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

Curi 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
2023
Q2 		– Sell
-104,113
Closed -$2.03M – 177
2023
Q1 		$2.03M Buy
104,113
+26,152
+34% +$524K 0.29% 51
2022
Q4 		$1.5M Sell
77,961
-15,876
-17% -$306K 0.21% 63
2022
Q3 		$1.75M Buy
93,837
+3,100
+3% +$67.1K 0.29% 51
2022
Q2 		$1.91M Buy
90,737
+9,625
+12% +$221K 0.37% 42
2022
Q1 		$2.02M Sell
81,112
-13,664
-14% -$330K 0.35% 45
2021
Q4 		$2.5M Buy
94,776
+9,646
+11% +$238K 0.43% 42
2021
Q3 		$1.94M Buy
85,130
+7,234
+9% +$172K 0.89% 21
2021
Q2 		$1.78M Buy
77,896
+9,120
+13% +$203K 0.89% 22
2021
Q1 		$1.41M Buy
68,776
+15,880
+30% +$311K 0.9% 22
2020
Q4 		$1M Buy
+52,896
New +$978K 0.73% 24

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Curi Wealth Management's SCHH Position: Q2 2023 in Review

Curi Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 104,113 shares — an estimated $2.03M sold.

Curi Wealth Management first reported a position in SCHH in Q4 2020 and held it in 10 quarters. The position peaked at $2.5M in Q4 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • Curi Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Curi Wealth Management sold 104,113 Schwab US REIT ETF shares in Q2 2023, an estimated $2.03M.
  • Curi Wealth Management first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Schwab US REIT ETF position peaked at $2.5M in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Curi Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.