Schwab US REIT ETF
SCHH
496 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 195 increasing their positions, 161 reducing their positions, and 54 closing their positions.
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 (-$30.9M)
0.9% less ownership
Funds ownership: 79.17% → 78.27% (-0.9%)
7% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 54
2% less funds holding
Funds holding: 507 → 496 (-11)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$50M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$38.2M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$29.5M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$20.1M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$106M |
| 2 |
Cerity Partners
New York
|
-$63.6M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$17.5M |
| 4 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$15.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.71M |
SCHH Hedge Fund Activity: Q1 2024 in Review
496 of the 6,958 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 0.6% from $5.12B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of SCHH and 50 opened new positions — a net loss of 4 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.
- 496 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 0.6% quarter-over-quarter.
- 50 funds opened new Schwab US REIT ETF positions in Q1 2024 and 54 closed out, a net change of -4 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.