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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
JFA
501
JNBA Financial Advisors
Minnesota
-$2.41M -116,328 Closed
KOC
502
Koss-Olinger Consulting
Florida
-$2.19M -105,685 Closed
ACM
503
AlphaStar Capital Management
North Carolina
-$1.43M -69,258 Closed
WCM
504
Winthrop Capital Management
Indiana
-$1M -48,517 Closed
BIP
505
Blueprint Investment Partners
North Carolina
-$940K -45,400 Closed
TSS
506
Two Sigma Securities
New York
-$635K -30,669 Closed
LFA
507
LifeGuide Financial Advisors
Pennsylvania
-$493K -23,788 Closed
IA
508
Inspire Advisors
Idaho
-$479K -23,136 Closed
AFAS
509
Acorn Financial Advisory Services
Virginia
-$441K -21,618 Closed
LEFP
510
Leading Edge Financial Planning
Tennessee
-$440K -21,264 Closed
AWG
511
Altus Wealth Group
Colorado
-$429K -20,700 Closed
BAM
512
BOS Asset Management
Illinois
-$404K -19,497 Closed
SFA
513
Sequoia Financial Advisors
Ohio
-$316K -15,252 Closed
AWM
514
Axxcess Wealth Management
California
-$307K -14,803 Closed
LCWP
515
Legacy Capital Wealth Partners
Arkansas
-$289K -13,955 Closed
SAM
516
Secure Asset Management
Michigan
-$283K -13,648 Closed
BJL
517
Brighton Jones LLC
Washington
-$278K -13,446 Closed
FFS
518
Founders Financial Securities
Maryland
-$271K -13,068 Closed
HFA
519
Highland Financial Advisors
New Jersey
-$264K -12,742 Closed
GC
520
Guidance Capital
Kentucky
-$263K -12,583 Closed
TI
521
Trexquant Investment
Connecticut
-$251K -12,139 Closed
WW
522
Waterfront Wealth
Kansas
-$213K -10,300 Closed
AFG
523
Atomi Financial Group
New York
-$210K -10,130 Closed
PWM
524
Prosperity Wealth Management
California
-$203K -9,800 Closed
SFS
525
Strategic Financial Services
New York
-$203K -9,800 Closed

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.