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Curtis Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Curtis Advisory Group’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
-57,458
Closed -$1.17M – 96
2024
Q1 		$1.17M Sell
57,458
-6,915
-11% -$139K 0.45% 41
2023
Q4 		$1.33M Sell
64,373
-198
-0.3% -$3.68K 0.61% 32
2023
Q3 		$1.15M Sell
64,571
-2,852
-4% -$54.9K 0.38% 32
2023
Q2 		$1.32M Sell
67,423
-6,121
-8% -$117K 0.42% 30
2023
Q1 		$1.43M Hold
73,544
– – 0.52% 26
2022
Q4 		$1.42M Buy
73,544
+9,730
+15% +$187K 0.57% 25
2022
Q3 		$1.19M Sell
63,814
-3,878
-6% -$83.9K 0.49% 28
2022
Q2 		$1.43M Sell
67,692
-5,838
-8% -$134K 0.57% 25
2022
Q1 		$1.83M Buy
73,530
+3,908
+6% +$94.3K 0.62% 22
2021
Q4 		$1.83M Buy
69,622
+5,400
+8% +$133K 0.6% 23
2021
Q3 		$1.47M Buy
64,222
+284
+0.4% +$6.77K 0.53% 31
2021
Q2 		$1.46M Buy
63,938
+2,726
+4% +$60.6K 0.64% 29
2021
Q1 		$1.26M Buy
61,212
+8,882
+17% +$174K 0.56% 33
2020
Q4 		$993K Buy
52,330
+19,730
+61% +$365K 0.48% 32
2020
Q3 		$577K Hold
32,600
– – 0.34% 32
2020
Q2 		$574K Buy
32,600
+6,000
+23% +$104K 0.41% 31
2020
Q1 		$435K Sell
26,600
-3,580
-12% -$76.4K 0.29% 32
2019
Q4 		$694K Buy
+30,180
New +$703K 0.4% 24

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 $20.9B AUM 19.34% 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 $1.09B AUM 11.58% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Curtis Advisory Group's SCHH Position: Q2 2024 in Review

Curtis Advisory Group sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 57,458 shares — an estimated $1.17M sold.

Curtis Advisory Group first reported a position in SCHH in Q4 2019 and held it in 18 quarters. The position peaked at $1.83M in Q4 2021. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Curtis Advisory Group reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Curtis Advisory Group sold 57,458 Schwab US REIT ETF shares in Q2 2024, an estimated $1.17M.
  • Curtis Advisory Group first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 18 quarters.
  • Curtis Advisory Group's Schwab US REIT ETF position peaked at $1.83M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Curtis Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.