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Criterion Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Criterion Capital Advisors’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 		$58.6K Hold
2,935
– – 0.04% 124
2024
Q3 		$58.6K Hold
2,935
– – 0.04% 124
2024
Q2 		$58.6K Hold
2,935
– – 0.04% 124
2024
Q1 		$59.6K Hold
2,935
– – 0.04% 120
2023
Q4 		$60.8K Buy
+2,935
New +$54.5K 0.04% 121

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 $1.6B AUM 20.7% 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 $980M AUM 9.86% 1-Year Est. Return

Criterion Capital Advisors's SCHH Position: Q4 2024 in Review

Criterion Capital Advisors held its Schwab US REIT ETF (SCHH) position steady in Q4 2024 at 2,935 shares worth $58.6K. The position accounts for 0.04% of the portfolio, ranked #124.

Criterion Capital Advisors first reported a position in SCHH in Q4 2023 and has held it in 5 quarters since. The position peaked at $60.8K in Q4 2023. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Criterion Capital Advisors held 2,935 shares of Schwab US REIT ETF worth $58.6K as of Q4 2024.
  • Criterion Capital Advisors left its Schwab US REIT ETF share count unchanged in Q4 2024.
  • Schwab US REIT ETF made up 0.04% of Criterion Capital Advisors's portfolio in Q4 2024, its #124 holding.
  • Criterion Capital Advisors first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Schwab US REIT ETF position peaked at $60.8K in Q4 2023.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.