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Engineers Gate Manager’s Schwab US REIT ETF SCHH Stock Holding History

Engineers Gate Manager’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
Q3 		– Sell
-39,772
Closed -$794K – 2367
2024
Q2 		$794K Sell
39,772
-25,899
-39% -$505K 0.02% 1005
2024
Q1 		$1.33M Buy
65,671
+46,360
+240% +$929K 0.04% 677
2023
Q4 		$400K Buy
+19,311
New +$359K 0.01% 1289

Other funds holding SCHH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Engineers Gate Manager's SCHH Position: Q3 2024 in Review

Engineers Gate Manager sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 39,772 shares — an estimated $794K sold.

Engineers Gate Manager first reported a position in SCHH in Q4 2023 and held it in 3 quarters. The position peaked at $1.33M in Q1 2024. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Engineers Gate Manager reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 39,772 Schwab US REIT ETF shares in Q3 2024, an estimated $794K.
  • Engineers Gate Manager first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 3 quarters.
  • Engineers Gate Manager's Schwab US REIT ETF position peaked at $1.33M in Q1 2024.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Engineers Gate Manager's 13F filing for Q3 2024, filed 14 Nov 2024.