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Custom Portfolio Group’s Schwab US REIT ETF SCHH Stock Holding History

Custom Portfolio 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 		$605 Hold
30
– – ﹤0.01% 234
2024
Q1 		$609 Hold
30
– – ﹤0.01% 236
2023
Q4 		$621 Buy
+30
New +$558 ﹤0.01% 232

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $1.11B AUM 12.31% 1-Year Est. Return

Custom Portfolio Group's SCHH Position: Q2 2024 in Review

Custom Portfolio Group held its Schwab US REIT ETF (SCHH) position steady in Q2 2024 at 30 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Custom Portfolio Group first reported a position in SCHH in Q4 2023 and has held it in 3 quarters since. The position peaked at $621 in Q4 2023. 477 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Custom Portfolio Group held 30 shares of Schwab US REIT ETF worth $605 as of Q2 2024.
  • Custom Portfolio Group left its Schwab US REIT ETF share count unchanged in Q2 2024.
  • Schwab US REIT ETF made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #234 holding.
  • Custom Portfolio Group first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Schwab US REIT ETF position peaked at $621 in Q4 2023.
  • 477 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.