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Gradient Investments’s Schwab US REIT ETF SCHH Stock Holding History

Gradient Investments’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
Q3 		– Sell
-424
Closed -$8.46K – 1079
2024
Q2 		$8.46K Sell
424
-852
-67% -$16.6K ﹤0.01% 769
2024
Q1 		$25.9K Buy
1,276
+1,274
+63,700% +$25.5K ﹤0.01% 501
2023
Q4 		$41 Sell
2
-711
-100% -$13.2K ﹤0.01% 1776
2023
Q3 		$12.7K Buy
713
+623
+692% +$12K ﹤0.01% 763
2023
Q2 		$1.76K Buy
+90
New +$1.73K ﹤0.01% 1192
2023
Q1 		– Sell
-28
Closed -$561 – 1507
2022
Q4 		$541 Buy
+28
New +$539 ﹤0.01% 1292
2022
Q3 		– Sell
-1,129
Closed -$24.4K – 1518
2022
Q2 		$24K Buy
1,129
+1,107
+5,032% +$25.5K ﹤0.01% 618
2022
Q1 		$1K Sell
22
-30
-58% -$724 ﹤0.01% 1128
2021
Q4 		$1K Buy
+52
New +$1.28K ﹤0.01% 1180
2021
Q3 		– Sell
-110
Closed -$3K – 1237
2021
Q2 		$3K Buy
+110
New +$2.44K ﹤0.01% 965
2021
Q1 		– Sell
-64
Closed -$1K – 1268
2020
Q4 		$1K Hold
64
– – ﹤0.01% 1082
2020
Q3 		$1K Hold
64
– – ﹤0.01% 1087
2020
Q2 		$1K Sell
64
-144
-69% -$2.5K ﹤0.01% 1001
2020
Q1 		$3K Sell
208
-27,844
-99% -$594K ﹤0.01% 874
2019
Q4 		$645K Buy
28,052
+622
+2% +$14.5K 0.03% 209
2019
Q3 		$647K Sell
27,430
-10
-0% -$229 0.03% 213
2019
Q2 		$610K Buy
27,440
+11,712
+74% +$261K 0.03% 217
2019
Q1 		$349K Buy
15,728
+15,286
+3,458% +$324K 0.02% 206
2018
Q4 		$9K Buy
+442
New +$9.02K ﹤0.01% 610
2018
Q3 		– Sell
-108
Closed -$2K – 1046
2018
Q2 		$2K Buy
+108
New +$2.14K ﹤0.01% 841
2017
Q3 		– Sell
-56
Closed -$1K – 619
2017
Q2 		$1K Buy
+56
New +$1.15K ﹤0.01% 753

Other funds holding SCHH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gradient Investments's SCHH Position: Q3 2024 in Review

Gradient Investments sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 424 shares — an estimated $8.46K sold.

Gradient Investments first reported a position in SCHH in Q2 2017 and held it in 21 quarters. The position peaked at $647K in Q3 2019. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Gradient Investments reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 424 Schwab US REIT ETF shares in Q3 2024, an estimated $8.46K.
  • Gradient Investments first reported a position in Schwab US REIT ETF in Q2 2017 and held it in 21 quarters.
  • Gradient Investments's Schwab US REIT ETF position peaked at $647K in Q3 2019.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.