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Acorn Financial Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Acorn Financial Advisory Services’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,618
Closed -$441K – 247
2023
Q4 		$441K Sell
21,618
-263
-1% -$4.89K 0.08% 155
2023
Q3 		$381K Sell
21,881
-412
-2% -$7.93K 0.07% 163
2023
Q2 		$435K Buy
22,293
+67
+0.3% +$1.28K 0.08% 152
2023
Q1 		$433K Sell
22,226
-221
-1% -$4.43K 0.08% 138
2022
Q4 		$433K Buy
22,447
+63
+0.3% +$1.21K 0.09% 125
2022
Q3 		$418K Buy
22,384
+5,760
+35% +$125K 0.1% 136
2022
Q2 		$348K Sell
16,624
-2,409
-13% -$55.4K 0.08% 153
2022
Q1 		$471K Buy
19,033
+1,305
+7% +$31.5K 0.09% 139
2021
Q4 		$467K Sell
17,728
-2,038
-10% -$50.2K 0.09% 143
2021
Q3 		$453K Sell
19,766
-884
-4% -$21.1K 0.14% 141
2021
Q2 		$475K Buy
+20,650
New +$459K 0.14% 151
2021
Q1 		– Sell
-18,480
Closed -$354K – 219
2020
Q4 		$354K Buy
18,480
+904
+5% +$16.7K 0.14% 159
2020
Q3 		$311K Sell
17,576
-126
-0.7% -$2.27K 0.16% 154
2020
Q2 		$313K Buy
17,702
+52
+0.3% +$903 0.22% 142
2020
Q1 		$287K Buy
17,650
+342
+2% +$7.3K 0.28% 120
2019
Q4 		$398K Buy
+17,308
New +$403K 0.33% 103

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Acorn Financial Advisory Services's SCHH Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 21,618 shares — an estimated $441K sold.

Acorn Financial Advisory Services first reported a position in SCHH in Q4 2019 and held it in 16 quarters. The position peaked at $475K in Q2 2021. 497 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 21,618 Schwab US REIT ETF shares in Q1 2024, an estimated $441K.
  • Acorn Financial Advisory Services first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 16 quarters.
  • Acorn Financial Advisory Services's Schwab US REIT ETF position peaked at $475K in Q2 2021.
  • 497 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.