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Focused Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Focused Wealth Management’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
-131
Closed -$2.72K – 823
2023
Q4 		$2.72K Buy
131
+1
+0.8% +$19 ﹤0.01% 737
2023
Q3 		$2.31K Buy
130
+1
+0.8% +$19 ﹤0.01% 747
2023
Q2 		$2.52K Buy
129
+1
+0.8% +$19 ﹤0.01% 776
2023
Q1 		$2.5K Sell
128
-33
-20% -$661 ﹤0.01% 771
2022
Q4 		$3.11K Buy
161
+1
+0.6% +$19 ﹤0.01% 737
2022
Q3 		$3K Buy
160
+1
+0.6% +$22 ﹤0.01% 721
2022
Q2 		$3K Hold
159
– – ﹤0.01% 704
2022
Q1 		$4K Buy
159
+13
+9% +$314 ﹤0.01% 720
2021
Q4 		$4K Buy
146
+2
+1% +$49 ﹤0.01% 736
2021
Q3 		$3K Sell
144
-26
-15% -$620 ﹤0.01% 778
2021
Q2 		$4K Hold
170
– – ﹤0.01% 765
2021
Q1 		$3K Hold
170
– – ﹤0.01% 784
2020
Q4 		$3K Buy
170
+36
+27% +$666 ﹤0.01% 715
2020
Q3 		$2K Buy
134
+26
+24% +$468 ﹤0.01% 701
2020
Q2 		$2K Buy
108
+2
+2% +$35 ﹤0.01% 689
2020
Q1 		$2K Hold
106
– – ﹤0.01% 624
2019
Q4 		$2K Hold
106
– – ﹤0.01% 646
2019
Q3 		$3K Hold
106
– – ﹤0.01% 616
2019
Q2 		$2K Buy
+106
New +$2.37K ﹤0.01% 672
2015
Q3 		– Sell
-1,498
Closed -$27K – 714
2015
Q2 		$27K Buy
+1,498
New +$28.9K 0.02% 275

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Focused Wealth Management's SCHH Position: Q1 2024 in Review

Focused Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 131 shares — an estimated $2.72K sold.

Focused Wealth Management first reported a position in SCHH in Q2 2015 and held it in 20 quarters. The position peaked at $27K in Q2 2015. 497 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Focused Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 131 Schwab US REIT ETF shares in Q1 2024, an estimated $2.72K.
  • Focused Wealth Management first reported a position in Schwab US REIT ETF in Q2 2015 and held it in 20 quarters.
  • Focused Wealth Management's Schwab US REIT ETF position peaked at $27K in Q2 2015.
  • 497 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.