We are live on ! Find out more
SCHH icon

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
WPW
176
Watershed Private Wealth
Illinois
$889K -$136K -6,788 -13%
Sumitomo Mitsui Trust Group
177
Sumitomo Mitsui Trust Group
Japan
$866K +$80.9K +4,037 +10%
MML Investors Services
178
MML Investors Services
Massachusetts
$857K -$82.1K -4,097 -9%
AWA
179
Aletheian Wealth Advisors
Washington
$856K -$4.25K -212 -0.5%
KC
180
Kades & Cheifetz
Pennsylvania
$820K +$31.2K +1,556 +4%
VM
181
VPR Management
Texas
$800K
CKAIS
182
Christensen King & Associates Investment Services
Washington
$796K +$7.44K +371 +1%
FTS
183
Fifth Third Securities
Ohio
$780K -$69.8K -3,483 -8%
SWM
184
Sculati Wealth Management
Michigan
$768K -$77K -3,840 -9%
GC
185
Garde Capital
Washington
$765K -$20.4K -1,020 -3%
WA
186
WBH Advisory
Maryland
$763K -$243K -12,112 -24%
Vanguard Group
187
Vanguard Group
Pennsylvania
$752K +$221 +11 +0%
WC
188
Waterloo Capital
Texas
$746K -$131K -6,514 -15%
BCI
189
Brinker Capital Investments
Pennsylvania
$743K +$101K +5,035 +16%
OPS
190
Orion Portfolio Solutions
Nebraska
$743K +$101K +5,035 +16%
FWM
191
Forza Wealth Management
Florida
$742K
LJAC
192
L.J. Altfest & Co
New York
$736K +$1.44K +72 +0.2%
RG
193
Retirement Group
California
$732K -$175K -8,717 -19%
VAF
194
Values Added Financial
District of Columbia
$725K -$10.1K -504 -1%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$705K -$8.71M -434,637 -93%
IFA
196
Interactive Financial Advisors
Illinois
$689K +$599K +29,897 +737%
BSB
197
Bangor Savings Bank
Maine
$677K -$123K -6,141 -16%
FFN
198
Focus Financial Network
Minnesota
$672K +$2.1K +105 +0.3%
TRCT
199
Tower Research Capital (TRC)
New York
$654K +$596K +29,731 +1,199%
RC
200
Roundview Capital
New Jersey
$648K -$2.63K -131 -0.4%

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.