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Financial Synergies Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Financial Synergies Wealth Advisors’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
-6,995
Closed -$142K – 386
2024
Q1 		$142K Sell
6,995
-447
-6% -$8.96K 0.02% 87
2023
Q4 		$144K Sell
7,442
-59
-0.8% -$1.1K 0.02% 73
2023
Q3 		$133K Buy
7,501
+59
+0.8% +$1.14K 0.02% 77
2023
Q2 		$145K Sell
7,442
-48
-0.6% -$920 0.02% 73
2023
Q1 		$146K Buy
7,490
+48
+0.6% +$961 0.02% 73
2022
Q4 		$144K Buy
7,442
+61
+0.8% +$1.17K 0.02% 73
2022
Q3 		$138K Sell
7,381
-147
-2% -$3.18K 0.02% 74
2022
Q2 		$159K Sell
7,528
-1,177
-14% -$27.1K 0.03% 69
2022
Q1 		$217K Sell
8,705
-367
-4% -$8.86K 0.03% 56
2021
Q4 		$239K Sell
9,072
-74
-0.8% -$1.82K 0.03% 64
2021
Q3 		$209K Buy
9,146
+44
+0.5% +$1.05K 0.03% 65
2021
Q2 		$208K Sell
9,102
-7,066
-44% -$157K 0.03% 61
2021
Q1 		$332K Sell
16,168
-3,300
-17% -$64.5K 0.05% 48
2020
Q4 		$370K Sell
19,468
-35,818
-65% -$663K 0.06% 44
2020
Q3 		$978K Sell
55,286
-62,410
-53% -$1.12M 0.25% 37
2020
Q2 		$2.07M Sell
117,696
-704
-0.6% -$12.2K 0.7% 19
2020
Q1 		$1.94M Buy
118,400
+15,730
+15% +$336K 1.1% 10
2019
Q4 		$2.36M Buy
102,670
+11,336
+12% +$264K 1.06% 11
2019
Q3 		$2.15M Buy
91,334
+4,892
+6% +$112K 1.05% 11
2019
Q2 		$1.92M Buy
86,442
+12,636
+17% +$282K 0.96% 11
2019
Q1 		$1.64M Buy
+73,806
New +$1.57M 0.87% 11

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 $20.9B AUM 19.34% 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 $1.09B AUM 11.58% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHH Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 6,995 shares — an estimated $142K sold.

Financial Synergies Wealth Advisors first reported a position in SCHH in Q1 2019 and held it in 21 quarters. The position peaked at $2.36M in Q4 2019. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 6,995 Schwab US REIT ETF shares in Q2 2024, an estimated $142K.
  • Financial Synergies Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 21 quarters.
  • Financial Synergies Wealth Advisors's Schwab US REIT ETF position peaked at $2.36M in Q4 2019.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.