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Concourse Financial Group Securities’s Schwab US REIT ETF SCHH Stock Holding History

Concourse Financial Group Securities’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
-30
Closed -$670 – 2329
2024
Q3 		$695 Buy
30
+5
+20% +$109 ﹤0.01% 2108
2024
Q2 		$504 Hold
25
– – ﹤0.01% 2197
2024
Q1 		$507 Sell
25
-155
-86% -$3.11K ﹤0.01% 2214
2023
Q4 		$3.73K Hold
180
– – ﹤0.01% 1915
2023
Q3 		$3.19K Hold
180
– – ﹤0.01% 1918
2023
Q2 		$3.52K Hold
180
– – ﹤0.01% 1911
2023
Q1 		$3.51K Sell
180
-192
-52% -$3.85K ﹤0.01% 1951
2022
Q4 		$7.17K Buy
372
+192
+107% +$3.69K ﹤0.01% 1753
2022
Q3 		$3K Sell
180
-50
-22% -$1.08K ﹤0.01% 1767
2022
Q2 		$5K Buy
230
+50
+28% +$1.15K ﹤0.01% 1856
2022
Q1 		$4K Hold
180
– – ﹤0.01% 1918
2021
Q4 		$5K Hold
180
– – ﹤0.01% 2056
2021
Q3 		$4K Hold
180
– – ﹤0.01% 2137
2021
Q2 		$4K Hold
180
– – ﹤0.01% 2097
2021
Q1 		$4K Hold
180
– – ﹤0.01% 2025
2020
Q4 		$3K Sell
180
-160
-47% -$2.96K ﹤0.01% 2047
2020
Q3 		$6K Hold
340
– – ﹤0.01% 1742
2020
Q2 		$6K Hold
340
– – ﹤0.01% 1639
2020
Q1 		$6K Sell
340
-398
-54% -$8.49K ﹤0.01% 1615
2019
Q4 		$17K Buy
738
+152
+26% +$3.54K ﹤0.01% 1298
2019
Q3 		$14K Sell
586
-308
-34% -$7.06K ﹤0.01% 1068
2019
Q2 		$20K Hold
894
– – ﹤0.01% 1251
2019
Q1 		$19K Sell
894
-472
-35% -$10K ﹤0.01% 1295
2018
Q4 		$26K Buy
1,366
+702
+106% +$14.3K ﹤0.01% 1038
2018
Q3 		$14K Buy
+664
New +$14K ﹤0.01% 990

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Concourse Financial Group Securities's SCHH Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 30 shares — an estimated $670 sold.

Concourse Financial Group Securities first reported a position in SCHH in Q3 2018 and held it in 25 quarters. The position peaked at $26K in Q4 2018. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 30 Schwab US REIT ETF shares in Q4 2024, an estimated $670.
  • Concourse Financial Group Securities first reported a position in Schwab US REIT ETF in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Schwab US REIT ETF position peaked at $26K in Q4 2018.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.