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D.B. Root & Company’s Schwab US REIT ETF SCHH Stock Holding History

D.B. Root & Company’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
-25,362
Closed -$515K – 193
2024
Q1 		$515K Sell
25,362
-60
-0.2% -$1.2K 0.17% 109
2023
Q4 		$526K Buy
25,422
+262
+1% +$4.87K 0.19% 109
2023
Q3 		$447K Buy
25,160
+693
+3% +$13.3K 0.17% 116
2023
Q2 		$478K Buy
24,467
+1,322
+6% +$25.3K 0.18% 117
2023
Q1 		$451K Buy
+23,145
New +$464K 0.18% 116
2022
Q3 		– Sell
-24,405
Closed -$514K – 167
2022
Q2 		$514K Sell
24,405
-626
-3% -$14.4K 0.22% 106
2022
Q1 		$623K Buy
25,031
+1,139
+5% +$27.5K 0.23% 107
2021
Q4 		$629K Buy
23,892
+960
+4% +$23.7K 0.23% 111
2021
Q3 		$523K Sell
22,932
-2,716
-11% -$64.8K 0.2% 127
2021
Q2 		$587K Sell
25,648
-1,388
-5% -$30.9K 0.22% 121
2021
Q1 		$555K Sell
27,036
-3,914
-13% -$76.6K 0.22% 121
2020
Q4 		$587K Sell
30,950
-12,428
-29% -$230K 0.23% 109
2020
Q3 		$767K Buy
43,378
+142
+0.3% +$2.56K 0.31% 82
2020
Q2 		$761K Sell
43,236
-14,662
-25% -$255K 0.33% 83
2020
Q1 		$947K Buy
57,898
+15,298
+36% +$326K 0.48% 53
2019
Q4 		$978K Buy
42,600
+2,360
+6% +$55K 0.43% 66
2019
Q3 		$949K Buy
40,240
+6,598
+20% +$151K 0.44% 64
2019
Q2 		$747K Sell
33,642
-76,536
-69% -$1.71M 0.33% 89
2019
Q1 		$2.45M Buy
110,178
+5,686
+5% +$121K 1.05% 15
2018
Q4 		$2.01M Sell
104,492
-1,642
-2% -$33.5K 1% 20
2018
Q3 		$2.21M Buy
106,134
+32,994
+45% +$697K 0.98% 18
2018
Q2 		$1.53M Buy
+73,140
New +$1.45M 0.72% 28

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 $18.1B AUM 15% 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 $980M AUM 9.86% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

D.B. Root & Company's SCHH Position: Q2 2024 in Review

D.B. Root & Company sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 25,362 shares — an estimated $515K sold.

D.B. Root & Company first reported a position in SCHH in Q2 2018 and held it in 22 quarters. The position peaked at $2.45M in Q1 2019. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • D.B. Root & Company reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • D.B. Root & Company sold 25,362 Schwab US REIT ETF shares in Q2 2024, an estimated $515K.
  • D.B. Root & Company first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 22 quarters.
  • D.B. Root & Company's Schwab US REIT ETF position peaked at $2.45M in Q1 2019.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on D.B. Root & Company's 13F filing for Q2 2024, filed 15 Jul 2024.