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Fiduciary Trust’s Schwab US REIT ETF SCHH Stock Holding History

Fiduciary Trust’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
-16,003
Closed -$325K – 648
2024
Q1 		$325K Hold
16,003
– – 0.01% 542
2023
Q4 		$331K Hold
16,003
– – 0.01% 522
2023
Q3 		$284K Sell
16,003
-6,270
-28% -$121K 0.01% 534
2023
Q2 		$435K Sell
22,273
-4,451
-17% -$85.3K 0.01% 471
2023
Q1 		$521K Buy
26,724
+3,048
+13% +$61K 0.01% 430
2022
Q4 		$457K Sell
23,676
-25,098
-51% -$483K 0.01% 469
2022
Q3 		$912K Hold
48,774
– – 0.02% 342
2022
Q2 		$1.03M Buy
48,774
+260
+0.5% +$5.98K 0.02% 324
2022
Q1 		$1.21M Buy
48,514
+32,772
+208% +$791K 0.02% 317
2021
Q4 		$415K Hold
15,742
– – 0.01% 502
2021
Q3 		$360K Hold
15,742
– – 0.01% 528
2021
Q2 		$360K Buy
+15,742
New +$350K 0.01% 526

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 19.28% 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

Fiduciary Trust's SCHH Position: Q2 2024 in Review

Fiduciary Trust sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 16,003 shares — an estimated $325K sold.

Fiduciary Trust first reported a position in SCHH in Q2 2021 and held it in 12 quarters. The position peaked at $1.21M in Q1 2022. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Fiduciary Trust reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Fiduciary Trust sold 16,003 Schwab US REIT ETF shares in Q2 2024, an estimated $325K.
  • Fiduciary Trust first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 12 quarters.
  • Fiduciary Trust's Schwab US REIT ETF position peaked at $1.21M in Q1 2022.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Fiduciary Trust's 13F filing for Q2 2024, filed 14 Aug 2024.