BWA
SCHH icon

Bordeaux Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Bordeaux Wealth Advisors’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
-12,971
Closed -$301K – 171
2024
Q3 		$301K Buy
+12,971
New +$284K 0.05% 120

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 $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 $1.09B AUM 11.58% 1-Year Est. Return

Bordeaux Wealth Advisors's SCHH Position: Q4 2024 in Review

Bordeaux Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 12,971 shares — an estimated $301K sold.

Bordeaux Wealth Advisors first reported a position in SCHH in Q3 2024 and held it in 1 quarter. The position peaked at $301K in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Bordeaux Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 12,971 Schwab US REIT ETF shares in Q4 2024, an estimated $301K.
  • Bordeaux Wealth Advisors first reported a position in Schwab US REIT ETF in Q3 2024 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Schwab US REIT ETF position peaked at $301K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.