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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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.