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

Axxcess 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
Q4 		– Sell
-12,388
Closed -$287K – 922
2024
Q3 		$287K Buy
+12,388
New +$271K 0.01% 701
2024
Q1 		– Sell
-14,803
Closed -$307K – 920
2023
Q4 		$307K Buy
+14,803
New +$275K 0.01% 637

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

Axxcess Wealth Management's SCHH Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 12,388 shares — an estimated $287K sold.

Axxcess Wealth Management first reported a position in SCHH in Q4 2023 and held it in 2 quarters. The position peaked at $307K in Q4 2023. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,388 Schwab US REIT ETF shares in Q4 2024, an estimated $287K.
  • Axxcess Wealth Management first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's Schwab US REIT ETF position peaked at $307K in Q4 2023.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.