AWM
SCHH icon

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 $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return