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

Advisors Preferred’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
-18,909
Closed -$435K – 272
2024
Q3 		$435K Buy
+18,909
New +$414K 0.07% 140
2020
Q2 		– Sell
-63,264
Closed -$1.04M – 177
2020
Q1 		$1.04M Buy
63,264
+35,924
+131% +$767K 0.64% 32
2019
Q4 		$628K Buy
+27,340
New +$637K 0.17% 50
2019
Q2 		– Sell
-43,174
Closed -$959K – 280
2019
Q1 		$959K Buy
+43,174
New +$916K 0.3% 33
2018
Q4 		– Sell
-91,092
Closed -$1.9M – 205
2018
Q3 		$1.9M Sell
91,092
-11,404
-11% -$241K 0.85% 14
2018
Q2 		$2.14M Buy
+102,496
New +$2.03M 0.96% 14
2018
Q1 		– Sell
-63,544
Closed -$1.32M – 289
2017
Q4 		$1.32M Buy
+63,544
New +$1.32M 0.56% 34
2016
Q4 		– Sell
-17,102
Closed -$365K – 256
2016
Q3 		$365K Buy
17,102
+2,180
+15% +$47.8K 0.17% 48
2016
Q2 		$324K Buy
14,922
+5,068
+51% +$105K 0.19% 57
2016
Q1 		$204K Buy
9,854
+4,816
+96% +$92.6K 0.1% 62
2015
Q4 		$99K Buy
+5,038
New +$98.4K 0.05% 67
2015
Q2 		– Sell
-3,200
Closed -$64.9K – 271
2015
Q1 		$64.9K Sell
3,200
-4,782
-60% -$97.6K 0.03% 116
2014
Q4 		$155K Buy
7,982
+4,540
+132% +$85K 0.07% 162
2014
Q3 		$58.6K Buy
3,442
+1,928
+127% +$34.4K 0.04% 122
2014
Q2 		$26.8K Buy
+1,514
New +$26.2K 0.01% 207

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

Advisors Preferred's SCHH Position: Q4 2024 in Review

Advisors Preferred sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 18,909 shares — an estimated $435K sold.

Advisors Preferred first reported a position in SCHH in Q2 2014 and held it in 15 quarters. The position peaked at $2.14M in Q2 2018. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Advisors Preferred reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 18,909 Schwab US REIT ETF shares in Q4 2024, an estimated $435K.
  • Advisors Preferred first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 15 quarters.
  • Advisors Preferred's Schwab US REIT ETF position peaked at $2.14M in Q2 2018.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.