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Acorn Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Acorn Wealth Advisors’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
Q4 		– Sell
-10,216
Closed -$237K – 243
2024
Q3 		$237K Buy
+10,216
New +$224K 0.1% 201
2024
Q2 		– Sell
-9,992
Closed -$203K – 207
2024
Q1 		$203K Sell
9,992
-69
-0.7% -$1.38K 0.11% 195
2023
Q4 		$208K Sell
10,061
-53
-0.5% -$985 0.12% 179
2023
Q3 		$180K Buy
+10,114
New +$195K 0.12% 178
2022
Q1 		– Sell
-8,834
Closed -$233K – 182
2021
Q4 		$233K Buy
8,834
+46
+0.5% +$1.13K 0.15% 160
2021
Q3 		$201K Buy
8,788
+72
+0.8% +$1.72K 0.14% 167
2021
Q2 		$200K Buy
+8,716
New +$194K 0.14% 162
2020
Q3 		– Sell
-13,204
Closed -$233K – 131
2020
Q2 		$233K Sell
13,204
-74
-0.6% -$1.28K 0.22% 100
2020
Q1 		$213K Sell
13,278
-3,170
-19% -$67.6K 0.24% 94
2019
Q4 		$372K Sell
16,448
-388
-2% -$9.04K 0.31% 65
2019
Q3 		$389K Sell
16,836
-234
-1% -$5.37K 0.33% 61
2019
Q2 		$390K Buy
17,070
+110
+0.6% +$2.46K 0.36% 58
2019
Q1 		$380K Sell
16,960
-3,600
-18% -$76.4K 0.34% 60
2018
Q4 		$403K Buy
20,560
+314
+2% +$6.41K 0.41% 52
2018
Q3 		$412K Buy
20,246
+1,468
+8% +$31K 0.41% 54
2018
Q2 		$389K Buy
18,778
+30
+0.2% +$594 0.33% 55
2018
Q1 		$365K Sell
18,748
-1,310
-7% -$25.3K 0.32% 55
2017
Q4 		$409K Buy
+20,058
New +$417K 0.37% 47

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Acorn Wealth Advisors's SCHH Position: Q4 2024 in Review

Acorn Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 10,216 shares — an estimated $237K sold.

Acorn Wealth Advisors first reported a position in SCHH in Q4 2017 and held it in 18 quarters. The position peaked at $412K in Q3 2018. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Acorn Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Acorn Wealth Advisors sold 10,216 Schwab US REIT ETF shares in Q4 2024, an estimated $237K.
  • Acorn Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 18 quarters.
  • Acorn Wealth Advisors's Schwab US REIT ETF position peaked at $412K in Q3 2018.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Acorn Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.