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Avaii Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Avaii Wealth Management’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
Q3 		– Sell
-24,088
Closed -$481K – 148
2024
Q2 		$481K Buy
24,088
+445
+2% +$8.68K 0.27% 64
2024
Q1 		$480K Sell
23,643
-501
-2% -$10K 0.28% 65
2023
Q4 		$500K Sell
24,144
-4,658
-16% -$86.6K 0.33% 69
2023
Q3 		$511K Buy
28,802
+4,410
+18% +$84.9K 0.39% 58
2023
Q2 		$476K Sell
24,392
-1,599
-6% -$30.7K 0.37% 63
2023
Q1 		$507K Buy
25,991
+2,648
+11% +$53K 0.44% 52
2022
Q4 		$450K Buy
23,343
+2,510
+12% +$48.3K 0.4% 56
2022
Q3 		$390K Buy
20,833
+879
+4% +$19K 0.41% 57
2022
Q2 		$421K Buy
19,954
+2,252
+13% +$51.8K 0.45% 38
2022
Q1 		$440K Buy
+17,702
New +$427K 0.41% 46

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avaii Wealth Management's SCHH Position: Q3 2024 in Review

Avaii Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 24,088 shares — an estimated $481K sold.

Avaii Wealth Management first reported a position in SCHH in Q1 2022 and held it in 10 quarters. The position peaked at $511K in Q3 2023. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Avaii Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Avaii Wealth Management sold 24,088 Schwab US REIT ETF shares in Q3 2024, an estimated $481K.
  • Avaii Wealth Management first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 10 quarters.
  • Avaii Wealth Management's Schwab US REIT ETF position peaked at $511K in Q3 2023.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Avaii Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.