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
Stifel Financial
201
Stifel Financial
Missouri
$642K -$116K -5,778 -15%
WFP
202
Wrenne Financial Planning
Kentucky
$641K +$633K +31,579 New
RWA
203
Rooted Wealth Advisors
Illinois
$634K +$32.7K +1,631 +5%
KWM
204
Kingsview Wealth Management
Oregon
$632K -$15.4K -766 -2%
C
205
Certuity
Florida
$629K -$147K -7,320 -19%
FF
206
Friedenthal Financial
New Jersey
$629K -$54.6K -2,725 -8%
WP
207
WealthShield Partners
North Carolina
$606K -$6.01K -300 -1%
SWM
208
SigFig Wealth Management
California
$604K -$6.62K -330 -0.9%
ECM
209
Evergreen Capital Management
Washington
$598K
LF
210
Lee Financial
Texas
$597K +$26.2K +1,306 +5%
PHAM
211
Palisades Hudson Asset Management
Florida
$596K +$2.25K +112 +0.4%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$594K +$585K +29,200 New
JWS
213
Juncture Wealth Strategies
Arizona
$585K +$1.93K +96 +0.3%
WAM
214
Wakefield Asset Management
Colorado
$583K +$22.4K +1,116 +4%
WA
215
Waverly Advisors
Alabama
$570K +$336K +16,741 +147%
GFWA
216
Grey Fox Wealth Advisors
Delaware
$556K -$16.4K -817 -3%
MCM
217
Mainstay Capital Management
Michigan
$555K -$6.33K -316 -1%
GGS
218
Galvin Gaustad & Stein
Arizona
$555K +$1.91K +95 +0.3%
PPWM
219
Perissos Private Wealth Management
Oklahoma
$555K +$548K +27,317 New
EE
220
EWG Elevate
California
$554K +$45.9K +2,288 +9%
LCM
221
Liberty Capital Management
Michigan
$543K +$28.8K +1,439 +6%
FG
222
Foster Group
Iowa
$540K +$58.3K +2,907 +12%
BPA
223
Beacon Pointe Advisors
California
$534K +$10.9K +546 +2%
PA
224
Parallel Advisors
California
$530K +$1.5K +75 +0.3%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$525K -$429K -21,423 -45%

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.