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Carmichael Hill & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Carmichael Hill & Associates’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
Q3 		$63.3K Buy
2,731
+1,036
+61% +$22.7K 0.02% 330
2024
Q2 		$33.9K Sell
1,695
-42
-2% -$819 0.01% 402
2024
Q1 		$35.3K Hold
1,737
– – 0.01% 401
2023
Q4 		$36K Hold
1,737
– – 0.01% 398
2023
Q3 		$30.8K Sell
1,737
-481
-22% -$9.26K 0.01% 406
2023
Q2 		$43.3K Hold
2,218
– – 0.02% 358
2023
Q1 		$43.3K Hold
2,218
– – 0.02% 353
2022
Q4 		$42.8K Buy
2,218
+244
+12% +$4.7K 0.02% 364
2022
Q3 		$37K Hold
1,974
– – 0.02% 383
2022
Q2 		$42K Hold
1,974
– – 0.02% 359
2022
Q1 		$49K Hold
1,974
– – 0.02% 370
2021
Q4 		$52K Hold
1,974
– – 0.02% 359
2021
Q3 		$45K Hold
1,974
– – 0.02% 371
2021
Q2 		$45K Hold
1,974
– – 0.02% 372
2021
Q1 		$41K Hold
1,974
– – 0.02% 370
2020
Q4 		$37K Hold
1,974
– – 0.02% 368
2020
Q3 		$35K Hold
1,974
– – 0.02% 346
2020
Q2 		$35K Sell
1,974
-1,000
-34% -$17.4K 0.03% 330
2020
Q1 		$49K Hold
2,974
– – 0.04% 253
2019
Q4 		$68K Buy
+2,974
New +$69.3K 0.05% 245

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmichael Hill & Associates's SCHH Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab US REIT ETF (SCHH) stake by 61% in Q3 2024, buying an estimated $22.7K and bringing the position to 2,731 shares worth $63.3K. The position accounts for 0.02% of the portfolio, ranked #330.

Carmichael Hill & Associates first reported a position in SCHH in Q4 2019 and has held it in 20 quarters since. The position peaked at $68K in Q4 2019. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Carmichael Hill & Associates held 2,731 shares of Schwab US REIT ETF worth $63.3K as of Q3 2024.
  • Carmichael Hill & Associates bought 1,036 Schwab US REIT ETF shares in Q3 2024, an estimated $22.7K.
  • Schwab US REIT ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #330 holding.
  • Carmichael Hill & Associates first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's Schwab US REIT ETF position peaked at $68K in Q4 2019.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.