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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
GPFA
401
Game Plan Financial Advisors
Ohio
$12.3K
CCM
402
Chilton Capital Management
Texas
$12.3K
PO
403
Private Ocean
California
$12.3K -$1.08K -54 -8%
IPW
404
Impact Partnership Wealth
Georgia
$11.6K
FWP
405
FAS Wealth Partners
Kansas
$11.2K +$421 +21 +4%
PMFA
406
Plante Moran Financial Advisors
Michigan
$11.2K +$6.66K +332 +152%
VNA
407
Valley National Advisers
Pennsylvania
$11K
ME
408
McIlrath & Eck
Washington
$9.93K +$40 +2 +0.4%
BF
409
BOK Financial
Oklahoma
$9.71K -$10K -500 -51%
LTI
410
Laffer Tengler Investments
Tennessee
$9.07K +$8.96K +447 New
WIM
411
Westside Investment Management
California
$8.73K -$1.8K -90 -17%
S
412
Sachetta
Massachusetts
$8.7K
WWMSC
413
Wagner Wealth Management (South Carolina)
South Carolina
$8.64K +$1.84K +92 +28%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$8.26K +$8.16K +407 New
FWM
415
FSA Wealth Management
Massachusetts
$8.1K -$6.29K -314 -44%
LFG
416
Larson Financial Group
Missouri
$7.43K -$22.4K -1,117 -75%
Simplex Trading
417
Simplex Trading
Illinois
$7K +$7.76K +387 New
KA
418
Kozak & Associates
Colorado
$6.89K +$6.9K +344 New
FFA
419
Founders Financial Alliance
North Carolina
$6.72K
CSWM
420
Cassady Schiller Wealth Management
Ohio
$6.68K +$6.6K +329 New
BIA
421
Bell Investment Advisors
California
$6.3K +$40 +2 +0.6%
ACA
422
American Capital Advisory
Idaho
$6.1K +$762 +38 +14%
BC
423
Barrett & Company
Rhode Island
$6.09K
DAM
424
Delta Asset Management
Tennessee
$6.01K
ST
425
Smithfield Trust
Pennsylvania
$6K

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.