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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
MRCM
426
M&R Capital Management
New Jersey
$5.93K -$3.21K -160 -35%
KFI
427
Key Financial Inc
Pennsylvania
$5.85K
PK
428
Pflug Koory
Nebraska
$5.76K
AWM
429
Abound Wealth Management
Tennessee
$5.71K -$25K -1,246 -82%
NA
430
NewEdge Advisors
Louisiana
$5.71K -$53.3K -2,658 -90%
CTWM
431
Cherry Tree Wealth Management
Minnesota
$5.52K
SRCM
432
Signature Resources Capital Management
California
$5.32K -$682 -34 -12%
MAM
433
MMA Asset Management
Pennsylvania
$5.31K +$5.23K +261 New
RFG
434
REAP Financial Group
Texas
$5.09K -$12.3K -616 -71%
WWM
435
Wolff Wiese Magana
California
$5.08K
TFGT
436
TS Financial Group (TSFG)
Illinois
$5K -$642 -32 -12%
AT
437
Arlington Trust
Alabama
$4.91K
PWMG
438
Prestige Wealth Management Group
New Jersey
$4.9K +$20 +1 +0.4%
AIC
439
Archer Investment Corporation
Indiana
$4.38K +$2.17K +108 +100%
GWSG
440
GPS Wealth Strategies Group
Colorado
$4.29K +$4.03K +201 +2,010%
BBPWM
441
Blue Bell Private Wealth Management
Pennsylvania
$4.25K
GWANC
442
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.06K -$7.04K -351 -64%
BAM
443
Bellevue Asset Management
Washington
$4.06K
GEA
444
Glen Eagle Advisors
New Jersey
$4.03K -$3.95K -197 -50%
HCM
445
Horrell Capital Management
Arkansas
$4K
T
446
Tidemark
California
$3.95K +$20 +1 +0.5%
ACM
447
Anfield Capital Management
California
$3.86K +$3.81K +190 New
BLC
448
Brown, Lisle/Cummings
Rhode Island
$3.76K
HPIA
449
Hamilton Point Investment Advisors
North Carolina
$3.73K
HNB
450
Huntington National Bank
Ohio
$3.51K

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.