.7K
LF
353
LifeSteps Financial
California
$72.9K +$72K +3,593 New
VC
354
Vestor Capital
Illinois
$63K
WOC
355
West Oak Capital
California
$62K
CCA
356
Criterion Capital Advisors
Tennessee
$59.6K
SA
357
SRH Advisors
Kansas
$51.5K +$160 +8 +0.3%
OIA
358
Optimum Investment Advisors
Illinois
$48.9K +$1.84K +92 +4%
CA
359
CoreCap Advisors
Michigan
$48.6K +$48K +2,392 New
CFO
360
CVA Family Office
Colorado
$46.5K +$120 +6 +0.3%
S
361
SignatureFD
Georgia
$45.9K +$36.8K +1,834 +431%
MA
362
Montag & Associates
Georgia
$42.7K
IBOK
363
Independence Bank of Kentucky
Kentucky
$38.2K
HI
364
Harbour Investments
Wisconsin
$38.2K -$27.9K -1,391 -43%
AA
365
Ancora Advisors
Ohio
$37.6K +$140 +7 +0.4%
MIA
366
MeadowBrook Investment Advisors
Michigan
$36.5K
C
367
Covestor
United Kingdom
$36K +$521 +26 +1%
CHA
368
Carmichael Hill & Associates
Maryland
$35.3K
GT
369
Glenmede Trust
Pennsylvania
$33.7K
AFWM
370
Abich Financial Wealth Management
Virginia
$33K +$32.2K +1,608 +8,463%
Citigroup
371
Citigroup
New York
$32.6K +$31.4K +1,565 +4,013%
MFC
372
Morris Financial Concepts
South Carolina
$31.2K
GJIA
373
Glass Jacobson Investment Advisors
Maryland
$30.4K
UB
374
UMB Bank
Missouri
$29.7K +$6.03K +301 +26%
CA
375
Crewe Advisors
Utah
$27.2K

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.