FFO
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Fortitude Family Office’s Schwab US REIT ETF SCHH Stock Holding History

Fortitude Family Office’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
-785
Closed -$16.3K – 1065
2023
Q4 		$16.3K Buy
+785
New +$14.6K 0.01% 335

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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

Fortitude Family Office's SCHH Position: Q1 2024 in Review

Fortitude Family Office sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 785 shares — an estimated $16.3K sold.

Fortitude Family Office first reported a position in SCHH in Q4 2023 and held it in 1 quarter. The position peaked at $16.3K in Q4 2023. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Fortitude Family Office reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 785 Schwab US REIT ETF shares in Q1 2024, an estimated $16.3K.
  • Fortitude Family Office first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's Schwab US REIT ETF position peaked at $16.3K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.