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Avantax Planning Partners’s Schwab US REIT ETF SCHH Stock Holding History

Avantax Planning Partners’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
-11,970
Closed -$239K – 478
2024
Q2 		$239K Sell
11,970
-36,925
-76% -$720K 0.01% 404
2024
Q1 		$993K Buy
+48,895
New +$980K 0.03% 213
2018
Q4 		– Sell
-454
Closed -$9K – 1019
2018
Q3 		$9K Buy
+454
New +$9.6K ﹤0.01% 916
2018
Q2 		– Sell
-452
Closed -$9K – 1244
2018
Q1 		$9K Sell
452
-28,016
-98% -$540K ﹤0.01% 1112
2017
Q4 		$592K Buy
28,468
+32
+0.1% +$665 0.05% 149
2017
Q3 		$585K Buy
28,436
+38
+0.1% +$783 0.05% 182
2017
Q2 		$585K Buy
+28,398
New +$584K 0.05% 170

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 $20.9B AUM 19.34% 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 $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Planning Partners's SCHH Position: Q3 2024 in Review

Avantax Planning Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 11,970 shares — an estimated $239K sold.

Avantax Planning Partners first reported a position in SCHH in Q2 2017 and held it in 7 quarters. The position peaked at $993K in Q1 2024. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Avantax Planning Partners reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 11,970 Schwab US REIT ETF shares in Q3 2024, an estimated $239K.
  • Avantax Planning Partners first reported a position in Schwab US REIT ETF in Q2 2017 and held it in 7 quarters.
  • Avantax Planning Partners's Schwab US REIT ETF position peaked at $993K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.