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Cutler Group’s Schwab US REIT ETF SCHH Stock Holding History

Cutler 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
2023
Q4 		– Sell
-400
Closed -$7K – 4247
2023
Q3 		$7K Buy
+400
New +$7.7K ﹤0.01% 2702
2022
Q4 		– Sell
-1,000
Closed -$19.2K – 5105
2022
Q3 		$18K Buy
+1,000
New +$21.6K ﹤0.01% 2696
2022
Q2 		– Sell
-600
Closed -$14K – 5582
2022
Q1 		$14K Buy
+600
New +$14.5K ﹤0.01% 3359
2021
Q4 		– Sell
-8,600
Closed -$196K – 5976
2021
Q3 		$196K Buy
8,600
+1,200
+16% +$28.6K 0.01% 1377
2021
Q2 		$169K Buy
7,400
+7,200
+3,600% +$160K 0.01% 1464
2021
Q1 		$4K Sell
200
-800
-80% -$15.6K ﹤0.01% 4557
2020
Q4 		$18K Buy
1,000
+800
+400% +$14.8K ﹤0.01% 2761
2020
Q3 		$3K Buy
+200
New +$3.6K ﹤0.01% 3886
2019
Q4 		– Sell
-198
Closed -$4.61K – 4525
2019
Q3 		$4K Sell
198
-3,800
-95% -$87.1K ﹤0.01% 3197
2019
Q2 		$88K Buy
+3,998
New +$89.2K 0.01% 1171
2018
Q4 		– Sell
-2,198
Closed -$44.9K – 4510
2018
Q3 		$45K Buy
2,198
+198
+10% +$4.18K ﹤0.01% 1679
2018
Q2 		$41K Buy
+2,000
New +$39.6K ﹤0.01% 1731
2018
Q1 		– Sell
-1,600
Closed -$33K – 5117
2017
Q4 		$33K Buy
+1,600
New +$33.3K ﹤0.01% 2184
2017
Q3 		– Sell
-4,256
Closed -$87K – 6604
2017
Q2 		$87K Buy
+4,256
New +$87.5K ﹤0.01% 1978
2017
Q1 		– Sell
-16,500
Closed -$338K – 7112
2016
Q4 		$338K Buy
+16,500
New +$331K 0.01% 933

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Cutler Group's SCHH Position: Q4 2023 in Review

Cutler Group sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 400 shares — an estimated $7K sold.

Cutler Group first reported a position in SCHH in Q4 2016 and held it in 15 quarters. The position peaked at $338K in Q4 2016. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Cutler Group reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 400 Schwab US REIT ETF shares in Q4 2023, an estimated $7K.
  • Cutler Group first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 15 quarters.
  • Cutler Group's Schwab US REIT ETF position peaked at $338K in Q4 2016.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.