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Boothbay Fund Management’s Schwab US REIT ETF SCHH Stock Holding History

Boothbay Fund 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
-63,259
Closed -$1.47M – 1867
2024
Q3 		$1.47M Buy
+63,259
New +$1.38M 0.03% 627

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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 $20.9B AUM 19.34% 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

Boothbay Fund Management's SCHH Position: Q4 2024 in Review

Boothbay Fund Management sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 63,259 shares — an estimated $1.47M sold.

Boothbay Fund Management first reported a position in SCHH in Q3 2024 and held it in 1 quarter. The position peaked at $1.47M in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Boothbay Fund Management reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Boothbay Fund Management sold 63,259 Schwab US REIT ETF shares in Q4 2024, an estimated $1.47M.
  • Boothbay Fund Management first reported a position in Schwab US REIT ETF in Q3 2024 and held it in 1 quarter.
  • Boothbay Fund Management's Schwab US REIT ETF position peaked at $1.47M in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Boothbay Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.