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Capital Performance Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Capital Performance 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
-147
Closed -$3.42K – 2207
2024
Q3 		$3.42K Buy
+147
New +$3.22K ﹤0.01% 1295

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Performance Advisors's SCHH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 147 shares — an estimated $3.42K sold.

Capital Performance Advisors first reported a position in SCHH in Q3 2024 and held it in 1 quarter. The position peaked at $3.42K in Q3 2024. 518 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 147 Schwab US REIT ETF shares in Q4 2024, an estimated $3.42K.
  • Capital Performance Advisors first reported a position in Schwab US REIT ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Schwab US REIT ETF position peaked at $3.42K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.