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Forum Financial Management’s Schwab US REIT ETF SCHH Stock Holding History

Forum Financial 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
Q2 		– Sell
-185,661
Closed -$3.77M – 757
2024
Q1 		$3.77M Buy
+185,661
New +$3.72M 0.06% 65

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

Forum Financial Management's SCHH Position: Q2 2024 in Review

Forum Financial Management sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 185,661 shares — an estimated $3.77M sold.

Forum Financial Management first reported a position in SCHH in Q1 2024 and held it in 1 quarter. The position peaked at $3.77M in Q1 2024. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Forum Financial Management reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 185,661 Schwab US REIT ETF shares in Q2 2024, an estimated $3.77M.
  • Forum Financial Management first reported a position in Schwab US REIT ETF in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's Schwab US REIT ETF position peaked at $3.77M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.