CWM
SCHH icon

Collaborative Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Collaborative Wealth 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
Q2 		– Sell
-9,913
Closed -$201K – 176
2024
Q1 		$201K Sell
9,913
-942
-9% -$18.9K 0.1% 164
2023
Q4 		$225K Buy
10,855
+37
+0.3% +$688 0.12% 143
2023
Q3 		$192K Sell
10,818
-1,520
-12% -$29.2K 0.11% 155
2023
Q2 		$241K Sell
12,338
-2,876
-19% -$55.1K 0.14% 145
2023
Q1 		$297K Sell
15,214
-1,808
-11% -$36.2K 0.19% 124
2022
Q4 		$328K Sell
17,022
-295
-2% -$5.68K 0.22% 120
2022
Q3 		$324K Sell
17,317
-389
-2% -$8.42K 0.23% 115
2022
Q2 		$373K Buy
+17,706
New +$407K 0.24% 117
2021
Q4 		$460K Buy
+17,474
New +$431K 0.25% 119
2021
Q1 		$440K Buy
+35,340
New +$691K 0.25% 119

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
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 19.34% 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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Collaborative Wealth Management's SCHH Position: Q2 2024 in Review

Collaborative Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 9,913 shares — an estimated $201K sold.

Collaborative Wealth Management first reported a position in SCHH in Q1 2021 and held it in 10 quarters. The position peaked at $460K in Q4 2021. 477 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Collaborative Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Collaborative Wealth Management sold 9,913 Schwab US REIT ETF shares in Q2 2024, an estimated $201K.
  • Collaborative Wealth Management first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 10 quarters.
  • Collaborative Wealth Management's Schwab US REIT ETF position peaked at $460K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Collaborative Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.