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 $654B AUM 26.35% 1-Year Est. Return
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
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 $18.1B AUM 15% 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 $980M AUM 9.86% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return