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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
GI
376
Gradient Investments
Minnesota
$25.9K +$25.5K +1,274 +63,700%
ADL
377
Asset Dedication LLC
California
$24K
SWM
378
Sugarloaf Wealth Management
Georgia
$23.6K
TF
379
Tompkins Financial
New York
$22.5K +$22.2K +1,106 New
NS
380
NBC Securities
Alabama
$21K +$100 +5 +0.5%
B
381
Birchbrook
Maine
$20.4K +$100 +5 +0.5%
CT
382
Cambridge Trust
Massachusetts
$20.3K
NSIM
383
North Star Investment Management
Illinois
$20.2K
GFPC
384
Global Financial Private Client
Florida
$18.6K
SPIA
385
Steward Partners Investment Advisory
New York
$17.8K +$13.7K +683 +352%
IRC
386
Investors Research Corp
Georgia
$17.6K -$2.23K -111 -11%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$17.4K -$702 -35 -4%
CAL
388
Capital Analysts LLC
Pennsylvania
$17K +$16.5K +825 +2,292%
JPWM
389
Jamison Private Wealth Management
Georgia
$16.9K +$2.53K +126 +18%
MCM
390
MV Capital Management
Maryland
$16.4K
MSG
391
Main Street Group
Virginia
$16.3K +$40 +2 +0.2%
SSB
392
Sandy Spring Bank
Maryland
$15.4K +$20 +1 +0.1%
JHCP
393
Jackson Hole Capital Partners
Oklahoma
$14.9K
HR
394
Howe & Rusling
New York
$14.5K +$13.3K +662 +1,298%
AssetMark Inc
395
AssetMark Inc
California
$14.3K +$14.1K +702 New
SS
396
Sunbelt Securities
Texas
$13.8K +$501 +25 +4%
MA
397
MCF Advisors
Kentucky
$13.7K
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$13.1K
DFA
399
DHJJ Financial Advisors
Illinois
$12.4K +$60 +3 +0.5%
CPA
400
Clear Point Advisors
New York
$12.4K +$80 +4 +0.7%

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.