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Glen Eagle Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Glen Eagle 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
-198
Closed -$4.03K – 1197
2024
Q1 		$4.03K Sell
198
-197
-50% -$3.95K ﹤0.01% 800
2023
Q4 		$8.18K Buy
395
+5
+1% +$93 ﹤0.01% 669
2023
Q3 		$6.93K Buy
390
+2
+0.5% +$38 ﹤0.01% 681
2023
Q2 		$7.56K Buy
388
+4
+1% +$77 ﹤0.01% 680
2023
Q1 		$7.48K Buy
384
+328
+586% +$6.57K ﹤0.01% 665
2022
Q4 		$1.08K Buy
56
+1
+2% +$19 ﹤0.01% 1008
2022
Q3 		$1.04K Buy
55
+45
+450% +$974 ﹤0.01% 971
2022
Q2 		$212 Sell
10
-80
-89% -$1.84K ﹤0.01% 974
2022
Q1 		$2.24K Buy
+90
New +$2.17K ﹤0.01% 791
2021
Q2 		– Sell
-2
Closed -$41 – 1060
2021
Q1 		$41 Buy
+2
New +$39 ﹤0.01% 998
2020
Q2 		– Sell
-30
Closed -$491 – 937
2020
Q1 		$491 Hold
30
– – ﹤0.01% 784
2019
Q4 		$689 Hold
30
– – ﹤0.01% 852
2019
Q3 		$708 Hold
30
– – ﹤0.01% 770
2019
Q2 		$667 Hold
30
– – ﹤0.01% 755
2019
Q1 		$666 Hold
30
– – ﹤0.01% 716
2018
Q4 		$578 Hold
30
– – ﹤0.01% 699
2018
Q3 		$626 Hold
30
– – ﹤0.01% 689
2018
Q2 		$627 Hold
30
– – ﹤0.01% 671
2018
Q1 		$574 Hold
30
– – ﹤0.01% 661
2017
Q4 		$624 Buy
+30
New +$624 ﹤0.01% 621

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

Glen Eagle Advisors's SCHH Position: Q2 2024 in Review

Glen Eagle Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 198 shares — an estimated $4.03K sold.

Glen Eagle Advisors first reported a position in SCHH in Q4 2017 and held it in 20 quarters. The position peaked at $8.18K in Q4 2023. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Glen Eagle Advisors reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Glen Eagle Advisors sold 198 Schwab US REIT ETF shares in Q2 2024, an estimated $4.03K.
  • Glen Eagle Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 20 quarters.
  • Glen Eagle Advisors's Schwab US REIT ETF position peaked at $8.18K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Glen Eagle Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.