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Cetera Advisor Networks’s Schwab US REIT ETF SCHH Stock Holding History

Cetera Advisor Networks’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 		$3.82M Buy
188,388
+9,359
+5% +$188K 0.02% 738
2023
Q4 		$3.71M Sell
179,029
-102,142
-36% -$1.9M 0.02% 707
2023
Q3 		$4.99M Buy
281,171
+18,043
+7% +$347K 0.03% 523
2023
Q2 		$5.14M Buy
263,128
+18,924
+8% +$363K 0.04% 475
2023
Q1 		$4.76M Buy
244,204
+13,450
+6% +$269K 0.04% 495
2022
Q4 		$4.45M Buy
230,754
+22,100
+11% +$425K 0.04% 487
2022
Q3 		$3.9M Buy
208,654
+31,689
+18% +$686K 0.05% 389
2022
Q2 		$3.73M Buy
176,965
+156,777
+777% +$3.61M 0.05% 384
2022
Q1 		$502K Sell
20,188
-28,534
-59% -$689K 0.01% 1302
2021
Q4 		$1.28M Sell
48,722
-890
-2% -$21.9K 0.02% 794
2021
Q3 		$1.13M Buy
49,612
+7,900
+19% +$188K 0.02% 787
2021
Q2 		$955K Buy
+41,712
New +$927K 0.01% 839
2020
Q3 		– Sell
-10,226
Closed -$180K – 2701
2020
Q2 		$180K Buy
+10,226
New +$178K ﹤0.01% 1180

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Cetera Advisor Networks's SCHH Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab US REIT ETF (SCHH) stake by 5.2% in Q1 2024, buying an estimated $188K and bringing the position to 188,388 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #738.

Cetera Advisor Networks first reported a position in SCHH in Q2 2020 and has held it in 13 quarters since. The position peaked at $5.14M in Q2 2023. 496 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Cetera Advisor Networks held 188,388 shares of Schwab US REIT ETF worth $3.82M as of Q1 2024.
  • Cetera Advisor Networks bought 9,359 Schwab US REIT ETF shares in Q1 2024, an estimated $188K.
  • Schwab US REIT ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #738 holding.
  • Cetera Advisor Networks first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 13 quarters since.
  • Cetera Advisor Networks's Schwab US REIT ETF position peaked at $5.14M in Q2 2023.
  • 496 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.