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Addison Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Addison 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
Q1 		– Sell
-216
Closed -$4.47K – 732
2023
Q4 		$4.47K Buy
216
+204
+1,700% +$3.79K ﹤0.01% 579
2023
Q3 		$213 Buy
12
+6
+100% +$115 ﹤0.01% 658
2023
Q2 		$118 Sell
6
-8
-57% -$153 ﹤0.01% 617
2023
Q1 		$273 Hold
14
– – ﹤0.01% 614
2022
Q4 		$270 Buy
+14
New +$269 ﹤0.01% 739
2022
Q2 		– Sell
-32
Closed -$1K – 758
2022
Q1 		$1K Buy
32
+26
+433% +$627 ﹤0.01% 674
2021
Q4 		$0 Hold
6
– – ﹤0.01% 711
2021
Q3 		$0 Hold
6
– – ﹤0.01% 456
2021
Q2 		$0 Buy
+6
New +$133 ﹤0.01% 403

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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Addison Advisors's SCHH Position: Q1 2024 in Review

Addison Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 216 shares — an estimated $4.47K sold.

Addison Advisors first reported a position in SCHH in Q2 2021 and held it in 9 quarters. The position peaked at $4.47K in Q4 2023. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Addison Advisors reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Addison Advisors sold 216 Schwab US REIT ETF shares in Q1 2024, an estimated $4.47K.
  • Addison Advisors first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 9 quarters.
  • Addison Advisors's Schwab US REIT ETF position peaked at $4.47K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Addison Advisors's 13F filing for Q1 2024, filed 6 May 2024.