BBW
SCHH icon

Blue Barn Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Blue Barn Wealth’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
Q1 		– Sell
-9,661
Closed -$200K – 148
2023
Q4 		$200K Buy
+9,661
New +$180K 0.12% 123
2023
Q3 		– Sell
-10,317
Closed -$201K – 120
2023
Q2 		$201K Sell
10,317
-3,223
-24% -$61.8K 0.13% 114
2023
Q1 		$264K Sell
13,540
-337
-2% -$6.75K 0.16% 97
2022
Q4 		$268K Sell
13,877
-1,687
-11% -$32.5K 0.18% 88
2022
Q3 		$291K Buy
15,564
+70
+0.5% +$1.51K 0.21% 74
2022
Q2 		$327K Buy
15,494
+47
+0.3% +$1.08K 0.25% 67
2022
Q1 		$384K Sell
15,447
-1,379
-8% -$33.3K 0.27% 60
2021
Q4 		$443K Sell
16,826
-206
-1% -$5.08K 0.3% 52
2021
Q3 		$389K Sell
17,032
-532
-3% -$12.7K 0.34% 55
2021
Q2 		$402K Buy
+17,564
New +$390K 0.41% 49

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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Blue Barn Wealth's SCHH Position: Q1 2024 in Review

Blue Barn Wealth sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 9,661 shares — an estimated $200K sold.

Blue Barn Wealth first reported a position in SCHH in Q2 2021 and held it in 10 quarters. The position peaked at $443K in Q4 2021. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Blue Barn Wealth reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Barn Wealth sold 9,661 Schwab US REIT ETF shares in Q1 2024, an estimated $200K.
  • Blue Barn Wealth first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 10 quarters.
  • Blue Barn Wealth's Schwab US REIT ETF position peaked at $443K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Blue Barn Wealth's 13F filing for Q1 2024, filed 10 May 2024.