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Blueprint Investment Partners’s Schwab US REIT ETF SCHH Stock Holding History

Blueprint Investment 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
Q1 		– Sell
-45,400
Closed -$940K – 151
2023
Q4 		$940K Buy
45,400
+708
+2% +$13.2K 0.26% 54
2023
Q3 		$793K Buy
44,692
+8,265
+23% +$159K 0.25% 51
2023
Q2 		$711K Sell
36,427
-2,305
-6% -$44.2K 0.26% 60
2023
Q1 		$755K Buy
38,732
+565
+1% +$11.3K 0.17% 77
2022
Q4 		$736K Sell
38,167
-5,171
-12% -$99.5K 0.16% 98
2022
Q3 		$810K Sell
43,338
-32,105
-43% -$695K 0.22% 66
2022
Q2 		$1.59M Sell
75,443
-46,199
-38% -$1.06M 0.43% 41
2022
Q1 		$3.03M Buy
121,642
+278
+0.2% +$6.71K 0.78% 35
2021
Q4 		$3.2M Sell
121,364
-1,130
-0.9% -$27.8K 0.79% 36
2021
Q3 		$2.8M Sell
122,494
-5,664
-4% -$135K 1.4% 17
2021
Q2 		$2.93M Sell
128,158
-5,856
-4% -$130K 2.35% 11
2021
Q1 		$2.75M Buy
134,014
+133,898
+115,429% +$2.62M 2.14% 11
2020
Q4 		$2.19K Sell
116
-115,340
-100% -$2.13M 1.77% 16
2020
Q3 		$2.19M Buy
115,456
+14,630
+15% +$263K 1.73% 16
2020
Q2 		$1.78M Buy
100,826
+12,796
+15% +$222K 1.13% 20
2020
Q1 		$1.44M Sell
88,030
-36,016
-29% -$769K 1.47% 16
2019
Q4 		$2.85M Buy
+124,046
New +$2.89M 2.26% 13

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

Blueprint Investment Partners's SCHH Position: Q1 2024 in Review

Blueprint Investment Partners sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 45,400 shares — an estimated $940K sold.

Blueprint Investment Partners first reported a position in SCHH in Q4 2019 and held it in 17 quarters. The position peaked at $3.2M in Q4 2021. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Blueprint Investment Partners reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Blueprint Investment Partners sold 45,400 Schwab US REIT ETF shares in Q1 2024, an estimated $940K.
  • Blueprint Investment Partners first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 17 quarters.
  • Blueprint Investment Partners's Schwab US REIT ETF position peaked at $3.2M in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Blueprint Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.