First Manhattan
SCHH icon

First Manhattan’s Schwab US REIT ETF SCHH Stock Holding History

First Manhattan’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
Q1 		– Sell
-16
Closed -$331 – 1481
2023
Q4 		$331 Buy
+16
New +$297 ﹤0.01% 1378
2022
Q3 		– Sell
-56
Closed -$1K – 1631
2022
Q2 		$1K Hold
56
– – ﹤0.01% 1507
2022
Q1 		$1K Buy
56
+32
+133% +$772 ﹤0.01% 1551
2021
Q4 		$0 Buy
+24
New +$591 ﹤0.01% 1667
2017
Q2 		– Sell
-12
Closed – – 1460
2017
Q1 		$0 Buy
+12
New +$246 ﹤0.01% 1446

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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

First Manhattan's SCHH Position: Q1 2024 in Review

First Manhattan sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 16 shares — an estimated $331 sold.

First Manhattan first reported a position in SCHH in Q1 2017 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • First Manhattan reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • First Manhattan sold 16 Schwab US REIT ETF shares in Q1 2024, an estimated $331.
  • First Manhattan first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 5 quarters.
  • First Manhattan's Schwab US REIT ETF position peaked at $1K in Q2 2022.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.