ACP
SCHH icon

Aveo Capital Partners’s Schwab US REIT ETF SCHH Stock Holding History

Aveo Capital 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
2023
Q4 		– Sell
-12,928
Closed -$229K – 366
2023
Q3 		$229K Hold
12,928
– – 0.03% 305
2023
Q2 		$252K Sell
12,928
-11,151
-46% -$214K 0.03% 300
2023
Q1 		$470K Buy
24,079
+360
+2% +$7.21K 0.06% 200
2022
Q4 		$458K Buy
+23,719
New +$456K 0.07% 199
2019
Q3 		– Sell
-24,536
Closed -$553K – 198
2019
Q2 		$553K Buy
+24,536
New +$548K 0.24% 92

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Aveo Capital Partners's SCHH Position: Q4 2023 in Review

Aveo Capital Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 12,928 shares — an estimated $229K sold.

Aveo Capital Partners first reported a position in SCHH in Q2 2019 and held it in 5 quarters. The position peaked at $553K in Q2 2019. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Aveo Capital Partners reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 12,928 Schwab US REIT ETF shares in Q4 2023, an estimated $229K.
  • Aveo Capital Partners first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 5 quarters.
  • Aveo Capital Partners's Schwab US REIT ETF position peaked at $553K in Q2 2019.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.